Mutual Fund Conversion Tool

Add a tool to convert mutual funds from one share class to another — as the windows version has.
7 votes

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  • i agree. This is a common type of transaction - no reason that Quicken for Mac should not be able to do this.
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    It's a shortcoming of Quicken Mac which requires the user to manually jump through hoops. This should be implemented in Quicken Mac.
    Quicken Mac Subscription • Quicken user since 1993