Investing manual updating

Shaun World

Another minor but very nice Windows feature....
Investments.
Go to Investing tab, click on Quote/Price, type latest, hit return and repeat.

Mac....
Click Window (top bar) click securities [or shift CMD R if you can remember]
Double click security, click price history, click box, type, click done.
select next security...... URGHHHH

AND, Quicken is the only software or app i use that is not able to use the same data file between operating systems..... Oh my.....

jacobs

@Shaun World  The issue of different data files is steeped in lots of old history that I won't go into here. In brief, Quicken Mac and Quicken Windows each use databases and frameworks tailored to their respective operating systems, and neither would be suitable for the other without a massive amount of recording one or both of the applications. Keep in mind that most other software -- perhaps Word, Excel, Powerpoint, Photoshop, etc. -- create files of static things like documents, spreadsheets or images, where Quicken is a high-peformance database. And yes, there are some cross-platform databases, such as FileMaker, but they've been expressly developed from the ground up to work on multiple platforms. As those of us who have watched the slow -- sometimes painfully slow -- process to re-create a modern Quicken Mac from the ground up over the past 7+ years can attest, rebuilding a program like this is not a simple proposition. In theory, I would think replacing the aging core database used in Quicken Windows with the modern SQL database used in Quicken Mac might be the right path forward, I don't know if the company or users would want to put up with the significant growing pains of dismantling and putting back together of Quicken Windows.

Back to the matter at hand: you're correct that manual updating of security prices in Quicken Mac is downright painful. The developers seem to believe that most users' securities are updated automatically, so they haven't made it a priority to create an easy interface for entering manual updates. Those of us who are longtime Quicken Mac users fondly look back on Quicken 2007 and its predecessors, where prices for any date could be entered directly in the Portfolio window.

There is a long-running Idea thread on this forum requesting such functionality in Quicken Mac; you can view it here. It was marked as "Under Consideration" back in June, so there's hope this will some day come to fruition. (But some ideas submitted to the developers remain "under consideration" for eons before the developers either decide the idea is "Not Planned" or "Planned… and if the latter, it can take another eon or two before a Planned idea is finally developed, tested and released.)

jacobs

@Shaun World  The issue of different data files is steeped in lots of old history that I won't go into here. In brief, Quicken Mac and Quicken Windows each use databases and frameworks tailored to their respective operating systems, and neither would be suitable for the other without a massive amount of recording one or both of the applications. Keep in mind that most other software -- perhaps Word, Excel, Powerpoint, Photoshop, etc. -- create files of static things like documents, spreadsheets or images, where Quicken is a high-peformance database. And yes, there are some cross-platform databases, such as FileMaker, but they've been expressly developed from the ground up to work on multiple platforms. As those of us who have watched the slow -- sometimes painfully slow -- process to re-create a modern Quicken Mac from the ground up over the past 7+ years can attest, rebuilding a program like this is not a simple proposition. In theory, I would think replacing the aging core database used in Quicken Windows with the modern SQL database used in Quicken Mac might be the right path forward, I don't know if the company or users would want to put up with the significant growing pains of dismantling and putting back together of Quicken Windows.

Back to the matter at hand: you're correct that manual updating of security prices in Quicken Mac is downright painful. The developers seem to believe that most users' securities are updated automatically, so they haven't made it a priority to create an easy interface for entering manual updates. Those of us who are longtime Quicken Mac users fondly look back on Quicken 2007 and its predecessors, where prices for any date could be entered directly in the Portfolio window.

There is a long-running Idea thread on this forum requesting such functionality in Quicken Mac; you can view it here. It was marked as "Under Consideration" back in June, so there's hope this will some day come to fruition. (But some ideas submitted to the developers remain "under consideration" for eons before the developers either decide the idea is "Not Planned" or "Planned… and if the latter, it can take another eon or two before a Planned idea is finally developed, tested and released.)

Shaun World

Thank you Jacobs. I've clicked the upvote on Snoopy FC's original, its reached the heady heights of 36 now.... Quicken for Mac has some lovely features, and then it kicks me straight back in to touch ....

jacobs

@Shaun World Actually, the idea has "95 legacy votes" in the title, which refers to votes cast on the platform Quicken used for this forum before the current one; they were unable to otherwise transfer the past votes. So the vote total is actually a heady 131 now… which is not shabby for such things on this forum.

We've been told there is not a specific vote threshold required for the moderators to refer idea to the developers, but being over 100 seems to have a greater chance of success. unfortunately, once passed to the developers, there's no way to predict the next step. Some ideas tend to "planned" within months, while others are listed as "under consideration" for well over a year with no action by the developers. On the flip side, sometimes the developers actually release a completed feature that is still marked as "under consideration" on this site without ever having told the site moderators to update the status to "planned." Such is the imperfect process Quicken uses to gather and manage feature requests from users. Sigh.