ETFs in Quicken

zkaps
Quicken Windows Subscription Member ✭✭
In the Security List | Details there is a drop-down field "Type" where the security type is specified (stock, mutual fund, etc.). ETF is not one of the values in the list. What should the value of "Type" be for an ETF ?
Thanks,
zkaps
zkaps
0
Best Answers
-
You can add your own types to the list.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
0 -
You could use Stock, or you can click on the Edit Types button and create a new type called ETFQWin Premier subscription0
Answers
-
You can add your own types to the list.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
0 -
You could use Stock, or you can click on the Edit Types button and create a new type called ETFQWin Premier subscription0
-
Or you can use Mutual Fund -- in which case you'll be able to get the Morningstar risk, return, and ratings status for the security (if that is of any value to you).1
-
Ps56k2 said:q_lurker said:Or you can use Mutual Fund -- in which case you'll be able to get the Morningstar risk, return, and ratings status for the security (if that is of any value to you).
I believe the Morningstar columns in portfolio views about which I was referring are available in Deluxe and above versions (Starter does not support investments). Those columns will only display for securities with the type = Mutual Fund.
Been a while since I used Deluxe, so I could be mistaken.1 -
Educated again.... I think we have been down this discussion path before - DELUXE
as I don't usually hang out in Portfolio, but really should...YUP - it does have M* - I was only looking at the Quicken version Compare chart-1 -
The F in ETF stands for FUND. Set it up as such.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
Categories
- All Categories
- 29 Product Ideas
- 27 Announcements
- 184 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 730 Welcome to the Community!
- 605 Before you Buy
- 1.1K Product Ideas
- 49.9K Quicken Classic for Windows
- 15.4K Quicken Classic for Mac
- 986 Quicken Mobile
- 775 Quicken on the Web
- 75 Quicken LifeHub