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ETFs in Quicken

zkaps

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 ?

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Accepted answers

Rocket J Squirrel

You can add your own types to the list.

Jim_Harman

You could use Stock, or you can click on the Edit Types button and create a new type called ETF

All comments

Rocket J Squirrel

You can add your own types to the list.

Jim_Harman

You could use Stock, or you can click on the Edit Types button and create a new type called ETF

q_lurker

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).

Ps56k2

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).

M* is only in Premiere

q_lurker

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).

M* is only in Premiere

I can believe the X-Ray functions are Premier only. I do not believe those features are dependent on security type.

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.

Ps56k2

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

NotACPA

The F in ETF stands for FUND. Set it up as such.