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what level of quicken do i need to view portfolio

rujad

I have into level quicken and cannot see portfolio view. I assume I have to upgrade. Which level supports portfolio management?

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Accepted answers

bmciance

You need at least Deluxe to view investments. Premier will give you a few more bells and whistles on top of that but Deluxe meets most people’s needs for investments

All comments

bmciance

You need at least Deluxe to view investments. Premier will give you a few more bells and whistles on top of that but Deluxe meets most people’s needs for investments

volvogirl

What version do you have? Did you mean the entry level Quicken? Like the Starter Edition?

NotACPA

Or, perhaps, "into" was a type for Intro.

rujad

Starter Edition

NotACPA

Starter doesn't support Investment accounts. You need to upgrade to at least Deluxe (1 level up) to have Investments in Q.

If you contact Q Support, they can get you upgraded for the difference in the price of the 2 products, and include Deluxe in your current subscription. https://www.quicken.com/support#contact-support