what level of quicken do i need to view portfolio

rujad
rujad Quicken Windows Subscription Member
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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Best Answer

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2021 Answer ✓
    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 

    Quicken Windows user since 1993.

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2021 Answer ✓
    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 

    Quicken Windows user since 1993.

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    What version do you have?  Did you mean the entry level Quicken?  Like the Starter Edition?  

    I'm staying on Quicken 2013 Premier for Windows.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Or, perhaps, "into" was a type for Intro.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • rujad
    rujad Quicken Windows Subscription Member
    Starter Edition
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP