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what level of quicken do i need to view portfolio

rujad
rujad Member ✭
in Investing (Windows)
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 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 

Answers

  • bmciance
    bmciance 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 
  • volvogirl
    volvogirl 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 SuperUser ✭✭✭✭✭
    Or, perhaps, "into" was a type for Intro.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • rujad
    rujad Member ✭
    Starter Edition
  • NotACPA
    NotACPA 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 DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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