Can a 90 Day Holding Period be assigned?

Gman34798
Gman34798 Quicken Mac Subscription Member ✭✭
edited September 2023 in Investing (Mac)

currently a short term (<1 year) and Long term holding period is displayed in the portfolio view. My stock in the ESPP plan through my employer has a 90 Day restriction from date of purchase. Can a 90 Day restriction, i.e. custom, holding period be defined and used in Quicken for Mac?

Currently running version Quicken Premier, Version 7.2.2 (Build 702.49933.100), macOS 13.4.1

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Gman34798,

    Thank you for reaching out to the Community. Currently, grouping by custom holding periods is not supported in Quicken for Mac. When you select grouping by holding period, it groups by short term and by long term.

    You can post an Idea, requesting the ability for custom holding periods be added. If an Idea gets enough votes, it may be implemented in a future release.

    Thank you.

    Quicken Kristina

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