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Can a 90 Day Holding Period be assigned?

Gman34798

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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Comments

Quicken Kristina

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.