View investments by account with Quicken on the Web
With the iOS Quicken app, there's an "Accounts" view of all my investment accounts (see screen shot). I cannot find the equivalent view with Quicken on the Web. The view I do see in Quicken on the Web is a list of all my investments (e.g. ETFs, mutual funds, CDs, etc.) but they are all grouped together. For example, I own VTI in multiple accounts, but in the Investments view, it doesn't break VTI down by the multiple accounts (e.g. Brokerage vs IRA). I can go into each account and see the details of my investments, but there's no overall view that I've been able to find. Does this view exist in Quicken Web?
Answers
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Hello @twillia1969,
If I'm understanding correctly, you're wanting to find a view in Quicken on the Web that lets you view your holdings by account? If that is correct, then the closest to that you'd be able to get is clicking on the investment account in the account list (accounts bar on the left side of the screen), then it will show the holdings associated with that specific account.
I hope this helps!
Quicken Kristina
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Thanks Kristina. Your response is what I was expecting but not hoping for 😁.
Thanks.
Anthony
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Thank you for the follow-up,
Happy to help, although I'm sorry I couldn't give you better news. We do have a Product Ideas section of the Community where you can post about new features or changes to existing ones that you'd like to see in the future. For more information about creating an idea post, click here:
Thank you!
Quicken Kristina
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Personally I’ve been using Quicken on the Web more and more recently, and it’s actually getting pretty nice to use. I would love to see far more investment insights on the web version than is there now. Even the simple charts you offer in Simplifi would work really nicely on the Web Quicken app.
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