Show Scheduled Transactions for Investment Accounts (since brokerage can also be checking accounts)

MikeChicago2
MikeChicago2 Quicken Mac Subscription Member
edited October 13 in Ideas for Mobile

Quicken mobile shows Scheduled Transactions (in addition to past transactions) for Banking and Credit accounts. But I pay many of my credit card and other bills from my brokerage account (an Investment account) which allows for check writing, or via direct debit. So at any time I have many scheduled transactions in that Investment account on Quicken which I can easily view on my desktop version to determine if I need to add cash to that account via funds transfer or sale of securities to have sufficient cash for the upcoming bills, checks and other scheduled transactions. But when traveling I only have the Mobile app on my iPhone or iPad. Since Quicken Mobile does not show Scheduled Transactions (or any transactions) for investment accounts, when traveling for an extended period I am unable to look ahead to make sure there are sufficient funds in the Investment account I pay my bills from. This significantly reduces the usefulness of the Mobile app for me, and I suspect many others who don't travel with a laptop computer. Perhaps Quicken can enhance the Mobile act by allowing at least one Investment account to display at least Scheduled Transactions as it does for banking (checking, saving) accounts.

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  • yjackets72
    yjackets72 Quicken Mac Subscription Member

    I concur completely with MikeChicago2. I just switched my primary checking activities from a local bank to the investment account I have which has check writing capability. Now, I can only enter or review check payments on my desktop Quicken app vs. my mobile app. This is really unacceptable if Quicken expects the mobile app to be fully viable.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @MikeChicago2 @yjackets72 What's your Q desktop product? And, for your check-writing brokerage accounts, have you looked into the "Show Cash in a checking account" option, that will create a pseudo-checking account of all of the cash transactions in the taxable brokerage acct?

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

  • jdoniach
    jdoniach Quicken Mac Subscription Member ✭✭

    Under Transactions, there needs to be a drop-down item to display a list of all future scheduled transactions.

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