All-Currency Portfolio

Ploooplooo
Ploooplooo Quicken Mac Subscription Member ✭✭✭
edited November 2 in Investing (Mac)

Hi Community! Just wondering if anyone else out there would like to see "All Currency Accounts" as the default view (or at least an option) for the Investing Portfolio? I have a couple currencies and I believe I am not unique in that I don't consider them as separate entities, but all part of my one portfolio.

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Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    you're not the only one! There is a longstanding request, with hundreds of votes, for Quicken Mac to fully support multiple currencies. This functionality is marked as "Planned" by the developers, but we have no way of knowing when it will get implemented.

    https://community.quicken.com/discussion/7321435/add-true-multi-currency-conversion-support-in-quicken-for-mac-317-legacy-merged-votes

    Quicken Mac Subscription • Quicken user since 1993
  • Ploooplooo
    Ploooplooo Quicken Mac Subscription Member ✭✭✭

    Thanks @jacobs. Quicken has taken a big (hopefully simplifying) shortcut by allowing only single-currency accounts rather than single accounts that contain multiple currencies, which should cut a lot of that complexity because both securities and cash balances of a single currency are already dealt with. For example, I currently have AUD stocks and carry an AUD balance in my Quicken. They are missing (a) the ability to assign a FX rate to specific transactions for transfers between accounts (i.e. when someone trades one ccy for another) and (b) daily and historical market value calculations that flow through to all reports etc. I'll look and see how I can add my vote for this functionality. Thanks again!

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