Track open stock orders/bids

kc1tom

Need category within an investment account to track open orders/bids for stocks, bonds, etc. (with expiration date tracking) to help quickly determine how much is still available to invest.

Jim_Harman

If you goal is to determine the amount that is available to invest, please select the investing account then go to Tools > Online Center and select the Balances tab.

Does the amount shown next to Cash and labeled Available cash meet you needs? This will be as of the last time you updated transactions for that account. I can't tell for sure because I do not have any open orders.

I think tracking the details of open orders is best done at the broker's website, since an open order could be executed at any time and Quicken does not have real-time access to the order status.