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A new report/view that lists accounts by Interest rates

Jeff76

I have always found it odd that Quicken has not created a report that lists accounts by interest rate.

Each account profile has a field for interest rate, but it is unclear to me if Quicken uses this field for any calculations nor why users have never clamored to view their investments ranked by their interest rate.

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Reports

Windows

Reviewed

Display/UI

Status: Reviewed

Comments

UKR

There's a view already available which covers some of what you are asking for: Selected Liability and Credit Accounts.
This view can be found in the Property & Debt tab, Debt view. Scroll down a little as this is the 2nd view on screen.

It shows the interest rate for each account. The field, being marked in blue, is clickable for easy edit of the interest rate.

That's, AFAIK, everything you can do right now. No sorting by interest rate, no download of updated interest rates, no savings or CD accounts.

Jeff76

Thanks @UKR, but since this limited to just debt it's useful, but not nearly as powerful as a report in which you can see and sort all your accounts and investments by interest rates. The next step would then have a report that would project estimated income in the next year based on those rates. All the data fields are there, it just takes some smart programming and user interest to connect the dots.

Jim_Harman

For investing accounts, there are columns in the Portfolio views that will show dividend yield and estimated income. You may also find the Investing > Income by Security report useful.

Jeff76

Thanks @Jim_Harman, but that report shows income received in a past period, but my thought is it would be nice to harness that interest rate field to help project estimated income in the future. Why did they add that field, perhaps they thought they may use it at some point?