Show holdings at bottom of Investment register

Lee Tumbleson
Lee Tumbleson Member ✭✭✭
edited October 2025 in Investments

It would be very useful to add a 'Holdings' section to the bottom of the Investment Register to display the holdings for the account without having to open the Holdings pop-up or go to the Investing dashboard.

I have mocked this up in the attached image.

Investment Holdings.png
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  • Lee Tumbleson
    Lee Tumbleson Member ✭✭✭

    The tab section at the bottom of the registers seems to be under-utilized. There is a lot of useful information that could be available in that screen space.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'd prefer to have that bottom section (Downloaded Transactions / Bill & Income … / Placeholders) minimized whenever possible. The number of holdings that would be visible there (2-4 in your mockup) would rarely be significant in my accounts.

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