Multi-edit window for rapid 401k share/price updates

RPSMG

Goal

This idea is to speed up the process of updating an investment account that is not connected.

Current Scenario

Very labor intensive, prone to mistakes, and, honestly, way more tedious than necessary, even for a quarterly task:

• Dashboard TAB; Click security; Click Edit Share Price; Enter New Share Price
• Repeat for each security.
• In investment account statement, find current number of shares. Compare with the share count listed in Quicken to determine the change.
• Go to Transactions TAB; Add a new transaction that adds or subtracts the share difference.
• Repeat for each security.
• Repeat for each account.

Ideal Scenario

I came to the Mac version from Windows and Windows had a nice widget that you could pop up for each account. It contained the following fields; Date, Share Price, Share Count and maybe something else. I could quickly input all the latest values and be done in a minute.

• (Preferred) Recreate the multi-edit widget from Windows
• (Better Than Nothing) At least allow Simple Tracking for accounts that are not connected. That might be a reasonable quick win. For some reason I'm forced to use Detailed Accounting, so existing features like "Update Share Balance" are not available to me. While still cumbersome to edit on a per-security basis, as opposed to the account level, at least it removed the math and accompanying transaction.
  • Simple Tracking is perfect for retirement accounts and the employer-managed versions of those are exactly the type of accounts that are pretty much guaranteed to be offline accounts.

Happy to beta test.