How to record advisor fees in quicken for Mac to impact Rate of return

Question

I m trying to figure out how to enter financial advisor fees in quicken for Mac so they impact rate of return.  The windows version has an option when creating a new category to "impact rate of return".  This does not exist in the Mac version.  ( I will rant later :)).   I see a similar question from 2019, but it appears to be very cumbersome.  I was wondering if there was a more elegant way of handling this and/or perhaps better functionality since then.  Thanks

Jon · Answer

Quicken Mac doesn't have any investment reports. You can see investment performance on the Portfolio tab when looking an an investment account or account group. I would assume that cash is included in the overall account performance numbers but haven't really dug into it.

There's already a Product Idea thread requesting better investment reporting that has plenty of votes and has been "Under Review" for over 2 years now:

https://community.quicken.com/discussion/7910394/need-more-investment-reports-in-q-mac

NotACPA · Answer

In QWin, there's an "Investment Performance" report that shows rate of return, including cash withdrawn from the account.

Is that report also in QMac?  If not, you might want to start an Idea thread suggesting it.

Qkndufus · Answer

They are taken from cash in the account.  at least this time.