Improve the Capital Gains Estimator: price reset; manual price more distinctive
The Capital Gains Estimator is accessed from an Investing account's portfolio page's "Investing Tools" button - top right. Initially, it will show current price quotations for all holdings / basis lots.
But, you can manually enter a price for a security that will over-ride that quote.
Quicken Mac makes that manual price appear in italics … which is way too subtle for me, as I noted in this thread:
What's worse, in my view, is that even after closing the Capital Gains Estimator (CGE) or quitting Quicken, that manual price remains… and is never updated to the current price if the user forgets about it.
Here is my proposal for an improvement:
- Instead of just italics for a manual price entry… how about a background color change to it really stands out? I'd suggest yellow as it should be a caution that the price calculations will not be using current market prices.
- Add a button to "Reset Manual Edits" - to clear all manual price entries and return the CGE to its normal state of most-recent-price quotes. Currently, you must delete (blank out) the price field … and you must do that for every security that has been over-ridden… which could be many. If you just want to restore one security to its quotation, just blank it out. But we need a means to restore the entire CGE to using current quotation values.
Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.2 (and Win 11 under Parallels Desktop)
Comments
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These suggestions sound like good ideas to me. I had never noticed this problem because I never manually entered prices in the Capital Gains Estimator. The lack of a way to reset to current market price is really problematic. if someone creates a scenario involving a lot of manual price entry, then having to back out of those manually entries one at a time is kinda crazy; there really needs to be a Reset Prices button.
Quicken Mac Subscription • Quicken user since 19935
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