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Macintosh Portfolio view enhancement - columns to show gain from MMFs/CDs/etc. [Edited]

William Day

This request is for a Macintosh Quicken Classic enhancement. It appears that the requested enhancement already exists in Windows Quicken.

Money Market Funds, CDs, etc. throw off interest/dividends on a regular basis causing an increase in the value of these ‘investments’ yet nowhere in the MAC Portfolio Screen is there a column(s) showing ‘amount of this gain'.

It is my understanding that the amount of this increase is reflected in the Windows Portfolio Screen in columns associated with ‘Income’. Quicken should make the same ‘columns’ available to Macintosh Quicken Classic users.

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Investments

Quicken Mac

Reviewed

Display/UI

Portfolio View

Status: Reviewed

Comments

NotACPA

It's NOT a "gain". It's income. The value of the MMF, CD, etc remains $1/unit. Even if you reinvest those MMF divs, the value increases because the number of units/shares increases.

If held in a taxable account, that interest/dividend is reported as such by your broker/fund. They're not eligible for CapGn treatment.

William Day

Not asking for the MMF, CD interest/income to be placed in the Mac Portfolio 'Gain' Column. Am asking that the Mac Portfolio Columns include the same column options present in the Windows Portfolio View (ie. Interest, income).

NotACPA

Re-read, and perhaps edit, the 2nd paragraph of your original post.