Hoping they separate ETFs from Mutual Funds. Fidelity has them separate and it sure makes it easier.
In QWin, and I strongly suspect the same is true in QMac, an ETF should be created as a stock … not a Fund.
Yes, the last letter stands for Fund, but they trade more like stocks than like Mutual Funds.
Maybe this can help. In Quicken for Windows, you can change the Type for a security. I have ETF's and CEF's securities. The Securities list can be sorted by Type.
@leishirsute In Quicken Mac, there is no ETF security type. We have to use either Stock or Mutual Fund; either one works perfectly for tracking and reporting.
@Leslie Jones That said, the developers have acknowledged this; they recently added Cryptocurrency and Commodity as security types, so you might expect to see ETFs added as a security type in a forthcoming update.
True. I had to Edit Types and create new ETF and CEF types.
That's not an option for Quicken Mac, we have to use the built-in asset types.
