Add Lot Management to Quicken for Mac to support selling specific investment lots (132 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
Add lot management to Quicken for Mac so it is possible to define which lots are sold in the investment module, as an additional option to FIFO or LIFO.
Add all the capabilities related to the ability to handle lot allocation when selling, similar to QM2007 or QWin.
(If you find this feature helpful, please be sure to click like on this reply, so others will know, then click "VOTE" above to increase the count and therefore its visibility by the developers, thanks.)
Add all the capabilities related to the ability to handle lot allocation when selling, similar to QM2007 or QWin.
(If you find this feature helpful, please be sure to click like on this reply, so others will know, then click "VOTE" above to increase the count and therefore its visibility by the developers, thanks.)
Have Questions? Check out these FAQs:
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
2
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Comments
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
The problem with saying "start with the latest Windows version for features and add from there" is that the Windows version has nearly 30 years of development work behind it. You can't just re-create that for the Mac in a couple years. Especially when sales of the product justify only a small programming team. This isn't Apple, with tens of thousands of programmers; the Mac programming team has been tiny. (Single digit tiny). Even with the new President of Quicken committing earlier this year to double the size of the Mac team to speed development it will still be a pretty small group. So they have to pick and choose which features are the highest priorities to the largest number officers and work their way -- slowly -- down the list.
In some cases, like investments, you can see signs that they have built in some of the pieces needed to finish the job later. For investments, you can see your individual lots, which means the data and structure is there to allow selling individual lots; they just have to come back to work on this part of the program to add that logic and user interface functionality. The good news is that it will probably happen at some point; the bad news is that with all the features users are asking for, it might take a long time to get through the list.
But it seems many features are being re-invented. That will always leave gaps, as learned experience as to what is most appropriate is overlooked. I understand staged releases of a feature. But I do not see follow through on many features to add the next level of nuances to make them feel complete.
Instead, it seems that features are being released with basic functionality, too basic in many cases, that they miss the mark, especially for seasoned Quicken users. To me, this comes across as half-baked, leaving many frustrated.
Anyway, I do not want to detract the discussion here, as this thread should be about the feature request.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
The feature is not even listed as an option for voting on the comparison page, which suggests it is unlikely to be implemented anytime soon.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I'd definitely encourage you to visit the Feedback page and enter this feature need in the "Something not listed? Tell us" box. The more they hear this from users, the more likely it is to be on their radar, or move up their priority list.
Now, that was more than two years ago. Marcus left the company for awhile and then came back. Quicken separated from Intuit. A new president & CEO was brought in. The programming team is now being enlarged. And with all those changes, priorities have undoubtedly changed. For instance, back in 2013, Marcus said they didn't want to make the Mac program look like a Windows program, because Mac users wanted Mac apps to take advantage of the Mac UI; with the release of Quicken 2017, they have clearly reversed course on that, as they changed the Mac program's UI to more closely mimic the Windows look and feel.
CEO Eric Dunn says they are aiming to work towards general feature parity between Quicken Mac and Quicken Windows, but we don't know if they're copying just concepts or now more inclined to copy actual details of implementation.
Anyway, I appreciate your input but this is WAY off topic and detracts from the purpose of this thread.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(I would not worry that side conversations like this, which help expand the understanding of Quicken users about where things stand and how we got here, will detract from your goal of attracting votes for the feature mentioned at the top of the thread.)
Seeing lot purchases in the portfolio isn't particularly useful—the lots become inaccurate after the first sale, when Quicken makes the wrong selection. I could quibble with what it means about progress, but that wouldn't be useful.
While people who care about lot selection are probably a small minority of the market for personal accounting software, for those people the lack of the feature is a "product not usable" level issue.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types and Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)