customizable portfolio (68 Legacy Votes)
One thing I use a lot in 2007 is the customizable portfolio. I like to be able to choose which columns I wish to view and move them around and resize them as needed. I would also like the portfolio to be exported to a spreadsheet format. I have voted for this many times on the vote page. If you agree, please vote for this feature. (You have to write it in because they took it off the voting list!)
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- 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
- List of Requests for Report Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- List of Requests for Reconciliation Process
- Add QuickMath functionality
- True multi-currency conversion support
- Loan Amortization
- Budget features
- many requests for configuration options
and many others.Be sure to scroll down each 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)
Meanwhile, I highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.
This will help make the transition easier for you when you are ready to upgrade by seeking to have the features you are used to in Quicken end up in the latest version.
To do that click on this underlined link, following the instructions then VOTE to your heart's content:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On
Your VOTE matters!
(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)
If you are interested, I recommend you look at the following list to identify any features needed that you see missing in Quicken for Mac. You may want to add your vote to requests found on the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac.
This is a special list that draws attention to requests specifically related to this topic. Click the underlined link to visit that page to see the selection and add your VOTE to promote that list, to encourage others to vote. Then click on the links there to vote on the specific requests.
I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.
To do that click on this underlined link, following the instructions then VOTE to your heart's content:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On
(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)
There needs to be additional columns in the Portfolio View for Investment Return % based on current stock price and dividend, a column for investment income/dividends current year and a final column with total investment income over ownership period.
https://getsatisfaction.com/quickencommunity/topics/portfolio-columns
- 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)
What has yet to be implemented is the following:
- Many desired data columns have yet to be added (some examples listed above)
- Ability to print the Portfolio View prints everything rather than printing was is selected in the view (see Add a Portfolio report).
If you have not, be sure to click VOTE at the top of this page to have the rest of this feature implemented.YOUR VOTES matter!(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)
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
Your VOTES matter!
(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 do see that asset class is user-definable, so that's the equivalent of "Goal" from Q2007.
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(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)
"The QM folks have committed to parity with QW…" Have they also committed to parity with QM2007? Admittedly, since much of the over-all philosophy between "old" and "new" Quicken is different, it'll be quite a judgement call as to when that is achieved.