What investment software besides Quicken for Mac 2007 has the history of actions list???
for one reason only. The HISTORY of actions for each security showing Buys/Sells/Dividends, (date and how many and how much). Can't find this feature on any other app. Does anyone KNOW this feature on another app?
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That sounds like the Security Derail view in Quicken for Windows. I am not sure if the recent QMac versions have a similar feature.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
Current QMac doesn't have the Security Detail view like QM2007 and QWin. However, you can easily filter (search) the all Investments register for a give security and this will give you a list of every transaction for that security that you can further filter by date, account, etc and you can sort by any parameter (eg. date, transaction type, amount, etc).mshiggins said:That sounds like the Security Derail view in Quicken for Windows. I am not sure if the recent QMac versions have a similar feature.
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????
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There should be a LIST of SECURITIES. PERIOD!!!mshiggins said:That sounds like the Security Derail view in Quicken for Windows. I am not sure if the recent QMac versions have a similar feature.
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The new QMac retains and will display the complete transaction history for a specified security.
Open the holding account to Transaction View.
Key in the security name in the search box at upper right of display.
Result is a filtered register view showing all history for the specified security.
Note - may need to set the twister register date filter; e.g., All DatesQWin & QMac (Deluxe) Subscription
Quicken user since 19911 -
As I mentioned above, you can generate something very close to this by filtering and adjusting columns in the Investing register...Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
OK, that looks good. What is that? Windows? or Mac? And what release???Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????0 -
That's QMac 2019 5.8.1Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
And that feature is new to Mac 2019 (in the search?)????Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????
I didn't get that screen in Q 2018.
Because if so, I'll buy 2019 and try to move up from 2007. I just upgraded to Mojave... and am afraid next upgrade I'll lose Q 2007.0 -
Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?0 -
I think there's a typo. JM was just saying you may need to set the Date filter (that you can see in my screenshot).Adele Dreyer said:Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
OK....So, I'll go buy 2019.... and hope I can get the tools I need.Adele Dreyer said:Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?
Are you guys Quicken techs????0 -
The availability of this view is unchanged from QM2018. It sounds like you just didn't know how to find it or set it up. Do you still have QM2018?Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????
Here are the steps:- Click the "Investing" register in the sidebar.
- Click the "Transactions" button to switch from Portfolio to Transaction view.
- Click in the search box, upper right, then click the magnifying glass and select Security/Payee, then type the name of the security in the search box.
- Right-click on the column heading bar to choose which columns you want displayed (or use menu View > Columns).
- Grab and drag the column headers into the order you want the columns.
- Drag the divider between column headers to adjust column width.
- Click a column header to sort by that column. Click again to reverse the sort.
- Adjust the Date, Account, Type and Status filters as desired. In the Accounts filter, you can click on several accounts to get just a particular subset of accounts displayed.
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
Wow - that was a typo - spell checker gone wild??Adele Dreyer said:Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?
I meant "transaction register".QWin & QMac (Deluxe) Subscription
Quicken user since 19911 -
We are fellow users like yourself, but enjoy helping people out here on the forum and so have been designated as "superusers". We are not Quicken employees.Adele Dreyer said:Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
Yeah... "Twister" is a dance! (60's)...Adele Dreyer said:Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?
Once I get into Q'19, I'll get back to you.0 -
I'll keep your notes, thank you both for your help. I'm older than both of you put together, no doubt! Been using Q since the '90's, I think. I've been Treasurer of big organizations, held Quicken workshops to get fellow piano teachers (me) to help in their studios, and continue w/a non-profit using Q 2018 just fine. But I'm doing my own investing. And doing very well. Take a look at NRZ today!!! over 11% dividend. In low $17.... very good buy. Wish me luck on Q 2019.Adele Dreyer said:Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?0 -
Adele Dreyer said:
Note - may need to set the twister register date filter; e.g., All Dates.... (FROM ABOVE).
WHAT DOES THAT MEAN?I'm older than both of you put together, no doubt!
That would easily make you the worlds oldest person! Are you in the Guinness Book of Records? (I've been using Quicken since the 90s too.)Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
I've now upgraded to Q Mac '19. I'm pretty well-versed in the steps above.Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????
Q: Is there a way of exporting a Q 2007 file w/all data include price of shares back, say 5 or 10 years and important that into the new Q file?
FIDELITY only provides "price" of shares bought starting in @ September, 2017.0 -
You can click menu File > Import > Quicken Mac 2007 File. This will import your QM07 file to QM19. However, folks have reported varying success in getting the investment side of things to come over accurately. Let us know how it goes.Adele Dreyer said:I haven't seen Quicken for Windows. But it IS the Security detail, and looks like this, for example:
Acct Date Action Shares Price Amt Commission Total Shares
Trust 2.17.18 Buy 1000 $17 $17,.... $4.95 5000 (long hold....)
Trust 4.27.18 Dividend $2,500 5000
WHY DOESN'T QUICKEN INCLUDE THIS IN THE NEW 2018 ETC PLATFORM?? MAC ????Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
I have been able to go this route: Account>Transactions> Q: security symbol.
This brings up the transactions EXCEPT the dividends !!!! I need to see the DIVIDENDS ADDED, which are downloaded digitally from Fidelity and ID'D as Dividend Income listed under Type. So.....???? That is MISSING FROM QUICKEN!0