Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (11 merged votes)
Quicken 2007 has a simple report for Asset Allocation,. This is one of the most useful factors to track in investing, but is weirdly lacking in Quicken 2018. It is absolutely needed, along with the ability to create your own labels for assets so you can customize your allocation. Please vote for this!
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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)
Thank You
- 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)
Thank you for bringing this to the attention of the Community!
I went ahead and merged your post with an ongoing Idea for this same feature request. Our developer's review Idea threads to get an idea of what people would like Quicken to offer.
Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:
Thank you,
Quicken Natalie
What a disappointment, if not deceiving. They call it Quicken on both platforms but Quicken Mac is sorely missing very useful functionality found in Quicken Windows.
I need to be able to view my asset allocation at the most basic level, bonds vs equities, in order to manage asset allocation percentages. And it would be nice to have several 'user fields' on the securities list for more granular security classes. Then I could report and manage my investments from Quicken rather than using a spreadsheet to consolidate holdings by security.