Add ability to manually update security quotes account's portfolio window QM2017+ (95 Legacy Votes)

In QM2007, I could manually update quotes for any particular day inside the portfolio window, especially for funds that didn't have functional ticker symbols (i.e. 401k fund that has a unique value relative to its ticker symbol, other crazy reasons like life insurance funds). That functionality does not appear to be in place within QM2016, as one has to add additional prices for each security under the security list. Can we make it a little easier to directly update prices for those mutual funds/stocks that don't have direct update ability through the internet?
QMac Subscription - iMac - Quicken Mac user since 1995
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Return the ability to manually edit securities quotes directly in the portfolio view, rather than having to dig through menus to get to the appropriate Securities pane
Agree! Agree! Agree! The current process is anything but straightforward!
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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, I suggest you read this FAQ on how to filter the IDEAS on this forum 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
- True multi-currency conversion support
- many requests for configuration options
and many others.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.
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Note: This conversation was created from a reply on: Quicken Mac 2017 Securities Quotes.
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(Canadian
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- List of Requests for Data Entry and Usability Options and Features
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In QM2007 you could edit a security price by entering the correct price directly into the price displayed in the Portfolio.
Overriding the prices that the system downloads from the net may be necessary for a number of reasons - including that fact that some securities (particularly bonds) may not be included in the download, and in some cases a user may want to correct a price to conform his file to his brokerage month-end price.
The approach of going to the securities listing and clicking on the security in question and then selecting prices and finally entering the corrected price. This is a very round about way to make a simple correction.
I think the approach in QM2007 would be a major improvement in QM2017
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(Canadian
Have Questions? Check out these FAQs:
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
Then, 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.
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. Your VOTES matter!
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On
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(Canadian
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for this for years. I vote for this addition
In Quicken 2007, I was able to add security prices from the portfolio view. In Quicken 2018, I have to go through multiple steps of selecting Securities from the menu. Choosing the security and then entering the price. Please add back the ability to enter security prices from the Portfolio.
Say I'm updating the price of a bond from my month end statement which I get middle of following month. I have the portfolio set on last day of the that month. Click on security, click on edit, move cursor to tippy top of window, click price history, move cursor down to date field, move the date down to previous month end (it doesn't remember I have already set the correct date in Portfolio view) move over to closing price, enter price, click 'add'(if you forget this it doesn't work) click 'done, then renew port window.
This is a great improvement? Ha.
Compared to: click on quote field, enter value, move to next field. No wonder Mira above gave up on it.
I think of all the stupid things they do in the newer versions, the worst is always defaulting the date to "today". When I do transaction entering, pretty much never need today's date. I'm entering my March statements now and every single record requires that move the date from 'today' to the correct date in March. Monthly dividends typically come in on the 15th, quarterly ones near month end. If they just inserted the last date I used it would save me loads of time.
Do you know my ancient DOS versions of Q which were very fast and sleek, always remembered the last dates I entered o matter where and continued from there. So much smarter.
As for "do they care?", yes, of course they do. And the program has come a long way since 2016. But the developers have had hundreds of feature requests, and even after several years, there are still many waiting to be done. They often focus on adding features that cannot be done at all over those ideas which would streamline processes which already work.
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-Quicken Natalie