ETFs in Quicken

Quicken Windows Subscription Member ✭✭
edited January 2021 in Investing (Windows)
In the Security List | Details there is a drop-down field "Type" where the security type is specified (stock, mutual fund, etc.). ETF is not one of the values in the list. What should the value of "Type" be for an ETF ?
Thanks,
zkaps

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Best Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can add your own types to the list.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You could use Stock, or you can click on the Edit Types button and create a new type called ETF
    QWin Premier subscription

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can add your own types to the list.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You could use Stock, or you can click on the Edit Types button and create a new type called ETF
    QWin Premier subscription
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Or you can use Mutual Fund -- in which case you'll be able to get the Morningstar risk, return, and ratings status for the security (if that is of any value to you). 
  • Quicken Windows Subscription Alumni ✭✭✭✭
    q_lurker said:
    Or you can use Mutual Fund -- in which case you'll be able to get the Morningstar risk, return, and ratings status for the security (if that is of any value to you). 
    M* is only in Premiere

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Ps56k2 said:
    show previous quotes
    M* is only in Premiere

    I can believe the X-Ray functions are Premier only.  I do not believe those features are dependent on security type. 

    I believe the Morningstar columns in portfolio views about which I was referring are available in Deluxe and above versions (Starter does not support investments).  Those columns will only display for securities with the type = Mutual Fund.

    Been a while since I used Deluxe, so I could be mistaken.    
  • Quicken Windows Subscription Alumni ✭✭✭✭
    edited January 2021
    Educated again.... I think we have been down this discussion path before -  DELUXE
    as I don't usually hang out in Portfolio, but really should...
    YUP - it does have M* - I was only looking at the Quicken version Compare chart

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    The F in ETF stands for FUND.  Set it up as such.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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