Does Quicken no longer provide a target investment allocation?

Quicken Windows Subscription Member
in Investing (Windows)
Does Quicken no longer provide a target investment allocation?

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Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Exactly what are you looking at?

    When they put in the feature of custom asset classes they did drop some features and some are out of date and don't calculate correctly.
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    This is my website: http://www.quicknperlwiz.com/
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    The feature to set a target allocation is still there under Investing > Allocations. But there is no default target. You have to create it.

    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 Member
    RJS - Thanks for the confirm. At one point I thought it used to provide a target allocation based on how you answered all the questions. Looks like I need to go out to a separate website now and then load into Quicken...
  • Quicken Windows Subscription Member ✭✭✭✭
    Bay Area User said:
    RJS - Thanks for the confirm. At one point I thought it used to provide a target allocation based on how you answered all the questions. Looks like I need to go out to a separate website now and then load into Quicken...
    That feature was lost when they put in the custom asset classes.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
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