merger registers, archive transactions into 1 file vs multiple, make cost basis report sortable

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questionsforever
questionsforever Member ✭✭✭✭
edited October 2023 in Investments

suggestions

  1. When archiving transactions in a register, it always creates a new archive register. Allow user to select to append to existing archived register already in existence.
  2. Make cost basis report sortable by cost or market value column, not just alphabetical list of stock name.
  3. allow registers to merge wholesale.

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1 votes

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Comments

  • UserDavidC
    UserDavidC Member ✭✭✭✭
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    It's great that you took the time to make suggestions but by combining them into one post, you make it difficult for others to vote.

    For instance, if someone likes idea 1 but not 2 & 3, do they vote Yes or No?

    I suggest that you create separate posts for each of your suggestions.

    Quicken user since 1995.
    Current subscription user.