Investment goal report over time?

FletchF15
FletchF15 Quicken Windows Subscription Member
edited September 8 in Investing (Windows)

I am trying/would like to create an investment report subtotaled by "Goal" (Y axis) over a selectable interval of say a month or year (X axis).

Thanks for any help.

JJ

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Answers

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭

    @FletchF15 that's a great idea, but Quicken only has savings goal type reporting. I would suggest you go to product idea section on the Community Homepage and submit your idea. That is a good one, I'll vote for it! If you get enough interest they might add this reporting. They tend to listen, I have had a few of my ideas added over the years.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @FletchF15,

    We appreciate you reaching out!

    As @Jeff76 suggested—If you’d like to see this feature added, you can create an Idea post here in the Community so other users who have the same or a similar request can vote on it.

    Here’s a helpful Community FAQ with instructions on how to create and submit an idea post.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    Thanks for sharing your suggestion!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you are referring to the "Investing goal" setting for securities, you can set either the Investing > Portfolio Value or the Investing > Portfolio Value and Cost Basis report to subtotal by Investing Goal. The reports may have more detail than you are looking for, but the subtotals will be there.

    Please let us know if one of these works for you, or if you are looking for something different, please explain.

    QWin Premier subscription
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