Will Classic Premier be able to include a manual Investment in any report and analysis?

dasw
dasw Quicken Windows Subscription Member ✭✭
edited October 12 in Before you Buy

I have a few mutual funds that were not able to connect to their financial companies with Quicken Simplifi. I am considering Classic Premier or Deluxe but concerned that many of my investments will not have down loaded data. I can manually create them but will I be able to make full use of reports and Premier's Morningstar info?

Thank you for any help.

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 11 Answer ✓

    You can enter the securities manually in either Deluxe or Premier and Quicken's reports will include them.

    The Morningstar info will only cover publicly traded stocks and funds that have valid ticker symbols, not special funds that are often found in 401(k) accounts. The X-Ray analysis also ignores CDs and individual bonds.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 11 Answer ✓

    You can enter the securities manually in either Deluxe or Premier and Quicken's reports will include them.

    The Morningstar info will only cover publicly traded stocks and funds that have valid ticker symbols, not special funds that are often found in 401(k) accounts. The X-Ray analysis also ignores CDs and individual bonds.

    QWin Premier subscription
  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Also, note that Quicken Mac doesn't have access to Morningstar data the way Windows does.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quicken has a 30 day refund policy. You can always buy it, try it and return it if it doesn't do what you need it to do.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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