Investment Goals - Entry & Reporting

Sisyphus1967
Sisyphus1967 Member ✭✭✭
edited January 26 in Investments

It would be nice if there was an easier way to update the investment goals for each Security. I use the goals to keep track of different strategies/reasons for holding but have to update each stock individually after going into the detail view, then the Edit Details, then Other Info to finally be able to update the Goal/Strategy. I realize a global setting like recategorize is probably overkill but some sort of improvement would be great. It would also be nice if you could do more with Investment Goals in reporting than simply subtotal by them. A couple of dedicated reports like Performance by Goal or Total Return by Goal would be great.

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Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 26

    I agree it would be nice if the entry of Investing Goals was more convenient.

    How would you distinguish between the Performance and Total Return reports?

    Note that you can already filter and subtotal the Investment Performance report by Investing Goal.

    You can also group the Portfolio views by Goal.

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