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Re: Newly Retired > Quicken Investments > Seek Advice Regarding Placeholders & More?
Allowing the Placeholders should be OK to get you started. Always back up your file before making changes like this, in case the result is not what you expected. As you get more familiar with Quicken…1 -
Re: Newly Retired > Quicken Investments > Seek Advice Regarding Placeholders & More?
It appears that in IRA 2970, there is a mixup between the 3 Total Bond Market securities. It appears that the ETF and the Investor class shares were consolidated into the Admiral shares. In IRA 6501 …1 -
Re: How to / possible to create multiple quicken accounts for one brokerage account?
Another thing you can do is to keep all the securities in one account and create custom Investing Goals. You could use the Investing Goals to group or subtotal your securities in one view. The only l…2 -
Re: Edit/Delete the Default Portfolio Views (6 Legacy Votes)
Note that since this Idea was created, Quicken has added 10 views Custom10 - Custom19 to the list, which is an improvement. But the other requests, to be able to rearrange, delete, and presumably add…3 -
Re: Include Custom Assets When Rebalancing Portfolio
I agree this is a longstanding bug. [adding] or you might call it a partially implemented feature. Forum Moderators sometimes review issues discussed here and refer them to Development, but if you wa…1
