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Re: Allow adding Ticker Symbol to the Holdings view
While you are waiting for Quicken to decide whether to implement this idea, you can rename your securities in Quicken so that the name starts with the ticker symbol, like GE-General Electric. This fi…2 -
Re: Tool to Find Duplicate Transactions and/or report that includes all register columns
I see many uses for your option 2, especially if it also includes the running balance.1 -
Re: Category or Theme lists
There are numerous ETFs that focus on these Themes. You could buy one or a group of them to focus your investments on themes of your choice. The concept seems attractive, but often these funds have u…1 -
Re: Returns-Year to Date
or you could review our prior discussions, where we covered much of the same ground. Here is a sampling. https://community.quicken.com/discussion/7881125/investing-portfolio-year-to-date-returns-a-jo…1 -
Re: Issues with one step update and resulting placeholder transactions
Issue 1: Often the FI download server does not update right away. Going forward, when Quicken reports a discrepancy, you should consider creating a Placeholder as a last resort. Since you have alread…1
