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Re: A new report/view that lists accounts by Interest rates
For investing accounts, there are columns in the Portfolio views that will show dividend yield and estimated income. You may also find the Investing > Income by Security report useful.1 -
Re: The Community Meetup- July 2025 Edition
A hidden gem for smarter investing: the new Tax Loss Harvesting report (Premier & above) displays unrealized gains and losses by individual lots. The kind of detail savvy investors appreciate. Th…2 -
Re: How to use Portfolio X-Ray for TreasuryDirect TBills? it fails
That's right, you would exclude the Treasury Direct account from the Portfolio X-Ray. You can see the impact of your T Bills and in the Investing > Portfolio views and the investing reports, …1 -
Re: etrade download/Meta quote/price in error
@louisebeeee The instructions above are for Quicken Classic for Windows. Hopefully a Mac user will chime in with Mac instructions, or you could ask the question in the Mac section of this forum. Or t…1 -
Re: CREF Stock (CSTK) Updates
CSTK is the ticker symbol for a new Invesco ETF. If you are referring to the CREF Stock retirement fund, that is not publicly traded and Quicken's quote provider will not have prices for it. You…1
