I would like to see investment performance by security, account, type, etc. Cost Basis is right for taxes, but Amount Invested can be very helpful for getting a sense of how much money you've made. Only Cost Basis, which includes dividends. No way to show "Amount Invested" in a security. Again, you can do this with tags, but wow, what a pain to set that up. If the account has several CDs you can get a total of "cash" in the account, but not the interest on each. No way to identify interest paid on individual bonds or CDs in an account. Tax Free Dividends do not separate out in category reports because there is no way to identify them as such when the transactions are made (except with tags, as you point out, which is an awkward workaround, at best). Not all of the items you mention affect me, but several do and I strongly second them: There are some things to like, but a lot of features are missing, particularly with regard to investments, and frankly, I'm not happy about that. I've been using both programs for months now, comparing them. Thanks for your continued work on this and support of the Mac platform. At the least, add “Change Account Number” to the “Change Connection Type” window or something like that. With the security problems that many of us face, those numbers must be changed fairly often, and figuring out how to do this is difficult. The current way is extremely circuitous and non-intuitive (using Settings/Change Connection Type). ![]() Please make it easier to change account numbers like credit cards. Almost always these are “tax-deferred” income, not “tax-free” (except tax-free bonds/municipal bonds).Ģ. Quicken should stop using the term “tax-free” in most instances. I expect that this is problematic for those who rely on Capital Gains for their primary income.Ħ.Ěccount Status window when downloading transactions gives incorrect data (under “Details” about how many transactions were downloaded if an error or timeout occurs.ġ. Note: That might not be bad if someone is starting from scratch, but many of us updating from QM2007 or other programs have hundreds of those transactions and dividing them all into two transactions too time-consuming. The category automatically assigned to Capital Gains is “Reinvested Capital Gains which is not a budget category, and in fact does not seem to exist anywhere else in the program. This is strange because it is not the same as how Dividends are treated, where Reinvested Dividends can be included in the budget in one transaction because the category assigned to reinvested dividends is “Dividend Income”. The only way to achieve this right now is to split a Reinvested Capital Gain into two transactions, as Capital Gain Income and then a security buy (as two separate transactions). Reinvest Capital Gains cannot be included in budgeting. There is an inconsistency in how Reinvested Dividends and Reinvested Capital Gains are treated. To see the total of tax-free income, you must tag each of them as “Tax-Free Dividend” and include them in a report through the tag portion of the customize tab in the new report generator. ![]() For instance, Muni’s in a taxable account cannot be shown to be tax-free, except by use of tags. There is no way to make a dividend tax-free in a non-retirement account. I’d like to have a “Previously Reconciled” window/register so you could see previous month’s reconciliations when something goes wrong or changes (similar to QM2007).Ĥ. I’d like to be able to see subtotals by year, category, payee etc. from and to specific dates (not just last 1, 3, 5 years, etc.).Ģ. I would like to see investment performance by security, account, type, etc. As we move into 2020, and it being the season for Wish Lists, here is mine for Quicken in 2020:ġ. Nonetheless, I am fairly happy with the new capabilities, but of course would like to have more. ![]() It has mostly gone well, though it has taken many hours of work to recreate many of my previous reports using the new reports engine and cleaning up data that did not translate perfectly. I switched from QM 2007 to the new Quicken in June.
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