Requested Features for Investment Module for Mac

[trailmk]

I have been using Windows Quicken for 15+ years but recently switched to a Mac. Currently I am running Win Quicken with BootCamp on my Mac while waiting for the promised release of the new Quicken for Mac. I was completely floored when Quicken recently disclosed that the new Mac program would NOT track individual investment transactions. This is the final insult. I am officially seeking a replacement program.

I am not an active trader but I need to be able to identify and track individual lots for tax implications regarding long/short term capital gain/loss. I want automatic downloading of current quotes. I've resigned myself to keying in my existing data from Quicken by hand. I have tried to import Quicken data into several Mac financial programs with no success. I'll only need to key data for my current holdings since I will keep my existing Win Quicken via BootCamp setup for historical information.

I can live for now with my current setup but I really hope you are able to produce an investment module for the Mac within a year.

Thank you.

[mthadm]

Hello,

My Money Investments supports tracking of lots, as well as automated end of the day stock updates.

Additionally, we plan on providing a streaming intraday stock data feed service for customers who need it, this will be at a separate monthly data subscription package.


Thanks,

MTH Team

[mblake]

Hi,
I am anxiously waiting for the investments module having switched from MS Money but after also trialling the beta of Quicken Financial Life. I found it very easy to import my QIF data straight into MyMoney, the only issue I had was with dates of transactions which for some unknown reason were mostly amended to 2011 and 2012. Other than that I amended entries to fit my categories but the actual figures and payees etc were all imported okay.

HTH,
Mickey

[mthadm]

Hello,

You may need to adjust how your dates are interpreted, you probably want to change your import file locale to UK-English in Preferences/Import.

Also, please open one of your QIF files in a texteditor and see what is the format for dates, if it is Day/Month/Year you may want to adjust Date Pattern in My Money from
MM/dd/yyyy to dd/MM/yyyy

Thanks,