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Richard Baker's Avatar

Richard Baker

20 Dec, 2015 07:34 PM

I have 1 checking account, 1 savings account, and 2 mutual funds (both treated as separate accounts by Quicken); I know there has been discussion about this before, but has there been any updates that addressed the issue of showing a running total on each transaction line for "share balance" . I also would like to see this feature since it is great to see if my total balance for shares matches whatever Vanguard lists as the total for each of the two mutual funds without having to jump to some other screen. I know you allow multiple securities on the same account, but I would much prefer to have the choice of having only 1 security per account -- keeps things much simpler for me to track (and have the total shares on the same screen as the data entry would match what I have always seen for many years on
Quicken).

  1. 1 Posted by Tom Freeman on 21 Dec, 2015 12:01 AM

    Tom Freeman's Avatar

    I've put in a feature request ticket in for this.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 21 Mar, 2016 12:10 AM.

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