Added the ability to duplicate cards on the New Dashboard to filter and view information from different account types.Added Restricted Stock Units (RSUs) tracking in investment accounts, accessed from “Enter Transactions”.This facilitates reviewing investment positions for tax loss harvesting. The Portfolio Value report has been extended with column sorting and an option to show lot details.Upgraded the Find and Replace tool in the register to allow you to search using find multiple criteria and replace values.
For example, if a bill comes every 30 days instead of monthly. Users can now schedule bill reminders for every x days using the Daily frequency option.The Other Investments option can be used for setting up Stock Options, RSUs, Investment Partnerships, and other manual investments using Quicken Premier and Quicken Home & Business. A global preference is also available to set cryptocurrency precision of six to eight decimal places.Ĭreated the Other Investments option as part of the Add Account feature. Investment customers (Quicken Premier and Quicken Home & Business) can now add and track cryptocurrency the same way as any security in Quicken. Real-time quotes can be turned on or off using Edit > Preferences > Investments. For investment customers (Quicken Premier and Quicken Home & Business), real-time quotes are now available.
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