New Feature Alert: Investment Total Cost & Gains!

Coach Natalie
Coach Natalie Administrator, Moderator admin

We have some very exciting news for everyone! In Early Access, users will now see a Cost Basis in the Investments section that will track gains/losses over time, which we are calling "Profit" in Quicken Simplifi. This change is on both the Web and Mobile Apps!

You can add a Cost Basis to both manual and downloaded holdings. Better yet, if your investment account is connected in Quicken Simplifi, we should be able to receive the data directly from your bank or brokerage!

We hope this helps our investing users better track their investments in Quicken Simplifi! We'd love to hear any feedback on this new feature, so please be sure to navigate to our feedback post to tell us what you think.

-Coach Natalie

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited October 4

    This feature is out of Early Access and live for everyone!

    A couple of changes to note:

    • Cost Basis was renamed to "Total Cost" to avoid confusion
    • Profit was renamed to "Gains" per user feedback

    -Coach Natalie

This discussion has been closed.