The Official Quicken Online Blog
New Features Including Ability to Download Investment Balances
(pathTags: dateCr:20080325 blogId:.eff0c46 blogCategory:Features status:published blogTag:features blogTag:investments)
posted by barronernst
All,
We added some new features to the product yesterday:
* We've added many popular investment and loan institutions to our list - We've added institutions such as E*Trade, Merrill Lynch, SalomonSmithBarney, Putnam Investments, T. Rowe Price Investments, TIAA-CREF Investments, Sallie Mae Loan, Fidelity NetBenefits, Charles Schwab, Fidelity Investments, TD Ameritrade, Countrywide, and AIG Retirement.
So, now you may be able to track investment, CD, mortgage, or loan accounts that you couldn't track in Quicken Online before. (For investment accounts, you won't be able to see every detail of your holdings in each security; you can only track some limited transactions and your balances.)
To find out if we added your institution, click Add from the Home page and search for your institution. We'll also be adding more investment institutions in the coming weeks.
* The My Accounts page does more and also got a facelift - There's a reason it doesn't look clunky any more: we added some new features to make it more truly the headquarters for your accounts. Now you can change an account's sign-in info, add accounts, delete accounts, change the name of an account, and navigate to the transactions in an account (click the account number).
* You can edit a bunch of transactions at once - Ever wanted to change all the transactions from a particular payee all at once? Maybe you want to shorten the payee name and also assign them all to the same category? Now you can do that. Your change affects future transactions, too.
Go to the Track Spending tab, select your widest date range and all your accounts, and then click Payee. You can select any payee's row and change the Payee name and the category. It's a huge timesaver.
Additionally, we apologize for any problems getting your latest data into the product. It's an issue we are aware of and that we are working hard to fix.
Keep the feedback coming and let us know what other features you'd like to see in the product.
Thanks, Barron
* We've added many popular investment and loan institutions to our list - We've added institutions such as E*Trade, Merrill Lynch, SalomonSmithBarney, Putnam Investments, T. Rowe Price Investments, TIAA-CREF Investments, Sallie Mae Loan, Fidelity NetBenefits, Charles Schwab, Fidelity Investments, TD Ameritrade, Countrywide, and AIG Retirement.
So, now you may be able to track investment, CD, mortgage, or loan accounts that you couldn't track in Quicken Online before. (For investment accounts, you won't be able to see every detail of your holdings in each security; you can only track some limited transactions and your balances.)
To find out if we added your institution, click Add from the Home page and search for your institution. We'll also be adding more investment institutions in the coming weeks.
* The My Accounts page does more and also got a facelift - There's a reason it doesn't look clunky any more: we added some new features to make it more truly the headquarters for your accounts. Now you can change an account's sign-in info, add accounts, delete accounts, change the name of an account, and navigate to the transactions in an account (click the account number).
* You can edit a bunch of transactions at once - Ever wanted to change all the transactions from a particular payee all at once? Maybe you want to shorten the payee name and also assign them all to the same category? Now you can do that. Your change affects future transactions, too.
Go to the Track Spending tab, select your widest date range and all your accounts, and then click Payee. You can select any payee's row and change the Payee name and the category. It's a huge timesaver.
Additionally, we apologize for any problems getting your latest data into the product. It's an issue we are aware of and that we are working hard to fix.
Keep the feedback coming and let us know what other features you'd like to see in the product.
Thanks, Barron
Comments: ( 8 )
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Recent Comments (8 total):
| Smarzok - Apr 29, 2008 8:13 am | |||
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| fuzzlekins - Apr 24, 2008 11:27 pm | |||
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| bnemhaus - Apr 19, 2008 2:04 pm | |||
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| gregoryt - Apr 4, 2008 5:30 pm | |||
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| barronernst - Apr 1, 2008 9:18 am | |||
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| jms1222 - Mar 29, 2008 9:29 pm | |||
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| calebb - Mar 29, 2008 2:17 pm | |||
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| mendezpearce - Mar 28, 2008 12:01 pm | |||
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