Not Ideal for Retirement Investment Tracking
I use Quicken Mac almost exclusively to track investments. Because of the way it handles certain transactions from Fidelity, Vanguard, etc. I have to manually change them to be accurate. This is a pain, but worse, it will show artificial increases or decreases in portfolio value because of the incorrect entries. Therefore, it’s very difficult to get an accurate measure of ROR over a specific period of time. A lot of retired people (like myself) use the bucket strategy. This entails having different investments in 3 different buckets, short-term , mid-term, long term. There is no way to assign investments to a tag or something to easily track how much is in each bucket. The product needs to look at things in a way that investors view them to make the product better.