I'm kind of tempted to buy Quicken since it has money-back guarantee, though it's a bit cheaper to download through Amazon than from directly. My recollection with Quicken is that it would group accounts by institution? Or maybe that's not right.

So I'd go into the Inspector and rename the title of the accounts.Īnother thing is, there are a number of downloaded transactions which are tagged 'Bill Pay' but they do not go into the 'Payments' window at all. Plus it doesn't group them by institution. For instance 4 accounts from Fidelity were all called 'Brokerage Account (xxxx)' with the last 4 digits of the account number. So I haven't tried Quicken but one thing that Bankivity does for downloaded accounts is that it assigns generic names. Does anyone have anything remotely similar? Ideally with a synced iOS version? but sooner or later I will need to find something else. I agree that the user interface has a learning curve. Maybe you did that instead of selecting portfolio? To adjust the cost basis, you have to select the specific instrument (share, bond, etc). The most useful part of Investoscope is its reporting capability which calculates the performance of your portfolio, including annualized IRR on both instrument only and total (instrument plus cash) basis. It updates the cash position based on transactions (such as buy, sell, dividend, withdrawal, etc).

Investoscope then reports the value of your shares and the cash position.

(To be clear, I select the portfolio and > Transaction > Deposit). I'm not sure what specifically you did, but for me adding a deposit simply adds a cash position. 'No it doesn't', he says in his best Monty Python Argument Sketch voice.

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