Conversations
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I'm using quicken 2017 premier (ver R15.13 build 26.1.15.13) for windows (win10 ver 1709) . when i view the "security detail view" for a...
Gain/Loss YTD column
At this time quicken does not offer Gain/Loss YTD column under customize current view for reports. Is it possible to add this column as ...
S&P 500 moving average chart
Provide a moving average chart of the S&P 500 (20 day, 50 day, 200 day ?) and/or DOW. This/These could be a chart that is separate and i...
Default Lot Identification
Allow me to set up a DEFAULT of FIFO (first in, first out) for securities. As it is now, if there are multiple lots of securities and s...
It would be nice if Quicken had a "developer" API like QuickBooks does for reading and writing data and extending Quicken's functionality.
With such an API Quicken Inc could leverage external programmer's time to make Quicken better.
Brokerage Account Reconciliation Process
I have several brokerage accounts I reconcile monthly. I’m on the latest release of Quicken 2018 Home & Business.
I frequently downlo...
Prevent Single Mutual Fund accounts from holding stock
In looking into an answer to this questionhttps://getsatisfaction.com/quickencommunity/topics/drip-fees-where-how-to-recordI created a Si...
More granularity on portfolio value chart
on Quicken 2016-3.8.2, the portfolio value chart only has options for YTD, 1 year, etc. It should be easy to get 1-week, current month, ...
QWin: Easier Edit of Price History
My 401K is with T. Rowe Price. One of the options for investing is their fund named "TRP Growth Stock Plus, A". It's an internal fund whi...
QWin: Make Fixing Existing Bugs a Priority- Top 10 Legacy Bugs Quicken Ignores
So what are the Top 10 bugs in Quicken Windows that never get fixed? Use the "Reply" link to describe the bug and the steps required to...
Finding account highs and lows within a time period
Does anyone know if there is / can be / will be to have a report where I could find out easily the high / low for a given account or grou...
Qualified Dividends Entry
Q H&B 2017. There is a tax assignment for Schedule B, Qualified Dividends. I reclassified the tax category _DivIncTaxFree to use the tax ...
Revisit RMD/MRD distributions to recognize distributions - deferred income not transfers
This note responds to various attempts to understand the
arcane treatment of distributions from IRA (and 401k/403b) accounts within
Qui...
quicken online web interface
Does quicken have an online web interface to access my account data, similar to the software and mobile app? Are there any plans for the...
Default Portfolio Views
There are about 10 default portfolio views in the drop-down list on the "Show" button on the Portfolio Screen. I'd like to be able to d...
joint accounts: ownership multiplier
Please add an ownership multiplier to the attributes for each account that I can use for joint accounts where I want to track only my sha...
Idea: Tags for accounts
I suggest adding a tag field to Accounts and Securities metadata. This tag field would be used to identify and select which accounts / se...
Shortcut key for "Search"
When my wife and I reconcile receipts in Quicken, we've discovered it's easiest to search for dollar amounts. I click on the Search box ...
Add tags to investment transactions
I have not been able to find this idea posted, although I know it has been suggested. The ability to use tags is very powerful, but not a...
Hide/Unhide Accounts all at once
It would be useful to be able to temporarily unhide all hidden accounts for a brief time and then re-hide them. I have a number of accou...





