Conversations
Conversations 101 - 120 of 773
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...
Suggestion: add EOM statement date option (or other options) to accounts for reconciling
Add an OPTION to each account so that Quicken knows what the statement dates will be and fills in the next available statement date when ...
IDEA: Debt Reduction Planner
To track the votes of these IDEAS separately, this thread is now being used to only track the Debt Reduction Planner. To vote on the one...
net worth over time report and cents
I cannot seem to get rid of the cents on the Net Worth Over Time report. If ever there was a report that cents did not make sense it is ...
IDEA: FURTHER enhancement of eBills ideas to ALSO allow scheduling promotional balances that need not be paid until a specific future date.
IDEA: As a FURTHER enhancement of other users' idea to allow eBills to use minimum payment due instead of full statement balance, ALSO al...
Add ability to customize the asset class menu
if you can add the ability to customize the asset class menu, I would find Quicken 2018 useful. Otherwise it creates too many issues with...
QMac: Add Security Symbol column to investment accounts' transactions view
Please add "Trading Symbol" column option for Investment Transactions window. If you find this feature helpful, please be sure to click...
Add Ability to Transfer Shares between Investment Accounts in Quicken for Mac
Add function to be able to transfer shares from one investment account to another, while preserving cost basis, and any other necessary i...
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.
Suggestion for version search Mac vs Windows
Provide a preference setting both the Community page what would always filter your queryies for the Operating System of the version of Qu...
"Last Backup" Status
Not sure if this is already available, or even possible, but if not, a "Last Backup" Status in Quicken would be nice, for both automatic ...
transaction report: provide separate memo and notes column selections
When the transaction report includes split transactions, I am running into situations where the memo entry is long enough that the import...
Credit Card Payment Options for Projected Balance Calculation
Currently the Projected Balance takes your current Credit Card balance and uses that to project the spending for every future month. As s...
IDEA: Add a Search Bar to the Account List
Please consider adding a search bar to the Account List. Image. I've managed to collect 186 accounts (mostly closed) since 1994. From ti...
Show Reinvested dividends/gains dollar amount in Cash In and Cash Out columns
In QFM 2017, when a reinvest dividend or capital gain transaction is downloaded from the investment house, the "Description" field will s...
Bring back Quick Report for Mac
I really want QkReport! Trying out Quicken 2017, the one reporting feature I miss most is QkReport from QM2007. I often want to know ...
List of Requests Related to Features for Investments
This post is to try to consolidate in one place all posts for IDEAS related to Investments, the Portfolio, and Securities. This list doe...
Offer Stock Ticker Symbols in brokerage account registers....and more....
QW 2016 Premier and probably most other versions/platforms.....When working with incoming dividends (and probably other places too) it wo...
Bills & Income time period selection
I moved from Quicken for Windows to Quicken for Mac (Quicken Starter 2019) when I purchased my MacBook Air this summer. I am very disapp...
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...








