Best Of
-
Add a note field to Bill and Income Reminders
Some bills are automatically paid and some are not. I would like a way to identify which is which on the Bill and Income reminders box. I don't want to use the auto enter on Quicken because I wa…5 -
Adding attachments while entering a bill reminder transaction (2 Merged Votes)
Why are we not allowed to attach a file when entering a bill reminder transaction? I have to go to the transaction and enter in the bill reminders window and then go into that transaction register to…17 -
Make Tax Report dates default to LAST Year at beginning of a new year
This annoys me every single year after the calendar rolls into a new year: it's January, I generate any of the tax reports, and Quicken quickly shows "no transactions match filter settings&…5 -
Allow customization of Portfolio holdings with user-defined groups
Every brokerage has its own way of listing holdings in statements, but most separate different types of holdings, such as equities/individual stocks, mutual funds, exchange traded funds, and cash/mon…5 -
Re: Track Transactions by Payment Processing Platform
There is also a little-used field called Action which you can make visible in your relevant registers, and enter the payment processor there. You can set up Actions so they are pre-defined and you us…5 -
Account Specific automatic renaming, category assignment, etc. [Edited] + 46 Legacy votes
Hello all, I have been using Quicken for almost 20 years, and now on Mac for about 10. My question is this: Is there currently a way per account (if desired) to automatically rename a download Payee …9 -
Renaming Rules Improvements
Renaming Rules are quite limited, and with an increased volume of electronic transactions are necessary to keep up. There are several improvements needed in the overall process. Renaming Rules should…5 -
Re: Online Bills No Longer Working
Almost six months since this was first reported and still no answers or ETA. This must be a major software problem to go this long without a resolution. I am still seeing the following… Duplicate rem…6 -
Re: Golden 1 Credit Union Error FDP-163
It seems that you might think it is a "rant" on my part of expressing "your customers" frustration with events that seem to occur every time a financial instituion changes their s…5 -
More Graphs and Graph types for Q Mac
there should be more graphs. use sankey or chord graphs to see visual relationships between accounts or accounts to categories. use a line graph with target line of budget.75
