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Currently pending transactions with Chase are being included in the Online Balance. If you use the Online balance while reconciling, the recommended action is to not add an adjustment and instead wai…

There are a variety of circumstances too numerous to list that develop where a user might be changing brokerages. This Alert involving TD Ameritrade and Schwab is a prime example: In all cases, the u…

Please consider modifying backup file naming to use a 24-hour time format with minutes and seconds. This would be more precise and allow the files to be sorted chronologically by name. For example, M…

Would you please implement a keyword search in Reports for the Memo/Notes column. My database dates back to 1981 and I often want to check the purchase date and cost of principal items like refrigera…

We are currently seeing issues with slow updates in Quicken for Windows and Quicken for Mac. We have identified the issue and are in the process of fixing the issue. If you are experiencing this issu…

Many people own precious metals and having an asset account type (because precious metals are physical assets) that automatically tracks the spot price of precious metals and reports an up to date ov…

<edit to add title and convert to Idea Post> Lifetime Planner IDEA: LTP Does Not Recognize Debt Reduction Plan for Some Users My Q19 H&B Lifetime Planner assumptions says I don't have a deb…

Hello, Try "Reset Account" process on Quicken Software. For the Citbank Credit Card (CC-502) Quicken error, I tried this and it seemed to work: In your Quicken software, go to your Citbank …

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.

We are getting reports that customers who are trying to connect and update accounts for Discover Card and Discover Bank are getting the following message: "Sign into Discover Bank Failed, Try ag…