Best Of
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Enhance CSV transaction file import to include Subcategories and Tags with spaces
The CSV transaction file import that was developed for Mint conversions is a nice tool that other users are taking advantage of however, it lacks the ability to use Subcategories, and it also does no…5 -
Re: Downloading Transactions
@ATC Doug have you contacted Best Buy Credit Card or Citibank? They can verify if your account is locked. Another thing to check is any third party authorizations that need to be deactivated or delet…5 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
I am flabbergasted that Quicken doesn't elegantly handle qualified account distributions particularly considering the baby-boomer retirement wave we are in the midst of. From reading through this thr…5 -
Enhancing Investment Section of Quicken Online
It would be wonderful if the investment section of Quicken Online had the ability to: View asset allocation (large cap stock, international stock, small cap stock, domestic bonds, etc) View performan…5 -
Re: Option to Turn Off "Is this the payment for..."
I vote YES! That "Is this the next payment for..." pop up is annoying. I always answer "No" to that prompt. It would be good to just be able to turn it off completely.5 -
Add ability to add 1 or 2 Quicken IDs to Subscription for Security/Privacy (28 Legacy Votes)
I think we NEED the ability to add at least 1 extra Quicken ID to a Subscription. Most importantly the way it is now, you cannot use mobile at all if you have more than one data file unless you want …5 -
Add Downloaded Posting Date column to reports
I realize I can replace my manually entered date with the Downloaded Posting Date, but I would rather keep them separate and have the flexibility to show the Downloaded Posting Date on reports. The d…5 -
When viewing split transactions in a report, show total of entire transaction.
When I run reports, I show split transactions. However, the report doesn't show the total of the whole transaction - just each split. That means I need to manually total up those splits in order to s…5 -
Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)
I don't like using "Other" for my ETFs. Please add ETF to security types.39 -
Investment Account Register Filtering
Allow for filtering an investment account register for ticker symbols or transaction type5
