Ideas for Mac Classic — Quicken

Merged: Split Transaction

eastsidemick — Fri, 13 Mar 2026 14:27:02 +0000

This discussion has been merged.

Bulk Select/UnSelect Clear (Q Mac)

Doc4 — Thu, 12 Mar 2026 15:50:08 +0000

Like the title says, allow us to click on a clear check and hold the shift key to select a bunch of them at a time. Or unselect them all like this when they are pulled from the financial institution and are pre-checked.

Select Multiple Transactions and Move Them All (Q Mac)

Doc4 — Thu, 12 Mar 2026 15:47:52 +0000

I would love it if I could select more than one transaction at a time and move them all to a new location, within the same date. For some reason, I can only move one at a time.

Transfer, copy, or move accounts / transactions between data files

jrwilson13 — Thu, 12 Mar 2026 05:33:23 +0000

It would be great if it were easy to transfer, or really copy, accounts or selected transactions from one Quicken data file to another.

I use Quicken to manage my personal finances and my business finances. For obvious reasons, I want to keep the data bases separate. However, there are times when I need to export transactions from my personal data file and then import into my business data file. The only way I have found to do this (as recommended by a Quicken support specialist) is to make a copy my personal data file and call it personal.temp. I then delete all the transactions / accounts I don't want out of personal.temp. I then export personal.temp as a QFX file which I can then import into my business data file. This works, but it is very tedious and prone to error if I inadvertently delete a needed transaction.

I have tried exporting "Register transactions to a CSV file…" but Quicken can't even import the file it just exported. Even when I edit the CSV file to make it match the format of a Mint file, Quicken improperly imports the edited CSV file. This really needs to be done better.

At least the export to a CSV file gives me the option of selecting certain transactions to export. Why can't the QFX export provide the same capability?

Simple Idea #1 - Investments Tab

Bob. — Sat, 07 Mar 2026 18:49:04 +0000

Everything else has a tab. One must click in the sidebar to bring up all investiments. Simple to add a tab linked to the same place sidebar brings you.

Simple Idea #2 - ALERT when a new eBill arrives

Bob. — Sat, 07 Mar 2026 18:55:56 +0000

Make it easy. BOLD, Bullet, Color - something that can easily be noted that a new bill has arrived. Right now I see nothing except a date change that I have to look for .

USE the bullet column in 1, Or BOLD or change color in the eBill column. Or…?

Merged: Printing Account Categories (Q Mac)

Edwardd4 — Sat, 07 Mar 2026 19:17:56 +0000

This discussion has been merged.

Allow details in Account Settings to be included in a report - notes, description, etc

tunesmithers — Fri, 06 Mar 2026 19:11:20 +0000

it would be great to be able to create an account list report that allows for the exporting of the description and notes that are fields in the accounts setting for each account. This would make for a great tool for those who manage our family finances, but want to record some detail about what the accounts are for those who aren't managing in case of a death in the family of the person who is managing the Quicken. A report could be run exported to Excel and include included in any estate documents.

Merged: Lifetime (Retirement) Planner for Mac

MaryMae — Fri, 06 Mar 2026 17:52:25 +0000

This discussion has been merged.

REAL Expense Reports - New Feature Request

Kenneth Adams — Wed, 04 Mar 2026 23:54:28 +0000

FYI: This feature request applies to the Mac and Windows versions of Quicken Classic Business & Personal.

I am a very very long time Quicken customer. I just bought Quicken Classic Business & Personal and to my SHOCK it does not appear to have basic employee business expense report capability. I'm talking about the extremely common practice of capturing and submitting expense reports with detailed line items, which every company on the planet does. And capturing it in Quicken and then paying the expense report total. Basically the opposite of an invoice to customers - detailed line items of expenses and being able to assign expense categories to each line - then paying the total out. BASIC STUFF !!!! So how can I do this ?

BTW: I’ve searched your support site content and Quicken help and found nothing helpful.

=========
I contact Quick Support via chat and here is their response:
I'm checking and I was checking with the support team and it seems Quicken Classic for mac or windows does not include a true employee expense report module.
I'm afraid that This feature simply does not exist in Quicken Classic Business & Personal.

New "Portfolio value" Report (Q Mac)

Gilles9 — Mon, 02 Mar 2026 12:55:35 +0000

Add ability to compare two dates, two periods