Manage Accounts and Transactions (Windows)

Discussion List

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  When trying to reconcile my savings account a transfer transaction does not show up

  System 30 views 3 comments 0 points Most recent by Chris_QPW January 16
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  Resolve Quicken confusion over charge vs payment deposits

  New pls 52 views 6 comments 3 points Most recent by pls January 16
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  11
  Track Bitcoin (BTC) and other Cryptocurrency accounts in Quicken (45 Legacy Votes +3 Merged)

  Planned Quicken Community 6.6K views 74 comments 11 points Most recent by Wprobus January 15
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  5

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  Attachment PDF thumbnails (1 Legacy Vote)

  New Quicken Community 117 views 9 comments 5 points Most recent by ALee643 January 11
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  1

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  Have a Renaming Rule that says "Don't rename"

  New pls 23 views 4 comments 1 point Most recent by Chris_QPW January 10
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  0

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  Register vs Online Balances

  New charley.christen 23 views 1 comment 0 points Most recent by Quicken Anja January 10
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  11

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  Idea: Allow multi-sorting by multiple columns in register (1 Merged Vote) [edited]

  New myers18111 294 views 8 comments 11 points Most recent by DouglasLWarren January 10
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  Auto fill on Payee, but not on Memo

  New jadiegiorgis 29 views 2 comments 0 points Most recent by katieb809 January 9
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  Investment transaction data entry to multiple investment accounts with single transaction entry

  New jcryanjr 19 views 0 comments 0 points Started by jcryanjr January 9
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  I have been doing large quantities of changes to Payee and Category

  New mmgorman 20 views 1 comment 1 point Most recent by Quicken_Tyka January 9
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  Show overdue transactions at the bottom of the register

  New XCountry 40 views 5 comments 0 points Most recent by XCountry January 8
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  1

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  organize scheduled transactions by account

  New kevin55 20 views 0 comments 1 point Started by kevin55 January 7
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  1

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  Make linked transfer status visible

  New pls 38 views 7 comments 1 point Most recent by Chris_QPW January 6
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  12

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  Student Loan Details

  New Quicken Community 1.8K views 3 comments 12 points Most recent by UKR December 2020
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  2

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  How can you find and replace a Notes column entry in the register?

  New AlmostRetirdGeek 73 views 6 comments 2 points Most recent by ITVGuy2000 December 2020
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  Improve Account List and management functionality

  New Brian Biggs 30 views 1 comment 3 points Most recent by Jeffrey Wilens December 2020
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  0

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  Differentiate Between Bills & Transactions

  New Kayla_Peacock 25 views 2 comments 0 points Most recent by UKR December 2020
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  4

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  Improved statistics and metrics around One Step Update activity and performance

  New Brian Biggs 28 views 1 comment 4 points Most recent by Brian Biggs December 2020
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  2

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  Double Sided Scanning for Attachments

  New System 24 views 2 comments 2 points Most recent by NotACPA December 2020
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  3

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  Reduce Clicks to attach a receipt

  New ksmaxey 15 views 0 comments 3 points Started by ksmaxey December 2020
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  1

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  Prompt to re-use username and password when adding accounts from same bank

  New Brian Biggs 36 views 4 comments 1 point Most recent by Chris_QPW December 2020
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  3

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  Loan management improvements

  New Brian Biggs 21 views 0 comments 3 points Started by Brian Biggs December 2020
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  2

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  Allow undo of an accepted downloaded transaction

  New Brian Biggs 20 views 0 comments 2 points Started by Brian Biggs December 2020
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  7

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  importing csv

  Not Planned Quicken Community 9.2K views 25 comments 7 points Most recent by WindowFinance December 2020
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  Sub-divide accounts to earmark funds within the account

  13thKid 22 views 1 comment 0 points Most recent by Chris_QPW December 2020
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  4

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  How to accept multiple transactions from the same Payee at one time that use the same category

  New djkrump 31 views 1 comment 4 points Most recent by Quicken Francisco December 2020
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  0

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  Transaction entry - tags

  New [email protected] 20 views 5 comments 0 points Most recent by [email protected] December 2020
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  5

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  Add Memo and Tag Columns in Reconcile Window

  New Pablo ElAviador 22 views 3 comments 5 points Most recent by smayer97 November 2020
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  1

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  More Criteria for Renaming Rules

  New W5JP 16 views 3 comments 1 point Most recent by UKR November 2020
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  register sync on exit

  New dominiccoombe 16 views 1 comment 0 points Most recent by Chris_QPW November 2020