Manage Accounts and Transactions

Discussion List

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  13

  Up
  Allow creation of sidebar custom account sub-groups and account re-ordering [Edited]

  Reviewed Sam Brandt 437 views 18 comments 13 points Most recent by jacobs November 2
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  1

  Up
  AI for Categorization

  Reviewed ssherman68 114 views 5 comments 1 point Most recent by Chris_QPW October 30
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  1

  Up
  Make the process much quicker and easier to add accounts

  Reviewed Creator1933 31 views 0 comments 1 point Started by Creator1933 October 30
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  6

  Up
  Be able to 'disable' an account from on-line updates without disconnecting it. (Q Mac)

  Reviewed MajorHavoc 311 views 8 comments 6 points Most recent by Boatnmaniac September 23
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  1

  Up
  roboaccount or direct index account support

  Reviewed india just 176 views 8 comments 1 point Most recent by india just September 12
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  2

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  Quicken Dashboard: Where did the Spending by Category "Other" pie chart go?

  Reviewed JohninCB 110 views 1 comment 2 points Most recent by jacobs September 12
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  3

  Up
  Quicken MAC does not offer a linked “checking-style” cash account like the Windows version does.

  Reviewed sitkinj 98 views 2 comments 3 points Most recent by Eric September 9
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  116

  Up
  Improve Batch Editing to include changing Split transactions (143 Legacy Votes)

  Under Consideration Closed smayer97 3K views 24 comments 116 points Most recent by smayer97 September 4
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  12

  Up
  Provide additional Medical items in the Schedule A tax related items (16 Legacy Votes)

  Reviewed RickO 1K views 11 comments 12 points Most recent by jacobs August 31
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  12

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  Suggestion: navigating split transactions with arrow keys (19 Legacy Votes)

  Under Consideration Closed Quicken Community 322 views 11 comments 12 points Most recent by Quicken Laura August 27
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  1

  Up
  Payor column

  Reviewed rayrozema 84 views 4 comments 1 point Most recent by jacobs August 25
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  1

  Up
  Account-level Notes field visible from the register header [Edited]

  Reviewed Closed JohnnyMac 30 views 0 comments 1 point Started by JohnnyMac August 20
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  2

  Up
  Chart lines for group balance

  Reviewed tschenfi 45 views 1 comment 2 points Most recent by Quicken Laura July 30
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  1

  Up
  Splits by Percent, Mac

  Reviewed RichardNL 28 views 0 comments 1 point Started by RichardNL July 18
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  1

  Up
  Renaming Rules Using Additional Fields

  Reviewed 2wheelscuba 160 views 6 comments 1 point Most recent by 2wheelscuba July 7
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  2

  Up
  Apple FinanceKit Integration

  Reviewed Hwndude 105 views 5 comments 2 points Most recent by Jon June 28
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  2

  Up
  Payee/Payor suggestion

  Reviewed BSteely 55 views 1 comment 2 points Most recent by Quicken Anja June 23
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  4

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  Add Ability to Match One Downloaded Trans to Multiple Trans in Quicken Mac (23 Legacy/Merged Votes)

  Reviewed smayer97 657 views 22 comments 4 points Most recent by smayer97 June 15
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  2

  Up
  match downloaded checks to checks already recorded (22 Legacy Votes)

  Reviewed Meg 98 views 5 comments 2 points Most recent by Quicken Laura June 15
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  1

  Up
  Add Ability to Scroll through (and Edit?) Split data in "Child" Transfer Transactions (10 Votes)

  Reviewed smayer97 72 views 3 comments 1 point Most recent by Quicken Laura June 15
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  1

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  opening register to last entry as default (Q Mac)

  Reviewed pnsleep 46 views 1 comment 1 point Most recent by Quicken Kristina June 14
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  4

  Up
  Imported Transactions - Real Rules Not Renaming Rules or QuickFill Rules (Q Mac)

  Reviewed Jon10 240 views 7 comments 4 points Most recent by Quicken Kristina June 14
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  1

  Up
  Add Schwab Teen Account Type

  Reviewed Leo113 60 views 2 comments 1 point Most recent by Leo113 June 13
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  10

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  Restore ability to drag and drop in Categories window (Q Mac)

  Under Consideration rbnrbrts 765 views 24 comments 10 points Most recent by jacobs June 11
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  3

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  Save/restore account multi-selections on Account Group pages

  Reviewed Steve_Cdn_Mac 75 views 1 comment 3 points Most recent by jacobs June 10
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  17

  Up
  Quickfill rule for payee based on amount (Q Mac)

  Reviewed Jack4 720 views 22 comments 17 points Most recent by Quicken Alyssa June 10
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  19

  Up
  Linked transfers with splits: keep as single transaction in destination account (do not separate)

  Reviewed tlauducc 840 views 11 comments 19 points Most recent by dkdavis1 April 30
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  11

  Up
  Would like ability to highlight a specific transaction row in the register (Q Mac +11 Votes)

  Reviewed System 744 views 20 comments 11 points Most recent by Quicken Anja April 28
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  20

  Up
  Sub-accounts for Savings Accounts

  Reviewed JimReese 4.1K views 20 comments 20 points Most recent by RedWolf06 April 9
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  32

  Up
  Allow mass editing of Date, Amount, Action, and Check # fields (Q Mac)

  Under Consideration jacobs 1.3K views 30 comments 32 points Most recent by jacobs March 19