Manage Accounts and Transactions

Discussion List

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  1

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  Local Offline Export Option for the Retail Purchase Extension

  Reviewed gbbodel 10 views 0 comments 1 point Started by gbbodel July 26
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  1

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  Last Reconcile date

  Reviewed Stacey 20 views 1 comment 1 point Most recent by mshiggins July 26
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  0

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  Closed accounts still appear as transfer categories

  VerbalK 30 views 1 comment 0 points Most recent by NotACPA July 25
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  149

  Up
  Get rid of "Save this to Memorized Payee List" pop up

  Under Consideration regmar01 1.7K views 79 comments 149 points Most recent by Quicken Laura July 23
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  2

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  Ability to Create Sub-Accounts

  Reviewed Sal1998 331 views 5 comments 2 points Most recent by UKR July 23
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  3

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  Untagged Items

  Reviewed Dr Dave6 31 views 3 comments 3 points Most recent by Quicken Anja July 22
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  6

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  Need Alert when Credit card charge amount hits 10% and 30% of Credit Limit

  Reviewed CowboyNav1 71 views 5 comments 6 points Most recent by jgpuckering July 14
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  42

  Up
  Create account groups (5 Merged Vote)

  Under Consideration M Wax 3.4K views 50 comments 42 points Most recent by feinholz July 13
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  35
  Let users choose how Money Market transactions are treated

  Implemented Geobrick 1.8K views 25 comments 35 points Most recent by Quicken Kristina July 12
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  5

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  Student Loan Details (9 Legacy Votes)

  Reviewed System 391 views 13 comments 5 points Most recent by ZenCatVet July 12
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  56
  You should be able to reopen a closed account.

  Planned Chris_QPW 771 views 22 comments 56 points Most recent by Quicken Kristina July 12
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  1

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  Accounts with Required Minimum Distributions (RMD)

  Reviewed Glen Raggio 91 views 3 comments 1 point Most recent by Chris_QPW July 8
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  29

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  QWin: Allow reordering of split lines in transaction entry dialog (8 Legacy Votes)

  Reviewed UKR 711 views 27 comments 29 points Most recent by Quicken Anja June 26
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  68
  Connect to Amazon account to download orders assign categories to individual items, match up/split

  In Progress Mac Chinsomboon 6.7K views 40 comments 68 points Most recent by Quicken Kristina June 26
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  13

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  Restrict use of Quicken generated adjustment transactions

  Reviewed jdparker225 161 views 8 comments 13 points Most recent by Chris_QPW June 14
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  1

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  Importing split transactions

  Reviewed Charles Rayle 202 views 12 comments 1 point Most recent by NotACPA June 8
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  23

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  Auto-adjust column width when font size is changed

  Reviewed Jake Westerhof 461 views 6 comments 23 points Most recent by ajdrcoons June 3
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  1

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  Reconciling Window - Add Ability To Sort On Clr [Edited]

  rich 21 views 1 comment 1 point Most recent by rich June 3
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  4

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  Hide account functionality should be consistent across every window.

  New fciani 11 views 0 comments 4 points Started by fciani May 19
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  20

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  Track credit card rewards

  Reviewed GPO 2.8K views 25 comments 20 points Most recent by checkyourmirrors May 13
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  2

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  Update Views to incorporate Entities and Entity groups in customizing views [Edited]

  Reviewed fciani 31 views 0 comments 2 points Started by fciani May 10
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  2

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  Make transaction matching work better

  Reviewed spalt 11 views 3 comments 2 points Most recent by UKR April 23
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  1

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  Return Capability to Update Allotments to Investment Account After Pasting Previous Paycheck

  Reviewed smackie 31 views 2 comments 1 point Most recent by smackie April 21
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  1

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  AI-powered search inside attached receipts (PDFs and images)

  LOJM_AdminJim 51 views 1 comment 1 point Most recent by NotACPA April 21
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  21

  Up
  Please Provide Method of Aborting Find and Replace

  Reviewed Timothy Frank 301 views 11 comments 21 points Most recent by sotob April 18
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  3

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  Don't unclear transactions just because they didn't reconcile

  Reviewed Noxsc 151 views 11 comments 3 points Most recent by q_lurker April 14
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  1

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  Add ability to search for and remove characters [Edited]

  Reviewed jod.z 41 views 1 comment 1 point Most recent by UKR April 13
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  2

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  Add tool to allow users to easily identify and remove duplicate transactions [Edited]

  Reviewed ckauf56 61 views 3 comments 2 points Most recent by jod.z April 11
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  1

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  Memorized Memos

  Reviewed bc799 51 views 3 comments 1 point Most recent by Jim_Harman April 10
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  89
  Need a way for a user to do a controlled abort of one step update (8 Legacy Votes)

  Planned Rick Gumpertz 1.7K views 57 comments 89 points Most recent by tgrantdavis April 8