Manage Accounts and Transactions

Discussion List

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  3

  Up
  Option to Apply New Renaming Rules to Already Downloaded Transactions

  Reviewed Miguel Pascoe 41 views 3 comments 3 points Most recent by UKR September 7
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  3

  Up
  Reports → Banking → Reconciliation Discrepancy Report

  Reviewed payroll 138 views 5 comments 3 points Most recent by Quicken Alyssa September 6
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  2

  Up
  Add 1099-NEC to the list of TAX LINE ITEMS available when editing a CATEGORY

  Reviewed James Vandeveer 107 views 6 comments 2 points Most recent by Jim_Harman September 2
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  4

  Up
  Make transaction matching work better

  Reviewed spalt 104 views 13 comments 4 points Most recent by NotACPA August 31
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  1

  Up
  Receipt scanning and auto splitting for Quicken Classic Business and Personal

  Reviewed BenT 15 views 0 comments 1 point Started by BenT August 31
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  151
  Get rid of "Save this to Memorized Payee List" pop up

  Planned regmar01 2K views 86 comments 151 points Most recent by Boatnmaniac August 29
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  2

  Up
  Enable the ability to have downloads take place on specific dates

  Reviewed dfiord 51 views 3 comments 2 points Most recent by Quicken Kristina August 25
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  5

  Up
  Allow paste data in Split Transaction window

  x2x 51 views 1 comment 5 points Most recent by Quicken Carlos August 25
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  2

  Up
  Quick Reconcile (estimate)

  jeffrey_richard 102 views 3 comments 2 points Most recent by Chris_QPW August 25
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  45

  Up
  Create account groups (5 Merged Vote)

  Under Consideration M Wax 3.6K views 58 comments 45 points Most recent by Chris_QPW August 23
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  2

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

  Reviewed ckauf56 83 views 4 comments 2 points Most recent by Quicken Alyssa August 19
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  1

  Up
  Account Intent - Add Insurance category [Edited]

  Reviewed Kwolf-33 31 views 1 comment 1 point Most recent by Quicken Alyssa August 19
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  1

  Up
  Don't let me clobber a ledger so easily!

  Reviewed TomChatt 63 views 2 comments 1 point Most recent by NotACPA August 16
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  3

  Up
  Closed accounts still appear as transfer categories

  VerbalK 72 views 3 comments 3 points Most recent by NotACPA August 16
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  4

  Up
  Add a expiration date to Credit Card Interest Rate

  Reviewed jnprop 33 views 5 comments 4 points Most recent by UKR August 15
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  1

  Up
  Updated Memorized Transactions

  Reviewed Anthony Felder 31 views 2 comments 1 point Most recent by UKR August 15
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  7

  Up
  Tags for Investment transactions

  Reviewed acs2 125 views 9 comments 7 points Most recent by Jim_Harman August 5
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  6

  Up
  Sliding Transaction lock

  Reviewed gary.tynes 41 views 2 comments 6 points Most recent by UKR August 5
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  3

  Up
  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 31 views 3 comments 3 points Most recent by Chris_QPW August 5
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  10

  Up
  File Information window - include number of stored attachments and total size (10 Legacy Votes)

  Reviewed UKR 303 views 14 comments 10 points Most recent by UKR July 29
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  0

  Up
  Amazon purchase categorization - Option to get purchase details without applying categories [Edited]

  Laird B 70 views 1 comment 0 points Most recent by Quicken Kristina July 28
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  1

  Up
  Local Offline Export Option for the Retail Purchase Extension

  Reviewed gbbodel 31 views 0 comments 1 point Started by gbbodel July 26
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  2

  Up
  Last Reconcile date

  Reviewed Stacey 30 views 1 comment 2 points Most recent by mshiggins July 26
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  2

  Up
  Handle Loans that have Promotional 0% loans

  Reviewed Stromgarm_1 31 views 1 comment 2 points Most recent by NotACPA July 21
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  56
  You should be able to reopen a closed account.

  Planned Chris_QPW 843 views 22 comments 56 points Most recent by Quicken Kristina July 12
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  1

  Up
  Accounts with Required Minimum Distributions (RMD)

  Reviewed Glen Raggio 101 views 3 comments 1 point Most recent by Chris_QPW July 8
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  3

  Up
  Additional Transaction Date Filters

  Reviewed Bwea55 81 views 3 comments 3 points Most recent by Terri T July 2
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  30

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

  Reviewed UKR 753 views 27 comments 30 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 6.8K views 40 comments 68 points Most recent by Quicken Kristina June 26
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  13

  Up
  Restrict use of Quicken generated adjustment transactions

  Reviewed jdparker225 202 views 8 comments 13 points Most recent by Chris_QPW June 14