Background

My JPMorgan accounts have these transactions that show up with Security/Payee `400AK7007` and `2021181` - they both show up as securities. This is what they are in Quicken and in JPMorgan:

• 400AK7007
  • Quicken Security type: Mutual Fund
  • Quicken Security Asset Class: Asset Mixture. (100% unclassified)
  • JPMorgan type: "Cash & Sweep Funds" (400AK7007 JPMORGAN DEPOSIT ACCT C ADVISORY RET JPMC BK NA)
• 100AB5004
  • Quicken Security type: Mutual Fund
  • Quicken Security Asset Class: Money Market
  • JPMorgan type: "Cash & Sweep Funds" (100AB5004 JPMORGAN DEPOSIT ACCT A ADVISORY NON RET JPMC BK NA)

I don't want to see the securities. I want these to just show up as cash in my Quicken, because that's how it actually appears in JPMorgan statements and website. (No idea why JPMorgan has them show to Quicken as securities)

I have some additional info and context in https://www.reddit.com/r/quicken/comments/1vrf31f/qmac_flexible_money_market_tracking_for/

Whether the check format is set to Standard, Voucher or Wallet, the payee address is never displayed, making printed checks unusable for mailing.

I want to migrate a business to QMac (with its own file separate from my personal data) - but this is a show stopper for me as I use the print check function in a different (accounting) program to generate PDF 'pay stubs' to email to employees.

EDIT/UPDATE: Based on John's comment below… the Check Details window for a check marked as PRINT has a "Print Check" tab… with a "Use Bill Pay Address"… which fills the address into the check. So… this wish is for that to be the standard behavior (fill in the address) rather than having to open the details and click that button for every single check. And yet… even with the address filled in on the Print Check tab of Check Details… printing the check NEVER actually includes the address in the print / PDF Preview / etc. So that seems like a bug vs a feature request?

This can already be done in the invoices section so the filter is there.

Please and thank you.

Paul

[Edited - Readability]

I specifically upgraded to Quicken Classic for Mac Business & Personal, Version 9.2.2 (Build 902.61860.100) because of the invoicing feature. I needed proper accounts-receivable tracking, the ability to create taxable invoices, and accurate year-end reporting of what I billed versus what I collected in sales tax.

Instead, I got a half-implemented system that fails at the most basic level of accounting.

When I create a taxable invoice (for example, $250 service + $15 sales tax = $265 total) and record the customer payment, Quicken forces the entire bank deposit into a single, useless category called “Client Payment.”

The actual income category I assigned on the invoice line item disappears from every standard Category Summary, Cash Flow, and Transaction report. The sales tax is isolated in a separate liability account. As a result, I cannot produce a single report that answers the most fundamental business question any accounting software should handle:

“How much did I earn this year from invoices plus all other income sources, broken down by category?”

The Business Income Statement shows the invoice categories correctly. Every other report does not. The two systems do not talk to each other. This is not a minor inconvenience — it is a core failure of the very feature I paid to upgrade for.

The Windows version of the exact same product does not have this problem. Once again, Mac users are left with an incomplete implementation while Windows users get a working product.

I am being asked to pay approximately $150 to renew a subscription for software that cannot perform basic invoicing and reporting. After 27 years of loyalty, and after upgrading specifically for this feature, that is unacceptable.

This is not a “known limitation.” It is a design failure that has been left unfixed for far too long. Other Mac users have reported the identical issue for well over a year. The official responses continue to be variations of “that’s how it was designed” or “just use the Business reports.” That is not good enough for a product sold as Business & Personal.

I expect this to be treated as a high-priority defect. I want a clear commitment and timeline for when Client Payment will properly surface the underlying invoice categories in standard reports and the budget tool — the same way the Windows version already does.

If Quicken continues to treat Mac customers as an afterthought, I will not renew. After 27 years, and after upgrading specifically for invoicing, I should not still be forced to accept a broken feature or switch platforms just to get functional accounting.

Escalate this to the product team responsible for Quicken Classic Mac. I am done accepting second-class treatment.

I understand that Quicken for Mac currently allows certain transfers, such as a transfer from checking to savings, to be included in a budget. However, this does not provide the same functionality as having a dedicated Savings/Investments component within the budget.

Ideally, the monthly budget summary would clearly show:

Income
– Expenses
– Savings & Investments
= Remaining Cash Flow

Within the Savings & Investments section, users should be able to:

• Set monthly savings and investment targets
• Assign targets to specific accounts or goals
• Compare the budgeted amount with actual contributions
• See the amount remaining to reach each target
• Track percentage completion/progress
• Track progress toward longer-term savings and investment goals

For example, if a user budgets $2,000 per month toward investments and $1,000 toward a house fund, Quicken should show the target, actual contributions, remaining amount, and progress for each goal while also incorporating those contributions into the overall monthly budget.

This would make the Budget feature much more useful for people whose financial plans include not only controlling expenses, but also deliberately allocating income toward wealth building, investing, and savings goals.

Quicken for Windows already provides Savings Goals functionality, so bringing goal-oriented savings tracking into the Quicken for Mac budgeting experience, and expanding it to include investments, would significantly improve financial planning on Mac.

Allow users to set a single, global monthly spending target (e.g., $23,000/month) at the budget level without requiring per-category budget allocations, while still capturing all actual spending dynamically across all categories.

Problem Statement:

Currently, Quicken Classic requires users to assign individual budget amounts to specific categories or subcategories in order to track spending in the Budget tool. If a category is not budgeted or checked in the budget setup, its transactions do not count toward the budget total unless buried in an "Everything Else" row.

For users who manage their finances using a top-down / high-level monthly limit (similar to modern apps like Copilot), setting individual category line items is redundant, time-consuming, and friction-heavy.

Proposed Solution / Functionality:

1. Global Monthly Limit Toggle: Add an option in Budget Settings to set an overall monthly expense cap for the entire budget (e.g., $23,000/month).
2. Automatic Roll-Up: Automatically count 100% of actual transactions across all active accounts toward this top-level monthly limit, regardless of whether individual categories have set targets.
3. Category Breakdown Visibility: Keep full category reporting and breakdown visibility available underneath the top-level progress bar, without forcing the user to assign dollar targets to each individual category line.

Why This Benefits Users:

• Simplicity: Streamlines budgeting for users who want macro-level guardrails rather than micro-managing line items.
• Ease of Migration: Makes Quicken far more appealing to users transitioning from modern personal finance apps like Copilot or Simplifi.
• Flexibility: Gives users the choice between traditional envelope budgeting and macro cash-flow tracking.