Within this discussion there was a suggestion to post a product improvement idea for voting. I'm not seeing where that might have been acted upon. So, he we go.

The "Customize Current View" dialog box allows users the ability to change the order of accounts using the "Move Up" and "Move Down" buttons (see the "Accounts" tab).

However, Quicken displays holdings within an investment account in alphabetical order with no apparent functionality to change (or customize) that order.

It would be great if the system were enhanced to allow users the ability to change the order of holdings within an account using "Move Up" and "Move Down" buttons. Such an enhance would facilitate reconciling to the brokerage statement - especially for a brokerage account that has a LARGE number of holdings.

[Edited - Enabled Link]

The Holdings tab in an account view gives you an Account overview in which each security can be expanded into lots. (an Expand All button would be helpful). However one can not export the contents like in the Investing /Portfolio Tab and one would still need to visit each account and take a snapshot which is cumbersome.

Perhaps add another option under Investing - Portfolio by Lots

ISSUE:
To me "Earliest to Date" should be the date of first transaction (where graph, reports, accounts) but seems to include starting date 1/19/1901 as starting date which I have zero transactions and I doubt nobody else does.

You have "Include All Dates" as option which starts at "1/19/1901" too.

The only difference is the two end date options "Earliest To Date" is end date = today's date AND

"Include All Dates" end date = 9/3/2026 yet on my register I don't have any trans after 3/30/26.

To me the Include All Dates with transactions should include first transaction to last transaction (in graph, account, report, etc) which may be beyond todays date.

While Earliest to date should include the first transaction to today's date.

Quicken Desperately needs to be updated to a 64 Bit Platform. It is so antiquated in the User Interface and Functionality.

My recommendation today has is about the Report Writer and Printing Reports

I don't think there has been an upgrade to the Report Writer the entire time, that I can remember.

It is a 1990s interface needs to be brought out of the 1990s and into the 2020s. There are many many standalone reporting writers/systems that could be integrated into the Quicken like Crystal Reports etc to avoid a major investment of development resources and could be done through APIs.

The primary value of Quicken is all your financial data in one system but without an effective way extract it for analysis the value of Quicken drops precipitously. It is so difficult to create reports with the current outdated report writer and the fact that this hasn't been invested in makes long time and current users who are now paying subscription fees question the ongoing fees.

A small example is the non-expandable Window for selecting Accounts, Categories, Payees etc It is so small it makes it very difficult and time consuming to create even simple reports. I work using a 55" TV as a monitor at a high resolution, so I have a lot of real estate, to view data but have to look at this tiny window to select the accounts, categories, payees and securities to select the ones for inclusion. Virtually every other software product on the market except Quicken allows users to adjust window sizes to make data more viewable.

In addition, if you want to adjust what is included in the report & how it is presented you must export it into MS Excel and adjust it there.

I have a brand new HP Laserjet Pro MFP 4301. The Print dialog box in the Quicken Report Writer presents a 1990s print interface and the "Scaling" options are grayed out inspite of having a brand new printer. Previously I assumed this was because I was using an older printer.

Please upgrade the Report Writer in Quicken for Windows and Rewrite Quicken for Windows with all its functionality and features to a 64 Bit platform

2) Position to the first category that contains the search string (as it currently does) and provide a Next and Previous selector as is found in text editors. (Probably the easiest to implement.)

Either one of those suggestions would be a welcomed addition.

As a bonus, it would be nice to be able to indicate that you want to see the categories that have been selected in an existing report, and have the ability to deselect any number of them.

Thank you.

For SYMBOL XYZ in Tax year 2025:

When you finish and submit this, it would update/create all the underlying transactions

Please merge these three fields to the same top-level form so that they are directly inline with the Amount and Due date fields, etc., in Reminder Edit and Add dialogs. They are currently "nested" in a Details form that requires an extra click (and currently has no keyboard option to open it).

This change would simplify keyboard navigation and usability to have all fields immediately accessible in the same dialog, not to mention resolve the accessibility bug (see note below).

Here's a mockup of the EDIT form for consideration. (The ADD form would be updated the same way.)

For comparison, here are the current ADD and EDIT forms, with these three fields not accessible until a user CLICKS the DETAILS image (can't navigate via keyboard):

Note: I mentioned this proposed change as part of a BUG report in the Troubleshooting forum, as elevating the 3 fields would fix the current form navigation issues. See my bug report post here:

Quicken Classic DeluxeVersion: R66.23Build: 27.166.23
OS: Windows 11 Enterprise

… any version … windows

Here’s why: I use the account-level memo/comments on my banking and credit card accounts to store account reference details (for example, statement closing dates, payment due dates, and routing/account numbers used for transfers). That information is important, but it doesn’t belong in a bill’s Memo.

For the bill Memo/Notes, I want to capture bill-specific context such as:

• When the bill started and whether it’s temporary
• What the bill is for
• How it is paid (bank draft, auto transfer, credit card, etc.)
• Any other details specific to that bill that I’d like to see when editing or reviewing it

A small, dedicated Notes/Comments area for each bill—separate from the Memo—would make Bills & Income much more useful for tracking and managing recurring expenses.

I deleted the account and transactions for the time being. My next thought was to do a 'MOVE' to the proper account that I custom named. I'm hoping I can do a bulk move and not one transaction at a time as this would be very cumbersome.

I am using Quicken Business and Personal R65.29, Build 27.1.65.29 on a Windows pc

A suggestion would be for a window to open up asking which account I would like the transactions to update or match to.

Suggest create a Bond Maturity option to the 'enter transaction' box. as right now you have to enter it as a "Bond Sold"

Can you fix this?

Payee Name contains "Check"

Set Amount to ex. $125

Set Account Rule to Truist Checking

Set Category to ex. Housekeeping

Do not Rename.

It's been behaving this way for 10+ years across multiple different computers, so I am pretty sure it won't be fixed any time soon. Today I downloaded and accepted 100+ transactions and I basically had to just get up and do something else for an hour.

Please fix, thx.