EXPANDED List - Categorized IDEAS of Feature Requests/Enhancements for Quicken Mac (51 Legacy Votes)

smayer97

The following organizes IDEAS posted for requests for feature enhancements and improvements for Quicken for Mac into various categorized lists grouped by a related topic or process.

If you want to see the condensed list, showing only the titles of the categorized groups, click here:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

I highly recommend that you browse (or search) through the lists of IDEAS below and VOTE for each request of missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

Instructions:
1. Click the little grey triangle under the VOTE count in the blue banner at the bottom of this post to VOTE to promote this list, to encourage other users to also vote...it may take a moment to register (if it is black, you have already voted). 

Clicking VOTE on THIS page does NOT count towards ANY of the IDEAS listed below. You have to go to their respective page and add your vote there for it to count!

2. Click the yellow star at the top of this thread if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Click on each link above. Be sure to scroll down each page, then VOTE on EACH IDEA separately that you are interested in.

If you do not click the little grey triangle under the VOTE count in the blue banner at the bottom of the page of each feature, your vote will NOT be counted for THAT specific feature!

NOTE: If you have your own related IDEA, DO NOT add it to any of the lists above. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in one of these lists.

Now VOTE to your heart's content!

NOTE: All entries added to this list since the last update are marked (NEW).

You can also browse through the entire continuous list of IDEAS by to see the entire 
uncategorized list for the Mac version by clicking Product IDEAS list for QMac.

TIP: If you want to see the ranking of IDEAS based on the vote count, simply change drop-down menu for the Sort to "Top".

(Scroll down to see the EXPANDED List of Categorized IDEAS)   

smayer97

1. This list was last updated on Jan 13, 2017. Previous update was on Nov 24, 2016.
   New ideas that have been categorized been marked as (NEW) since the previous update.
   
   The following are the groups of feature requests you will find:
   
   List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac
   
   The first above is a special list that draws attention to requests (from the items below) specifically related to this topic. Click above to visit that page to see the selection and first add your VOTE to promote that list, to encourage others to vote. Then click on the links there to vote on the specific requests.
    
   List of Requests for Data Entry and Usability Options and Features
   • Option to Stay in Edit Mode or to Hit Return/Enter To Open New Transaction (NEW)
     
   • Option to move between fields using the Enter key (NEW)
     
   • Display list of Memorized Transactions when Payee name is entered (like QWin) (NEW)
     
   • Expanding split transactions options
   • Automatic remainder calculation to split transactions
   • QuickMath functionality
   • Add ability to LOCK a payee and categorization (x2)
   • Ability for Categorization tied to Payee to be account dependent (NEW) (x2)
     
   • Add Option to Disable Autofill (NEW)
   • Preference to Get Confirmation When Changing Any Transaction
   • Support Pasting Values with $ Dollar Signs into Register (includes $, comma, returns, etc.)
   • Add keyboard shortcuts to switch accounts
   • Add Keyboard Shortcut to Jump to Other Side of Transfer Transaction (NEW)
   • Improve Batch Editing to include changing Split transactions
   • Add Option to Search in Hidden Account Registers (link corrected)
   • Add Option to Search Invisible and Visible Fields
   • Advanced/Complex Searches
   • Add Lot Management to support selling specific investment lots (x2)
   • Allow entry of ANY 3 of 4 security transaction data and calculate the 4th (x2)
   • Add ability to manually update security quotes within the portfolio window (x2)
   • Additional account types (NEW) (x2)
     
   List of Requests for User Interface Options and Features
   • Ability to Set Default Columns, Sort and Sizes to Account Registers
   • Making Split Transactions in Account Register a Variable Width
   • Add option for 2-line/row display
   • Add Ability to Change Font Size
   • Customize home screen
   • Add Ability to Have Separate Views/Tabs
   • Category filter on the overview screen
   • Home Page to not change when using Open in New Window or Double Click Account
   • to set starting location upon opening
   • Option to move or hide the accounts column/sidebar
   • Add ability to enable or disable sidebar groups and subgroups (NEW)
   • Add option to sort Accounts in Sidebar
   • Exclude an account's balance on side bar while still having it remain in sidebar
   • add option to exclude foreign currency accounts from being counted in sidebar
   • Add Balance column to Cash&Credit in Sidebar
   • Add options to show/hide menu bar, remove Bill Pay from menu, change font size in sidebar (NEW)
   • Add BillPay as Tab or in Sidebar to Easily Access Features (NEW) (x2)
   • Improve the Bill Reminders Graph (aka Cash Flow Forecast or Projected Balance) (x2)
   • Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted (NEW) (x2)
   • Hide Reconciled Transactions
   List of Requests for Downloading Data into Quicken
   • Restore Transactions Downloading Acceptance and Matching workflow
   • Add indicator for accounts with downloaded transactions that need attention
   • Add Option to Turn Off Auto-Categorization of Downloaded Transactions (NEW)
     
   • Have Local Rules for Renaming Payees
     
   • Ability to LOCK a payee and categorization (x2)
   • Ability for Categorization tied to Payee to be account dependent (NEW) (x2)
     
   • Add Ability to Match One Downloaded Transaction to Multiple Transactions in Register (NEW)
     
   • Warn when check # recorded in register does not match downloaded check 
   • Prevent overriding local Payee and categorization when matching downloaded transactions (may be isolated to sync with Quicken Mobile only)
   • Add Option to Stop Automatically Clearing the Not Reviewed flag (Blue Dot) after 2 weeks (NEW)
     
   • Perform downloads in the background
   • Add the ability to automatically update at a specific times
   • An easier way to turn downloading on/off of individual securities
   • Add option to make newly downloaded payees hidden
   • Add ability to upload/attach bank statements and notices to an account register (NEW)
     
   • Add ability to store bank passwords outside of Mac KeyChain (NEW)
     
   List of Requests for Reconciliation Process
   • Remember and apply start/end dates
   • Remember last method used
   • Add ability to add service charge or interest during start-up
   • Allow Sorting by Check #
   • Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted (NEW) (x2)
   • Allow Adding the Date Posted field and Sorting by it
   • Add Option to Have Debits and Credits Tallied Separately
   • Option to pay credit card when finished reconciling
   • Add Option to Set Auto-Reconcile When Exiting (NEW)
   • Track/store Prior Reconciled Statements/periods (to identify discrepancies and allow re-reconciling a period)
   • Add Monthly Bill Payment Tracking (NEW)
   • Add Reconciliation Report (NEW) (x2)
   List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
   • Improve the Bill Reminders Graph (aka Cash Flow Forecast or Projected Balance) (x2)
   • Provide the Option to Hide the Bill Reminder Graph
   • Rename Bill Reminders (aka Scheduled Reminders)
   • Add Ability to Edit First Transaction in Bill Reminder (Schedule Transactions) Series Without Changing the Rest (NEW)
     
   • Add option to automatically enter scheduled transactions/bill reminders
   • New frequency set-up for Scheduled Reminders
     
   • Credit card balances reflected in Bill Reminders (dynamically update)
   • Remove Bolded "Split" in Upcoming Bills Reminders
   • Include check number field in scheduled transactions
   • Add a filter to show only unpaid items in bill reminders view
   • Add option to show past scheduled bills/transactions already paid (NEW)
     
   • Add the option automatically add Scheduled Transactions with Bill Pay
     
   • Add BillPay as Tab or in Sidebar to Easily Access Features (NEW) (x2)
     
   • Have Bills due displayed in the OS X notification system
   • Sync Bill Reminders to Mac OS Calendar
   • Add a Paycheck Wizard
   List of Requests for Report Types
   Background: 
   Request for Customizable reporting engine (with the power and flexibility of QM2007 and QWin)
   • Create Useful Category/Transaction Detail Report
   • Columnar report (with selectable choices for rows and columns)
   • Tag report (just for tags) (this is just an application of the Columnar report  sorted and subtotaled by tags - see above) 
   • Income vs Expenses, Cash Flow, Profit & Loss (P&L) type report (these are just a subset or an application of the Columnar report organized by those options - see above)
   • Comparison report format (this is just a subset or an application of the Columnar report with additional columns - see above)
   • Bring back Quick Reports
   • Add a Portfolio report  (x2)
   • Income Over Time report (this is just a subset or an application of the Columnar report - see above)
   • Add a Bar or Line Graph for Income Over Time
   • IRR Report
   • Financial analysis of investments (same thing as IRR or is this different?)
   • Requesting YTD investment returns report
     
   • Add Ability to Print List of Accounts and Balances (NEW)
     
   • Add Reconciliation Report (NEW) (x2)
     
   List of Requests for Report Related Features
   • Add Selection Criteria for -No Category- and -No Tag- on Reports
   • SubTotals on reports 
   • More Sort options on reports 
   • Ability to Choose to Show/Hide Columns That Appear in Reports
   • Ability to Include or Exclude Transfers on Reports
   • Add Ability to Organize Reports by Income and Expense vs Cash Flow
     
   • Add Unreconciled Filter in Transaction Register and Reports
   • Expanding split transactions
   • Show dividends as income in Overview report (NEW) (x2)
     
   • Report Formatting Options
   • Freeze left column for scrolling and shrink report for printing
   • Ability to Drill Down on ANY Report
   • Add ability to copy/duplicate custom reports
   • Enable customizing the Net worth report by year
   • Export to spreadsheet or CSV ASCII file
   • Ability to carry forward report formats from other versions
   • Add true multi-currency conversion support
   • Add values of hidden investment accounts to investment graphs
   • Limit investment graph time period to that of all Quicken data file transactions
    List of Requests Related to Investments (Does not include Downloading Data or Reports, see above)
   • Add Lot Management to support selling specific investment lots (x2)
   • Allow entry of ANY 3 of 4 security transaction data and calculate the 4th (x2)
   • Add Ability to Transfer Shares between Investment Accounts
     
   • Return of Capital should not be "Not Categorized" transaction
   • Add ETF (and others) to security types
   • Add ability to hide currently unused securities
   • Add ability to customize the portfolio view
   • Add Holdings by Account to Portfolio view
   • Add a Portfolio report (x2)
   • Add ability to manually update security quotes within the portfolio window (x2)
   • Show four decimal places in price quotes within portfolio window
   • Add a wizard to handle two types of IRA withdrawals
   • Add capability to enter stock options and restricted stock units grants
   • Add ability to link accounts to brokerage accounts
   • Additional account types (NEW) (x2)
     
   • Show dividends as income in Overview report (NEW) (x2)
     
   • Add more advanced Home Asset Accounting
   • Add automobile asset value like you do with Zillow
   • Add true multi-currency conversion support
   List of Requests Related to Budgets
   • Improve the Ability to Print Budgets
   • Add ability to choose months/yearly data for budget prints/reports (NEW)
   • Add Ability to Include or Exclude Transfers on Budgets
   • Prevent transfers from canceling each other out in Budgets (same as Include/Exclude Transfers?)
   • Add Ability to Include or Exclude Accounts on Budgets
   • Permit date range change on Budgets
   • Add Memo/Notes field to Budget drill down to Detail Report
   • Budget Report Simplification (add front end One Page Budget Summary Page- view and print)
   • Add Budget Rollover Report (NEW)
   List of Requests for Data and File Management Features (NEW)
   • <to be populated>
   List of Requests for Quicken Mobile Features (NEW)
   • <to be populated>
   List of Requests for New Capabilities (NEW) (features or processes beyond the above)
   • Built-In Loan Amortization
   • Add True multi-currency conversion support
   List of Miscellaneous Requests (NEW) (that do not fit above)
   • <to be populated>
   
   How these lists are maintained
   
   As IDEA posts are added by users to this forum, they will eventually be added to one of these lists for easier reference and the ability to browse other related IDEAS to vote on. If enough new IDEAS do not fit into any list, a new list will be created.
   
   TIPS
   1. First check if your IDEA already exists as a request. If so, add your vote to it.
   2. If you need to create a new IDEA request, make sure your title is meaningful for others to find and understand it.
   As IDEAS are implemented into Quicken for Mac, they will be marked as such, indicating in which specific version it was implemented. 
   
   REMEMBER: To help promote this list to encourage others to vote, click VOTE at the top of this page.

As IDEAS are implemented into Quicken for Mac, they will be marked as such, indicating in which specific version it was implemented. 

REMEMBER: To help promote this list to encourage others to vote, click VOTE at the top of this page.

This list was last updated on Jan 13, 2017. Previous update was on Nov 24, 2016.
New ideas that have been categorized been marked as (NEW) since the previous update.

smayer97

This list was last updated on Jul 14, 2018. Previous update was on Jan 13, 2017. Ideas that have been recently categorized been marked as (NEW) since the previous update (this does not necessarily mean the Idea thread is new) or marked as (DONE) if implemented. 

The following are the groups of feature requests you will find:

• List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac

The first above is a special list that draws attention to requests (from the items below) specifically related to this topic. Click above to visit that page to see the selection and first add your VOTE to promote that list, to encourage others to vote. Then click on the links there to vote on the specific requests.

List of Requests for Data Entry and Usability Options and Features

• 
  Option to Stay in Edit Mode or to Hit Return/Enter To Open New Transaction
  
  
• Option to move between fields using the Enter key
  
• 
  Display list of Memorized Transactions when Payee name is entered (like QWin)
  
  
• Expanding split transactions options (x2) (Partially DONE)
• Automatic remainder calculation to split transactions (DONE, sort of)
• 
  Allow reordering of split entries
  
  
• Add Ability to Scroll through (and Edit?) Split data in "Child" Transfer Transactions (x2) (NEW)
• Ability to Move or Void a Transaction (NEW)
• QuickMath functionality
• Add ability to LOCK a payee and categorization (x2)
• Ability for Categorization tied to Payee to be account dependent (x2)
  
• Add Option to Disable Autofill
• 
  Add option to hide categories and tags (NEW)
  
  
• Add Option to Get Confirmation When Changing Any Transaction
• 
  Add Option to Confirm Delete when deleting a transaction (NEW)
  
  
• 
  Support Pasting Values with $ Dollar Signs into Register (includes $, comma, returns, etc.)
• Add keyboard shortcuts to switch accounts
• Add Keyboard Shortcut to Jump to Other Side of Transfer Transaction
• Improve Batch Editing to include changing Split transactions
• Add Option to Search in Hidden Account Registers
• Add Option to Search Invisible and Visible Fields
• Advanced/Complex Searches
• Add Lot Management to support selling specific investment lots (x2) (DONE)
• Add ability to handle Buy/Sell of investments and Transfer effectively (x2) (NEW)
• Allow entry of ANY 3 of 4 security transaction data and calculate the 4th (x2)
• Add ability to manually update security quotes within the portfolio window (x2)
• 
  Additional account types (x2)
  
  

List of Requests for User Interface Options and Features

• Ability to Set Default Columns, Sort and Sizes to Account Registers
• Making Split Transactions in Account Register a Variable Width
• Add Ability to Scroll through (and Edit?) Split data in "Child" Transfer Transactions (x2) (NEW)
• Add option for 2-line/row display
• Add Ability to Change Font Settings (size, font, color, etc)
• Customize home screen
• Add Ability to Have Separate Views/Tabs
• Category filter on the overview screen
• Home Page to not change when using Open in New Window or Double Click Account
• to set starting location upon opening
• Option to move or hide the accounts column/sidebar
• Add ability to enable or disable sidebar groups and subgroups
• Add option to sort Accounts in Sidebar
• Exclude an account's balance on side bar while still having it remain in sidebar
• add option to exclude foreign currency accounts from being counted in sidebar (DONE, not as option)
• Add Balance column to Cash&Credit in Sidebar
• Add options to show/hide menu bar, remove Bill Pay from menu, change font size in sidebar
• Add BillPay as Tab or in Sidebar to Easily Access Features (x2)
• Improve the Bill Reminders Graph (aka Cash Flow Forecast or Projected Balance) (x2)
• 
  Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted (x2)
  
• Hide Reconciled Transactions

List of Requests for Downloading Data into Quicken

• Restore Transactions Downloading Acceptance and Matching workflow
• Add Option to Stop Automatically Clearing the Not Reviewed flag (Blue Dot) after 2 weeks (DONE)
• Add indicator for accounts with downloaded transactions that need attention (Partially DONE)
• 
  Add Option to Turn Off Auto-Categorization of Downloaded Transactions
  
  
• 
  Have Local Rules for Renaming Payees
  
  
• Ability to LOCK a payee and categorization (x2)
• Ability for Categorization tied to Payee to be account dependent (x2)
  
• 
  Add Ability to Match One Downloaded Transaction to Multiple Transactions in Register
  
  
• 
  Warn when check # recorded in register does not match downloaded check 
• Prevent overriding local Payee and categorization when matching downloaded transactions 
• 
  Perform downloads in the background (DONE)
  
  
• Add the ability to automatically update at a specific times
• An easier way to turn downloading on/off of individual securities
• Add option to make newly downloaded payees hidden
• 
  Add ability to upload/attach bank statements and notices to an account register
  
  
• Add ability to store bank passwords outside of Mac KeyChain
  

List of Requests for Reconciliation Process

• Remember and apply start/end dates
• Remember last method used
• Add ability to add service charge or interest during start-up
• Allow Sorting by Check #
• 
  Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted (x2)
  
• Allow Adding the Date Posted field and Sorting by it
• Add Option to Have Debits and Credits Tallied Separately
• Option to pay credit card when finished reconciling
• Add Option to Set Auto-Reconcile When Exiting
• 
  Track/store Prior Reconciled Statements/periods (to identify discrepancies and allow re-reconciling a period)
• Add Monthly Bill Payment Tracking
• Add Reconciliation Report (x2)

List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

• Improve the Bill Reminders Graph (aka Cash Flow Forecast or Projected Balance) (x2)
• Provide the Option to Hide the Bill Reminder Graph
• Rename Bill Reminders (aka Scheduled Reminders)
• Add Ability to Edit First Transaction in Bill Reminder (Schedule Transactions) Series Without Changing the Rest
• 
  New frequency set-up for Scheduled Reminders
  
  
• Credit card balances reflected in Bill Reminders (dynamically update)
• 
  Add option to only show one side of transfers in Bill Reminders  (NEW)
  
  
• Remove Bolded "Split" in Upcoming Bills Reminders
• Include check number field in scheduled transactions
• Add a filter to show only unpaid items in bill reminders view
• 
  Add option to automatically enter scheduled transactions/bill reminders (DONE)
  
  
• 
  Add option to show past scheduled bills/transactions already paid
  
  
• 
  Add the option automatically add Scheduled Transactions with Bill Pay (DONE)
  
  
• Add BillPay as Tab or in Sidebar to Easily Access Features (x2)
  
• Have Bills due displayed in the OS X notification system
• Sync Bill Reminders to Mac OS Calendar
• Add a Paycheck Wizard

List of Requests for Report Types
Background: 
Request for Customizable reporting engine (with the power and flexibility of QM2007 and QWin)

• Create Useful Category/Transaction Detail Report
• Columnar report (with selectable choices for rows and columns)
• 
  Tag report (just for tags) (DONE) (this is just an application of the Columnar report  sorted and subtotaled by tags - see above) 
• 
  Income vs Expenses, Cash Flow, Profit & Loss (P&L) type report (these are just a subset or an application of the Columnar report organized by those options - see above)
  
• 
  Comparison report format (DONE) (this is just a subset or an application of the Columnar report with additional columns - see above)
• Bring back Quick Reports (Partially DONE)
• Add a Portfolio report (x2) (Partially DONE)
• 
  Income Over Time report (this is just a subset or an application of the Columnar report - see above)
• Add a Bar or Line Graph for Income Over Time
• IRR Report (Partially DONE)
• 
  Financial analysis of investments (same thing as IRR or is this different?)
• 
  Requesting YTD investment returns report
  
  
• 
  Add Reconciliation Report (x2)
  
  
• 
  Add Ability to Print List of Accounts and Balances
  
  
• Add the ability to print the category list (NEW)

List of Requests for Report Related Features

• 
  Add Selection Criteria for -No Category- and -No Tag- on Reports
  
• SubTotals on reports 
• More Sort options on reports 
• Ability to Choose to Show/Hide Columns That Appear in Reports
• 
  Ability to Include or Exclude Transfers on Reports
  
• 
  Add Ability to Organize Reports by Income and Expense vs Cash Flow
  
  
• 
  Add Unreconciled Filter in Transaction Register and Reports
  
• Expanding split transactions options (x2) (Partially DONE)
• 
  Show dividends as income in Overview report (x2)
  
  
• 
  Report Formatting Options
  
• 
  Freeze left column for scrolling and shrink report for printing
  
• Ability to Drill Down on ANY Report
• Add ability to copy/duplicate custom reports
• Enable customizing the Net worth report by year
• 
  Export to spreadsheet or CSV ASCII file (Partially DONE)
  
• 
  Ability to carry forward report formats from other versions
  
• Add true multi-currency conversion support (x3)
• Add values of hidden investment accounts to investment graphs
• Limit investment graph time period to that of all Quicken data file transactions
• Add option to identify reports that need to be updated when a new Payee is created (NEW)
• 
  Add option to identify reports that need to be updated when a new Category or Tag is created (NEW)
  
  

List of Requests Related to Investments (Does not include Downloading Data or Reports, see above)

• Add Lot Management to support selling specific investment lots (x2) (DONE)
• Add ability to handle Buy/Sell of investments and Transfer effectively (x2) (NEW)
• Allow entry of ANY 3 of 4 security transaction data and calculate the 4th (x2)
• Add Ability to Transfer Shares between Investment Accounts
• Return of Capital should not be "Not Categorized" transaction
• Add ETF (and others) to security types
• 
  Add ability to hide currently unused securities
  
• Add ability to customize the portfolio view (Partially DONE)
• Add Holdings by Account to Portfolio view
• Add a Portfolio report (x2) (Partially DONE)
• Add ability to manually update security quotes within the portfolio window (x2)
• Show four decimal places in price quotes within portfolio window
• Add a wizard to handle two types of IRA withdrawals
• Add capability to enter stock options and restricted stock units grants
• Add ability to link accounts to brokerage accounts
• Additional account types (x2)
• Show dividends as income in Overview report (x2)
• Add more advanced Home Asset Accounting
• Add automobile asset value like you do with Zillow
• Add true multi-currency conversion support (x3)
• Add investment income on budgets (x2) (NEW)
• View Price History graph for a Security (NEW)

(continued below...)

smayer97

 List of Requests Related to Budgets

• Improve the Ability to Print Budgets (Partially DONE)
• Add ability to choose months/yearly data for budget prints/reports
• Add Ability to Include or Exclude Transfers on Budgets
• Prevent transfers from canceling each other out in Budgets (same as Include/Exclude Transfers?)
• Add Ability to Include or Exclude Accounts on Budgets
• Permit date range change on Budgets
• Add Memo/Notes field to Budget drill down to Detail Report
• Budget Report Simplification (add front end One Page Budget Summary Page- view and print)
• Add Rollover option for budgets (NEW)
• Add Budget Rollover Report
• Add investment income on budgets (x2) (NEW)
  

List of Requests for Data and File Management Features

• Add More Options to Automatic Back-ups (NEW) (Partially DONE)
• Add "Save a Copy" feature (similar to "Year End Copy" (NEW)
• Maintain ability to run 2 copies of Quicken for Mac simultaneously (NEW)
• Add Ability to Select Content of QXF File for Export (NEW)
• Suggestion for Archive Function (NEW)
• Add Multiple Users for Multi-Factor Authentication (MFA) (NEW)
• Add ability to add Quicken IDs to Subscription (NEW)

List of Requests for Quicken Mobile Features

• This list is no longer needed - In Jan 2018, Quicken added a category for Quicken Mobile in GetSatisfaction. Simply filter the IDEA section for those. For guidance, see FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

List of Requests for New Capabilities (features or processes beyond the above)

• Built-In Loan Amortization (Partially DONE)
• Add True multi-currency conversion support (x3)

List of Miscellaneous Requests (that do not fit above)

• <to be populated>

How these lists are maintained

As IDEA posts are added by users to this forum, they will eventually be added to one of these lists for easier reference and the ability to browse other related IDEAS to vote on. If enough new IDEAS do not fit into any list, a new list will be created.

TIPS

1. First check if your IDEA already exists as a request. If so, add your vote to it.
2. If you need to create a new IDEA request, make sure your title is meaningful for others to find and understand it.

As IDEAS are implemented into Quicken for Mac, they will be marked as such, indicating in which specific version it was implemented. 

REMEMBER: To help promote this list to encourage others to vote, click VOTE at the top of this page.

This list was last updated on Jul 14, 2018. Previous update was on Jan 13, 2017.
Ideas that have been recently categorized been marked as (NEW) since the previous update (this does not necessarily mean the Idea thread is new) or marked as (DONE) if implemented. 

Note that there are many more that have not been added to this list that are in the IDEA section of this forum. Please read the following to see the entire uncategorized list:
FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

TIP: If you want to see the ranking of IDEAS based on the vote count, follow the instructions at the link above and simply Sort the list by "Number of me-Toos - highest first".

smayer97

 List of Requests Related to Budgets

• Improve the Ability to Print Budgets (Partially DONE)
• Add ability to choose months/yearly data for budget prints/reports
• Add Ability to Include or Exclude Transfers on Budgets
• 
  Prevent transfers from canceling each other out in Budgets (same as Include/Exclude Transfers?)
• Add Ability to Include or Exclude Accounts on Budgets
• Permit date range change on Budgets
• 
  Add Memo/Notes field to Budget drill down to Detail Report
  
• Budget Report Simplification (add front end One Page Budget Summary Page- view and print)
• Add Rollover option for budgets (NEW)
• Add Budget Rollover Report
• 
  Add investment income on budgets (x2) (NEW)
  
  

List of Requests for Data and File Management Features

• Add More Options to Automatic Back-ups (NEW) (Partially DONE)
• Add "Save a Copy" feature (similar to "Year End Copy" (NEW)
• 
  Maintain ability to run 2 copies of Quicken for Mac simultaneously (NEW)
  
• Add Ability to Select Content of QXF File for Export (NEW)
• Suggestion for Archive Function (NEW)
• Add Multiple Users for Multi-Factor Authentication (MFA) (NEW)
• Add ability to add Quicken IDs to Subscription (NEW)

List of Requests for Quicken Mobile Features

• This list is no longer needed - In Jan 2018, Quicken added a category for Quicken Mobile in GetSatisfaction. Simply filter the IDEA section for those. For guidance, see FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)
  

List of Requests for New Capabilities (features or processes beyond the above)

• Built-In Loan Amortization (Partially DONE)
• Add True multi-currency conversion support (x3)

List of Miscellaneous Requests (that do not fit above)

• <to be populated>

How these lists are maintained

As IDEA posts are added by users to this forum, they will eventually be added to one of these lists for easier reference and the ability to browse other related IDEAS to vote on. If enough new IDEAS do not fit into any list, a new list will be created.

As IDEAS are implemented into Quicken for Mac, they will be marked as (DONE), indicating in which specific version it was implemented. 

TIPS

1. First check if your IDEA already exists as a request. If so, add your vote to it.
2. If you need to create a new IDEA request, make sure your title is meaningful for others to find and understand it.

REMEMBER: To help promote this list to encourage others to vote, click VOTE at the top of this page.

This list was last updated on Jul 14, 2018. Previous update was on Jan 13, 2017.
Ideas that have been recently categorized been marked as (NEW) since the previous update (this does not necessarily mean the Idea thread is new) or marked as (DONE) if implemented. 

Note that there are many more that have not been added to this list that are in the IDEA section of this forum. Please read the following to see the entire uncategorized list:
FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

TIP: If you want to see the ranking of IDEAS based on the vote count, follow the instructions at the link above and simply Sort the list by "Number of me-Toos - highest first".

smayer97

This list was last updated on Oct 11, 2018. Previous update was on Jul 14, 2018.

Ideas that have been recently categorized have been marked as (NEW) since the previous update (this does not necessarily mean the idea is new) or marked as (DONE) if implemented. 

The following are the groups of feature requests you will find:

• List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac

The first above is a special list that draws attention to requests (from the items below) specifically related to this topic. Click above to visit that page to see the selection and first add your VOTE to promote that list, to encourage others to vote. Then click on the links there to vote on the specific requests.

List of Requests for Data Entry and Usability Options and Features

• Option to Stay in Edit Mode or to Hit Return/Enter To Open New Transaction
  
• Option to move between fields using the Enter key
  
• Display list of Memorized Transactions when Payee name is entered (like QWin)
  
• Expanding split transactions options (x2) (Partially DONE)
• Automatic remainder calculation to split transactions (DONE, sort of)
• Allow reordering of split entries
  
• Add Ability to Scroll through (and Edit?) Split data in "Child" Transfer Transactions (x2)
• Ability to Move or Void a Transaction
• QuickMath functionality
• Add ability to LOCK a payee and categorization (x2)
• Ability for Categorization tied to Payee to be account dependent (x2)
  
• Add Option to Disable Autofill
• Add option to hide categories and tags
  
• Add Option to Get Confirmation When Changing Any Transaction
• Add Option to Confirm Delete when deleting a transaction
  
• Support Pasting Values with $ Dollar Signs into Register (includes $, comma, returns, etc.)
• Add keyboard shortcuts to switch accounts
• Add Keyboard Shortcut to Jump to Other Side of Transfer Transaction
• Improve Batch Editing to include changing Split transactions
• Add Option to Search in Hidden Account Registers
• Add option to Hide/Unhide Accounts all at once (NEW)
• Add Option to Search Invisible and Visible Fields
• Advanced/Complex Searches
• Add Lot Management to support selling specific investment lots (x2) (DONE)
• Add ability to handle Buy/Sell of investments and Transfer effectively (x2)
• Allow entry of ANY 3 of 4 security transaction data and calculate the 4th (x2)
• Add ability to manually update security quotes within the portfolio window (x2)
• Additional account types (x2)
  

List of Requests for User Interface Options and Features

• Ability to Set Default Columns, Sort and Sizes to Account Registers
• Making Split Transactions in Account Register a Variable Width
• Add Ability to Scroll through (and Edit?) Split data in "Child" Transfer Transactions (x2)
• Add option for 2-line/row display
• Add Ability to Change Font Settings (size, font, color, etc)
• Customize home screen
• Add Ability to Have Separate Views/Tabs
• Category filter on the overview screen
• Home Page to not change when using Open in New Window or Double Click Account
• to set starting location upon opening
• Option to move or hide the accounts column/sidebar
• Add ability to enable or disable sidebar groups and subgroups
• Add option to sort Accounts in Sidebar
• Exclude an account's balance on side bar while still having it remain in sidebar
• add option to exclude foreign currency accounts from being counted in sidebar (DONE, not as option)
• Add Balance column to Cash&Credit in Sidebar
• Add options to show/hide menu bar, remove Bill Pay from menu, change font size in sidebar
• Add BillPay as Tab or in Sidebar to Easily Access Features (x2)
• Improve the Bill Reminders Graph (aka Cash Flow Forecast or Projected Balance) (x2)
• Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted (x2)
• Hide Reconciled Transactions

List of Requests for Downloading Data into Quicken

• Restore Transactions Downloading Acceptance and Matching workflow
• Add Option to Stop Automatically Clearing the Not Reviewed flag (Blue Dot) after 2 weeks (DONE)
• Add indicator for accounts with downloaded transactions that need attention (Partially DONE)
• Add Option to Turn Off Auto-Categorization of Downloaded Transactions
  
• Have Local Rules for Renaming Payees
  
• Ability to LOCK a payee and categorization (x2)
• Ability for Categorization tied to Payee to be account dependent (x2)
  
• Add Ability to Match One Downloaded Transaction to Multiple Transactions in Register
  
• Warn when check # recorded in register does not match downloaded check 
• Prevent overriding local Payee and categorization when matching downloaded transactions 
• Perform downloads in the background (DONE)
  
• Add the ability to automatically update at a specific times
• An easier way to turn downloading on/off of individual securities
• Add option to make newly downloaded payees hidden
• Add ability to upload/attach bank statements and notices to an account register
  
• Add ability to store bank passwords outside of Mac KeyChain
  

List of Requests for Reconciliation Process

• Remember and apply start/end dates
• Remember last method used
• Add ability to add service charge or interest during start-up
• Allow Sorting by Check #
• Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted (x2)
• Allow Adding the Date Posted field and Sorting by it (Partially DONE)
• Add Option to Have Debits and Credits Tallied Separately
• Option to pay credit card when finished reconciling
• Add Option to Set Auto-Reconcile When Exiting
• Track/store Prior Reconciled Statements/periods (to identify discrepancies and allow re-reconciling a period)
• Add Monthly Bill Payment Tracking
• Add Reconciliation Report (x2)

List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

• Improve the Bill Reminders Graph (aka Cash Flow Forecast or Projected Balance) (x2)
• Provide the Option to Hide the Bill Reminder Graph
• Rename Bill Reminders (aka Scheduled Reminders)
• Add Ability to Edit First Transaction in Bill Reminder (Schedule Transactions) Series Without Changing the Rest
• New frequency set-up for Scheduled Reminders
  
• Credit card balances reflected in Bill Reminders (dynamically update)
• Add option to only show one side of transfers in Bill Reminders
  
• Remove Bolded "Split" in Upcoming Bills Reminders
• Include check number field in scheduled transactions
• Add a filter to show only unpaid items in bill reminders view
• Add option to automatically enter scheduled transactions/bill reminders (DONE)
  
• Add option to show past scheduled bills/transactions already paid
  
• Add the option automatically add Scheduled Transactions with Bill Pay (DONE)
  
• Add BillPay as Tab or in Sidebar to Easily Access Features (x2)
  
• Have Bills due displayed in the OS X notification system
• Sync Bill Reminders to Mac OS Calendar
• Add a Paycheck Wizard

smayer97

 List of Requests Related to Budgets

• Improve the Ability to Print Budgets (Partially DONE)
• Add ability to choose months/yearly data for budget prints/reports
• Add Ability to Include or Exclude Transfers on Budgets
• Prevent transfers from canceling each other out in Budgets (same as Include/Exclude Transfers?)
• Add Ability to Include or Exclude Accounts on Budgets
• Permit date range change on Budgets
• Add Memo/Notes field to Budget drill down to Detail Report
• Budget Report Simplification (add front end One Page Budget Summary Page- view and print)
• Add Rollover option for budgets (NEW)
• Add Budget Rollover Report
• Add investment income on budgets (x2) (NEW)
  

List of Requests for Data and File Management Features

• Add More Options to Automatic Back-ups (NEW) (Partially DONE)
• Add "Save a Copy" feature (similar to "Year End Copy" (NEW)
• Maintain ability to run 2 copies of Quicken for Mac simultaneously (NEW)
• Add Ability to Select Content of QXF File for Export (NEW)
• Suggestion for Archive Function (NEW)
• Add Multiple Users for Multi-Factor Authentication (MFA) (NEW)
• Add ability to add Quicken IDs to Subscription (NEW)

List of Requests for Quicken Mobile Features

• This list is no longer needed - In Jan 2018, Quicken added a category for Quicken Mobile in GetSatisfaction. Simply filter the IDEA section for those. For guidance, see FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

List of Requests for New Capabilities (features or processes beyond the above)

• Built-In Loan Amortization (Partially DONE)
• Add True multi-currency conversion support (x3)

List of Miscellaneous Requests (that do not fit above)

• <to be populated>

How these lists are maintained

As IDEA posts are added by users to this forum, they will eventually be added to one of these lists for easier reference and the ability to browse other related IDEAS to vote on. If enough new IDEAS do not fit into any list, a new list will be created.

As IDEAS are implemented into Quicken for Mac, they will be marked as (DONE), indicating in which specific version it was implemented. 

TIPS

1. First check if your IDEA already exists as a request. If so, add your vote to it.
2. If you need to create a new IDEA request, make sure your title is meaningful for others to find and understand it.

REMEMBER: To help promote this list to encourage others to vote, click VOTE at the top of this page.

This list was last updated on Jul 14, 2018. Previous update was on Jan 13, 2017.
Ideas that have been recently categorized been marked as (NEW) since the previous update (this does not necessarily mean the Idea thread is new) or marked as (DONE) if implemented. 

Note that there are many more that have not been added to this list that are in the IDEA section of this forum. Please read the following to see the entire uncategorized list:
FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

TIP: If you want to see the ranking of IDEAS based on the vote count, follow the instructions at the link above and simply Sort the list by "Number of me-Toos - highest first".

smayer97

List of Requests for Report Types
Background: 
Request for Customizable reporting engine (with the power and flexibility of QM2007 and QWin)

• Create Useful Category/Transaction Detail Report
• Columnar report (with selectable choices for rows and columns)
• Tag report (just for tags) (DONE) (this is just an application of the Columnar report  sorted and subtotaled by tags - see above) 
• Income vs Expenses, Cash Flow, Profit & Loss (P&L) type report (these are just a subset or an application of the Columnar report organized by those options - see above)
• Comparison report format (DONE) (this is just a subset or an application of the Columnar report with additional columns - see above)
• Bring back Quick Reports (Partially DONE)
• Add a Portfolio report (x2) (Partially DONE)
• Income Over Time report (this is just a subset or an application of the Columnar report - see above)
• Add a Bar or Line Graph for Income Over Time
• IRR Report (DONE)
• Financial analysis of investments (same thing as IRR or is this different?)
• Requesting YTD investment returns report (DONE)
  
• Add Reconciliation Report (x2)
  
• Add Ability to Print List of Accounts and Balances
  
• Add the ability to print the category list

List of Requests for Report Related Features

• Add Selection Criteria for -No Category- and -No Tag- on Reports
• SubTotals on reports 
• More Sort options on reports 
• Ability to Choose to Show/Hide Columns That Appear in Reports (DONE)
• Ability to Include or Exclude Transfers on Reports
• Add Ability to Organize Reports by Income and Expense vs Cash Flow
  
• Add Unreconciled Filter in Transaction Register and Reports
• Expanding split transactions options (x2)
• Report Formatting Options
• Freeze left column for scrolling and shrink report for printing
• Ability to Drill Down on ANY Report (DONE)
• Add ability to copy/duplicate custom reports (DONE)
• Enable customizing the Net worth report by year
• Export to spreadsheet or CSV ASCII file (Partially DONE)
• Ability to carry forward report formats from other versions
• Add true multi-currency conversion support (x3)
• Add values of hidden investment accounts to investment graphs
• Limit investment graph time period to that of all Quicken data file transactions
• Add option to identify reports that need to be updated when a new Payee is created
• Add option to identify reports that need to be updated when a new Category or Tag is created
  

List of Requests Related to Investments (Does not include Downloading Data or Reports, see above)

• Add Lot Management to support selling specific investment lots (x2) (DONE)
• Add ability to handle Buy/Sell of investments and Transfer effectively (x2)
• Allow entry of ANY 3 of 4 security transaction data and calculate the 4th (x2)
• Add Ability to Transfer Shares between Investment Accounts
• Return of Capital should not be "Not Categorized" transaction
• Add ETF (and other customizable classes) to security types
• Add ability to hide currently unused securities
• Add ability to customize the portfolio view (Partially DONE)
• Add Holdings by Account to Portfolio view
• Add a Portfolio report (x2) (Partially DONE)
• Add ability to manually update security quotes within the portfolio window (x2)
• Show four decimal places in price quotes within portfolio window
• Add a wizard to handle two types of IRA withdrawals
• Add capability to enter stock options and restricted stock units grants
• Add ability to link accounts to brokerage accounts
• Additional account types (x2)
• Show dividends as income in Overview report (DONE)
• Add more advanced Home Asset Accounting
• Add automobile asset value like you do with Zillow
• Add true multi-currency conversion support (x3)
• Add investment income on budgets (x2)
• View Price History graph for a Security

smayer97

 List of Requests Related to Budgets

• Improve the Ability to Print Budgets (Partially DONE)
• Add ability to choose months/yearly data for budget prints/reports
• Add Ability to Include or Exclude Transfers on Budgets
• Prevent transfers from canceling each other out in Budgets (same as Include/Exclude Transfers?)
• Add Ability to Include or Exclude Accounts on Budgets
• Permit date range change on Budgets
• Add Memo/Notes field to Budget drill down to Detail Report
• Budget Report Simplification (add front end One Page Budget Summary Page- view and print)
• Add Rollover option for budgets
• Add Budget Rollover Report
• Add investment income on budgets (x2)
  

List of Requests for Data and File Management Features

• Add More Options to Automatic Back-ups (Partially DONE)
• Add "Save a Copy" feature (similar to "Year End Copy"
• Maintain ability to run 2 copies of Quicken for Mac simultaneously
• Add Ability to Select Content of QXF File for Export
• Suggestion for Archive Function
• Add Multiple Users for Multi-Factor Authentication (MFA)
• Add ability to add Quicken IDs to Subscription

List of Requests for Quicken Mobile Features

• This list is no longer needed - In Jan 2018, Quicken added a category for Quicken Mobile in GetSatisfaction. Simply filter the IDEA section for those. For guidance, see 
• FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

List of Requests for Quicken on the Web Features (NEW)

• In Oct 2018, Quicken added a category for Quicken on the Web in GetSatisfaction. Simply filter the IDEA section for those. For guidance, see 
• FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

List of Requests for New Capabilities (features or processes beyond the above)

• Built-In Loan Amortization (Partially DONE)
• Add True multi-currency conversion support (x3)

List of Miscellaneous Requests (that do not fit above)

• <to be populated>

How these lists are maintained

As IDEA posts are added by users to this forum, they will eventually be added to one of these lists for easier reference and the ability to browse other related IDEAS to vote on. If enough new IDEAS do not fit into any list, a new list will be created.

As IDEAS are implemented into Quicken for Mac, they will be marked as (DONE), indicating in which specific version it was implemented. 

TIPS

1. First check if your IDEA already exists as a request. If so, add your vote to it.
2. If you need to create a new IDEA request, make sure your title is meaningful for others to find and understand it.

REMEMBER: To help promote this list to encourage others to vote, click VOTE at the top of this page.

This list was last updated on Oct 11, 2018. Previous update was on Jul 14, 2018.
Ideas that have been recently categorized been marked as (NEW) since the previous update (this does not necessarily mean the Idea thread is new) or marked as (DONE) if implemented. 

Note that there are many more that have not been added to this list that are in the IDEA section of this forum. Please read the following to see the entire uncategorized list:
FAQ: How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

TIP: If you want to see the ranking of IDEAS based on the vote count, follow the instructions at the link above and simply Sort the list by "Number of me-Toos - highest first".

smayer97

This list was previously updated on these dates: 
Oct 11, 2018 
Jul 14, 2018
Jan 13, 2017
Nov 24, 2016 (first created)