Two things - The calendar needs improvement. I receive deposits on the second and third Wednesdays of each month. Now I have to go in manually and edit the dates of these deposits.
> @Greg_the_Geek said:
> @FBoro, I don't know where you got your information but it's incorrect. The working copy of your Quicken data file should be on the local hard drive but there's no problem using either an external drive or cloud drive for backup. I switch between my desktop and laptop by using Dropbox. Whenever I exit Quicken, I have it set to make a backup in a Dropbox folder. When I want to switch computers, I just restore from the Dropbox folder and backup again when I exit.
I'd love to have it save to Dropbox but haven't figured out how to do that. It saves to Desktop and then I have to transfer to Dropbox.
Please make it so we can do a report based on a memo field. While you can search an account on a memo field you have to know what account. So if I want to see when I purchased an item (like an oven) I use to be able to create a report across all accounts on the memo field and find this. Now I have to go into each account to search. We have multiple checking and other accounts and who knows what I bought it out of years later!
We do not all use tags and they weren't around before.
Barry Weintrob said:
Last I checked, the Mac version of Quicken still did not track investments by tax lot, which is one of the more valuable features of Quicken.