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Financial and Year-End Checklists

Quicken often offers checklists for Year-End, Tax Time, etc. Full of solid advice for folks still in the workforce. But what about those of us in the retired category? Many of the recommended tasks do not apply and many other applicable ones are missing. Quicken - how about some finer granularity on the suggested task lists. Also, how about a Feedback channel where suggestions like this can accumulate?


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @GenoM,

    Thank you for reaching out to the Community with your question.

    To request feature enhancements or new features that you wish to have added in the future, what you can do is create an idea post and add your vote. Our development team frequently uses our idea posts in order to improve Quicken and implement new features requested by customers. This way other users who have the same or a similar request can vote on your idea.

    I hope this helps!
    -Quicken Anja
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