Templates: Improve The New User Experience [Edited]

jimgrant Member ✭✭
edited October 2023 in Product Enhancements

There is a huge amount of instructional information within the Quicken program. There are also many Quicken tutorial videos on YouTube. However, using any of this information still puts a user in the position of starting a Quicken database with effectively a blank slate.

In contrast, some other programs come with a set of “templates” for various common needs in life which establish a starting point for a new real-world application. Microsoft’s Office and Apple’s iWork suite are two examples of such programs.

So, I propose that Quicken develop and offer templates for Quicken databases. Here are some examples of common real-world applications that could be templates:

  • Church.
  • Sports Team.
  • Club. 
  • Estate Settlement. 

Each template would come with:

  • Example income Accounts (5-10)
  • Example expense Accounts (5-10), including group member accounts (5-10).
  • Example transactions (25-50).
  • Example cash report, based on example transactions. 
  • Example net worth report, based on example transactions. 

I would believe such a set of templates would increase the usage of Quicken and possibly increase sales.

However, Quicken management may view such a development effort solely as a cost. In that case, it may work to challenge the existing Quicken customer base to develop the templates and operate the process as a contest.

0 votes

Reviewed · Last Updated


  • Quicken Kristina
    Quicken Kristina Moderator mod

    Hello @jimgrant,

    Thank you for taking the time to visit the Community and post your Idea request.

    Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. This way other users who have the same or a similar request can vote on your idea by clicking the up arrow (see example below).

    Please be sure to add your own vote as well.

    Thank you.

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.