Ability to copy/paste transactions and import data from .CSV [Edited]

GWD

quicken mac needs to have

lending loans - complete amortization and billing like windows has

copy & paste transactions

importing from csv file similar to Quickbooks. ( Provide templates)
would be great for updating inventories and 3rd party vendor accounts

Quicken Kristina

Hello @GWD,

Thank you for coming to the Community to share your feedback!

Great news! Lending loans is a feature which has already been requested and is currently in Planned status!

https://community.quicken.com/discussion/7847880/loan-making-capability-and-tracking-lender-loans-in-q-mac-3-merged-votes

Could you clarify what you mean by copy/paste transactions? Where are you wanting to see that feature added (within the same register, between 2 registers, someplace else, etc)?

I look forward to your reply!

jacobs

@GWD You can basically do copy and paste in Quicken Mac now: click on a transaction, duplicate it (Command-D), and if you wanted to "paste" it in another account, just drag the duplicated transaction to the other account in the left sidebar. It's just as easy as copy-and-paste.

As Kristina replied, lender loans is a forthcoming feature according to the developers. We don't know when it will arrive, but we do know they've committed to adding this feature.

Importing CSV files seems unlikely to happen, because CSV isn't structured and can result in users significantly messing up their data files. The reason they use OFX (QFX) is that it's a structured language for transactions that insures that data flows into the correct fields in every transaction. As for "updating inventories", well Quicken has no inventory management capabilities.

Two outta three ain't bad? 😂