Enhancements for Savings Goals

MarthaW

Enhancement Requests for Saving Goals Accounts

1. When the user exits the Quicken program, retain the last sort method chosen by the user on the Planning-Saving Goals screen. Upon restarting of the Quicken program, when the user returns to the Planning-Saving Goals screen, display the goal accounts in the sort method last used rather than in a default sort method.
2. After a goal is edited on the Planning-Saving Goals-Edit Savings Goal screen, return the user back to that goal in the list on the Planning-Saving Goals screen, rather than to the top of the page.
3. On the Planning-Saving Goals screen, add a check box or button the user can click on to add a reminder for the monthly contribution to meet the goal. The check box or button should include a companion field in which the user can enter the date on which the reminder should be added
4. On the Planning-Saving Goals-Edit Saving Goal screen, allow the user to edit the goal/account name.
5. For Savings Goals, add a report that allows the user to include any of the data elements related to goal accounts from both the account details and the planning details, e.g., account name, description, current balance, goal amount, finish date, monthly contribution to meet the goal. User should be able to customize the report and export the report into a different format, e.g., Excel, CSV file.

MarthaW

This should be under ideas for Quicken for Windows Classic rather than Mac. I thought I was putting it under Windows. Now I don't see a way to move it or to delete it from the Mac list. So, there you have a couple of enhancements for your ideas submissions page!

NotACPA

I've flagged the Mods to move this thread to a QWin forum.