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Share Your Feedback on Quicken Mac

Quicken Victoria

We’d Love to Talk With You About Quicken Mac!

Hello!

My name is Victoria and I am a product manager for Quicken Mac. I am looking to connect with you, Quicken Mac customers, to better understand how you use the product, what features are most valuable to you, and what improvements you’d like to see in the future. Your feedback will directly help guide future improvements to Quicken Mac.

If you’re interested in sharing your thoughts, I’ll schedule a short one-on-one Zoom meeting at a time that works for you. Please reply here or send me a direct message if you’d like to participate.

I look forward to hearing from you!

Victoria Dolginsky

Product Manager, Quicken Mac

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Comments

jacobs

Hey, Quicken Mac users! Many of us like to complain, suggest, plead and beg the developers to add functionality we consider desirable/important/essential. Some users complain the developers don't listen to users; others are just frustrated they haven't gotten to the things we consider most important. Well here is a golden chance to share your thoughts/concerns/wishes with the person who has the most direct control over what gets prioritized — Quicken product manager @Quicken Victoria. She's offering YOU an opportunity to have a short Zoom call with you do hear your thoughts, and all you have to do is reach out to her to say you'd like to chat. It doesn't matter if it's something you've read is "Planned" or something that's been mentioned in a hundred previous posts — this is chance for you to talk with the master planner for Quicken Mac about what you'd most like to see changed/improved/added!

To make contact with Victoria to set up a call, here's an easy link you can click to send her a private direct message.

I've had the opportunity to speak with Victoria in the past and to share my rather extensive wishlist for the future of Quicken Mac. But she doesn't want to just hear just from extremely longtime, outspoken people like me — she truly wants to hear from more Quicken Mac users. Don't miss this chance to provide your feedback and input. I encourage fellow Quicken Mac users to take advantage of this invitation to communicate your thoughts and wishes for Quicken Mac development.

lindycorp

@jacobs when I click your "easy link" above I get a "you don't have permission to do that" message. @Quicken Victoria I don't need to set up a Zoom with you —- just get a basic graph functionality within quicken for Mac. The requests in this forum for same go back years. What users clearly want, and if you have people monitoring this forum you will see, is the ability to take a report and turn it into a bar/line graph. This is a very basic feature that was included in the win-doze version of Quicken since FOREVER AGO! Yes people have different preferences, just provide the basic feature above and you'll have satisfied 75% of them. Having said that, I've been using Quicken for decades and would welcome a Zoom call if you feel it's needed, although one of my mantras is any meeting that could have been an email was a waste of time. 😎

Chris_QPW

Note that to be able to send a direct message you have to have enough points on this forum so not everyone can send one.

jacobs

What users clearly want, and if you have people monitoring this forum you will see, is the ability to take a report and turn it into a bar/line graph. This is a very basic feature that was included in the win-doze version of Quicken since FOREVER AGO! Yes people have different preferences, just provide the basic feature above and you'll have satisfied 75% of them.

@lindycorp I'll respectfully disagree. Not that people would like graphing functionality, because they do. But that this is what "users clearly want" and that providing it would satisfy 75% of them. While I understand that this is your top, #1 priority, for me it wouldn't be in my top 10. We all hope/wish for different things which would make Quicken Mac more useful and complete for us. A budget-vs-actual report seems like a basic feature which many people want. Saved customized investment reports does as well. As does the ability to record a basic corporate acquisition/merger/divestment while maintaining proper basis values. Find and replace that works on transactions with splits seems pretty basic and is important to many users. A way to properly record taxable IRA/401k withdrawals/RMDs is a pretty basic need for many users of a certain age. Many former Quicken Windows users clamor for Lifetime Planner, Tax Planner, and Savings Goals features which have long been in the Windows version. And the list goes on and on…

My point is that it is just not obvious which one or two or five features are most in demand by Quicken Mac users. There are hundreds of feature requests in this forum, some of which go back nearly a decade — but which of those are still in high demand and which have fallen to lower priorities today versus a decade ago?These are the types of questions the product manager has to sift through, and why she is actively seeking input from a wide array of Quicken users.

(And even though you feel a graphic feature requires merely a post or email, if I were assigned to build graphic functionality in Quicken Mac, I would have dozens of questions about the details of functionality users want, and would welcome the opportunity to talk to a few users to understand what they expect to be able to graph.)

David Stempnakowski

For me, I'd like to see improved stability in the linked accounts. Meaning, at least once a week I have to go through and reconnect either my USAA, Service CU, or Edward Jones account because an account number or name has changed. They haven't. They've been exactly the same for fourteen years. And when I go through the process of reconnecting them, Quicken correctly guesses the matching account. It has become extremely annoying and I don't remember having this problem a few years ago.

If they banks change something, or if there is a change to the system used to download and match transactions, I can understand that I may have to re-login to the bank account and link the accounts again. I don't believe that happens on a weekly basis so this seems to be some other issue within Quicken or the Connect service.

lindycorp

@jacobs I'd like to see 10 other things as well, but your continued explanations for why Q doesn't introduce graphs is just gaslighting dude. Is Victoria even a real user? Email me or message back @Quicken Victoria — free input from a multi-decades Quicken user and multi-year Quicken Mac user who was a product manager for an EMR for 10 years and still works in the industry. Your call. Look forward to connecting! 😎 Like David Crosby said, "it's worth every cent it costs, and you know it's free."

jacobs

@lindycorp I'm not sure how you think I'm gaslighting you when I have agreed with you that graphing is functionality many users have requested while also noting that there are lots of other feature requests competing for the developers' time. I just did a quick review of all the Idea categories in the forum, and by my tally, graphing functionality currently ranks 20th out of the hundreds of Ideas requests. Again, I'm in no way suggesting graphing isn't important to many users; I was only pointing out to you that it's not the slam-dunk, obvious top feature request from the user community.

Is Victoria even a real user?

Yes! I wrote above that I have spoken with her. (So who's gaslighting whom now? 😂) Seriously, yes, she is the Quicken Mac product manager. And the reason I posted in this thread below her initial post was to encourage fellow Quicken Mac users to take advantage of her invitation to set up short calls with users to hear their opinions about what Quicken Mac needs. Since you've now posted your reply that you'd be willing to chat with her, great. The ball's now in her court to reach out to you.

newcastlelinda

I would love to talk to you Victoria. Please schedule a call with me.

Ben B.

Hi Victoria, I'd be happy to share my feedback. Please reach out to schedule. Thank you.

Bill Chip Smith

Hi Victoria , I'd interested in sharing my feedback. Thanks.

xriley75

Victoria, I appreciate you reaching out directly to customers.

To be candid, my immediate issue is that several major accounts I rely on either no longer connect or were never supported — Marcus, Empower, Apple Card, Apple Savings, and OnePay. These aren’t fringe institutions. When those feeds fail, I end up manually importing, reconciling, or transforming CSV files just to keep records accurate. That shifts Quicken from being a productivity tool to a maintenance burden.

I work in banking software and have direct experience integrating with Plaid and Finicity, so I understand aggregation dependencies and bank-side control. However, competitors are successfully connecting to these institutions using modern third-party aggregation networks (Plaid, Finicity, MX). That suggests this is not purely a “bank access” issue, but potentially a difference in aggregation strategy or partnership coverage.

From a product perspective, the most valuable aspect of Quicken Mac is long-term financial continuity — historical data integrity, investment depth, and serving as a reliable system of record. The strategic risk I see is not UI polish — it’s connectivity durability.

If legacy Direct Connect / OFX pathways are being deprecated, it may be time to consider a multi-aggregator or fallback model rather than relying primarily on a single connectivity pathway. A more resilient aggregation architecture would increase coverage and reduce customer friction as institutions evolve.

Additionally, CSV import on Mac remains rigid. Many banks now only provide generic CSV exports. Without flexible field mapping, manual import becomes disproportionately time-consuming for power users.

If I had to prioritize future investment:

Clear support status and roadmap transparency for major modern institutions
Broader aggregation coverage / fallback third-party integration
Modernized CSV import with flexible mapping
Ongoing investment in maintaining Quicken as a durable system of record

These areas would materially increase long-term confidence in the platform.

Happy to discuss further if helpful.

rbw111

Spot prices for Gold & Silver should be available for Quicken Mac…I'm told it works for Quicken Windows. With Gold prices being over $4700 and Silver over $70 ounce today it effects our Net Worth Reports greatly. I'm having to build a spreadsheet to see my actual net worth.