Suggestions for improving bills & income, add credit score, UI improvements, etc. [Edited]
Seems the best place to post this…
I have been a Quicken user maybe 18 years. Most of that has been Windows. Now about a year of Mac. Although there are MANY things I prefer in Windows, there are some in Mac I prefer as well (stability!) and likely this year I shall use Mac only. Especially if Online Bills is fixed as that is one way I use Windows to keep Mac honest.
I had a sizable list of things from Windows I would like to see in Mac. I have pared it down :-) These are things I think would benefit Mac. I will not start a topic for each, but feel free to. I am throwing this out there to see if others would like to see the same or similar.
- I would like to see Bills and Income on the same tab. I often forget to enter income as I do not go too that tab often.
- There needs to be a SIGNIFICANT Visual Indication of a new bill arriving. How do you tell now?
- I would like to see a separate tab for Investing rather than have to click Investing in the sidebar to bring up portfolios.
- FICO score that would be updated monthly would be a nice touch. Not mission critical of course. Should be last on my last.
- I think all know the budget is impossible to figure out much less use.
- Payees do not seem to be learned. My best example is I shop weekly at Roche Bros. Most times, the transaction comes in that way. 20% of the time or so it comes in as simple "Bros" requiring correction.
- I'd like to see a ONE click transaction review new transactions rather than two clicks.
- I see no way to update a single account without updating all.
- I'd like to set my choice and size of columns for any account type and have ALL of type use that setting.
- I no longer see any pdfs for Billers statements
- Is there a DSTART for Mac? Was useful in Windows. Is it needed in Mac?
- There are many missing and broken billers. Both platforms. We all know that. I think a fire needs to be built under the new billing provider.
- I'd like to see, for example in checking, today's balance and online balance side by side upper right rather than clicking or hovering the "I".
And there ya have it.
Comments
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Hello @Bob.,
Thank you for coming to the Community to share your feedback! It is typically more effective to do separate Idea posts for each request.
There is an existing Idea that is similar to what you're asking for with columns:
Your feedback on the budget feature didn't have many details. There are plenty of ideas asking for improvements to the budget though. If you haven't already done so, please take a look and add your vote and a comment to any you'd like to see added in the future:
I hope this helps!
Quicken Kristina
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Thanks @Quicken Kristina In terms of budget, looked at all it it seems that is for folks already having it working :) I can't even get is started to be productive, hence a "catch all" for somewhat major improvement.
Column link helpful. Upvoted.Just not time to make the next separate topis. I think all are viable suggestions though. You might comment on some such as is there a need for DSTART in Mac? Saved my bacon in Windows several times.
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Thank you for your reply,
Quicken for Mac shouldn't need a DSTART function. Typically, if transactions are going missing, they're inappropriately matching with something already in the register, or it's a known issue with that financial institution (in which case, there would usually be a Community Alert for the issue). If you do encounter an issue with missing transactions, this article on troubleshooting missing transactions/transactions not downloading is a good place to start:
Thank you!
Quicken Kristina
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@Bob. If you don't separate out the features you want into separate Idea topics, this mish-mash Idea won't go anywhere. It's just not clear to fellow Mac users what exactly they'd be voting for in upvoting your Idea, so it's unlikely to get the votes required to be sent on to the developers. And if the developers do get it, it's not clear which of the many different things they'd be evaluating and deciding whether to accept onto their schedule.
I'm not saying this to criticize; I'm suggesting how you can have a better path to potentially seeing some of these things implemented. 😉
Quicken Mac Subscription • Quicken user since 19930 -
I had a sizable list of things from Windows I would like to see in Mac. I have pared it down :-) These are things I think would benefit Mac. I will not start a topic for each, but feel free to. I am throwing this out there to see if others would like to see the same or similar.
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