Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
e.g. to cash, checking, savings accounts
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not much else to say...self-explanatory, I think.
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(Canadian Q user since '92, STILL using QM2007)
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Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
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Comments
There's no way to link an existing checking/cash account to a brokerage account ... as the impact of the "Show cash in a checking account" option is to remove all cash transactions from the brokerage acct and move them to the LCA.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Allow linking Brokerage Accounts with Brokerage Cash (Checking) accounts. Clearly you have had hundreds of requests for this over the years. You already do it in QW2016. This is a broad based feature request. You already have the logic in QW so please please add. I want to be able to tell my TD Ameritrade Brokerage account that I have a linked cash account. I worked beautifully in QW.
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types and Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I agree. I just converted from QW. I am now frustrated!
Note: This conversation was created from a reply on: Allow linking Brokerage Accounts with Brokerage Cash (checking) accounts.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
balance in a linked cash account. Quicken for Windows did that
automatically; QM requires manual transfers from the brokerage account
to the cash account. A huge pain.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
direct download to Quicken. It was linked when I had QW2014. When I
converted to QM2017, the Quicken started downloading only to the
investment account and not the checking account; so there was a
remaining cash balance in that account. The investment account had a
zero balance before the transfer because any cash transactions went to
the checking account. I merely had to transfer the balance in the
checking account to the investment account and the transaction register now correctly tracks
cash and the checking account has a zero balance and is not used. It
took me a few months to figure this out, having linked accounts in
QM2017 would have saved me a bunch of time.
Your VOTE matters!
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Yes, thank you - I'm aware of that. If it were an account I didn't use a lot, that would be an option. However, as this is my primary account, where most of my activity takes place, it is an unworkable solution long-term. If I knew this was something they were going to address in say, the next 6 months or so, I might go forward with something like that. But since they understandably cannot commit to development targets, I am a bit reluctant to put off simply going back to QWin.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Thanks!