Product Suggestions for Windows

As a long-time user of Quicken (15+ years), a few suggestions:


1. Allow us to designate a lot-sale method for each specific investment account. For example, from a 401(k) account, we should be allowed to pre-designate that all stock sales should be for “maximum gain.” Having to choose, lot by lot, sale by sale, the method of sale is repetitive and unnecessary.


2. At some time, Quicken stopped remembering new payees or changes to existing payees. Is this a database/list capacity issue? Why does Quicken no longer remember newly added payees?


3. Can Quicken be set to automatically record income, e.g., a monthly, repeating, expected dividend check from the same payor on the same date? While the program can do so for bills to be paid, I have not found any ability to do the same for income.
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  • Rocket J SquirrelRocket J Squirrel SuperUser ✭✭✭✭✭
    edited January 25
    2. Edit > Preferences > Data entry and Quickfill > Automatically memorize new payees

    3. Tools > Manage Bill & Income Reminders. The resulting dialog allows adding income reminders. Is this not what you're asking for?
    Quicken user since version 2 for DOS.
    Now using QWin Premier subscription version on Win7 Pro x64.
  • splashersplasher SuperUser ✭✭✭✭✭
    edited January 23

    2. Edit > Preferences > Data entry and Quickfill > Automatically memorize new payees

    3. Tools > Manage Bill & Income Reminders. The resulting dialog allows adding income reminders. Is this not what you're asking for?

    Here is a picture for #2:

                              image
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited January 26
    1. Has been proposed many times.

    2. Go to Edit > Preferences > Data entry and Quickfill and select Complete fields using previous entries and Recall memorized payees to enable detection of memorized payees.

    Select Automatically memorize new payees if you want it to automatically add new payees to the Memorized Payee list. If this is not selected, you can add them by right-clicking a payee and selecting Memorize payee.

    3. Yes, in recent versions of Quicken you can set this up like any reminder: go to Tools > Manage Bill & Income reminders or on the Bills & Income tab, click Manage Manual bills and Income.

    Pick Add, Income reminder. In From, enter the name of the security and click Next. On the next screen, enter the date, Amount, Account, Income type, security, and other details. This only works for cash-type investing transactions like dividends, interest, deposits, etc.
    -- Jim QWin Premier subscription
  • DAWDAW Member
    edited January 25

    2. Edit > Preferences > Data entry and Quickfill > Automatically memorize new payees

    3. Tools > Manage Bill & Income Reminders. The resulting dialog allows adding income reminders. Is this not what you're asking for?

    Thank you re: #2.  Re: #3, this approach does not work for an Investment Account to record, for instance, Return of Capital on a security, nor to then automatically transfer that capital received to another account.
  • DAWDAW Member
    edited January 25
    Re: #3, this approach does not work for an Investment Account to record, for instance, Return of Capital on a security, nor to then automatically transfer that capital received to another account.
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited January 26
    For reminders of more complex investing transactions, take a look at memorized transaction groups
    -- Jim QWin Premier subscription
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