Features I would like to see added to Quicken/Mac
I have been using Quicken /Mac Premier 2019 for a little while after being a long time Windows user. I will still be using both in parallel for awhile, seeing if there are other things preventing my move to Mac, but so far I am encouraged - Quicken/Mac has come a long way in the last year! I cannot yet go to Mac due to some missing things.
I wanted to suggest a few things to add, if I am correct they are not currently available - these are things that so far I most miss from the Windows version:
1. Allow ROI in the Performance chart to go to hundredths - it only goes to tenths, ie 6.1%, while the Windows version goes to 6.11%. The quote prices go to hundredths, and the shares go to thousandths. It would be nice to have a little more accuracy in ROI. (this may be true of other calculations like IRR too).
2. Allow some user configuring on what screen Quicken/Mac opens to, like Windows. I like to open to the performance screen. I realize if I exit on that screen it will reopen there, but I have to remember to go back to that screen before I exit.
3. Add "Lifetime Gain/Loss", in dollars, to the performance report.
4. Add Income dollars, lifetime, to the performance report.
5. I had customer reports set up in Windows where I was able to filter the data I needed through text entered in the Memo field. Alas, there is no Memo filter in the Mac reports! I can go back ad use Tags to do something similar, but that is requiring me to modify a lot of transactions. I would prefer that customer reports allow filtering by text in Memo field.
6. It would be nice to have some ability to make the Quicken Window text a little more compact - generally it has a lot of white space, and many things either require scrolling or I don't see that many transactions on the screen compared to Windows.
Thanks for considering these!
I wanted to suggest a few things to add, if I am correct they are not currently available - these are things that so far I most miss from the Windows version:
1. Allow ROI in the Performance chart to go to hundredths - it only goes to tenths, ie 6.1%, while the Windows version goes to 6.11%. The quote prices go to hundredths, and the shares go to thousandths. It would be nice to have a little more accuracy in ROI. (this may be true of other calculations like IRR too).
2. Allow some user configuring on what screen Quicken/Mac opens to, like Windows. I like to open to the performance screen. I realize if I exit on that screen it will reopen there, but I have to remember to go back to that screen before I exit.
3. Add "Lifetime Gain/Loss", in dollars, to the performance report.
4. Add Income dollars, lifetime, to the performance report.
5. I had customer reports set up in Windows where I was able to filter the data I needed through text entered in the Memo field. Alas, there is no Memo filter in the Mac reports! I can go back ad use Tags to do something similar, but that is requiring me to modify a lot of transactions. I would prefer that customer reports allow filtering by text in Memo field.
6. It would be nice to have some ability to make the Quicken Window text a little more compact - generally it has a lot of white space, and many things either require scrolling or I don't see that many transactions on the screen compared to Windows.
Thanks for considering these!
1

Comments
For example, although I can see 1,3 and 4 maybe staying together, 2, 5 and 6 would be better off separate.
That said, there is already an IDEA thread for 2. You can add your VOTE to
Set starting location upon opening.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for User Interface Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
For 5, you can filter registers bad on the memo field as long as that field is added as a column. Of course, on reports, that filter does not exist. There is an IDEA thread to have this part of what used to be called Quick Reports in QM2007, which has been partially implemented in "modern" QMac. You can see the list of items still missing from "Quick Reports" listed here. You can add your VOTE to
Bring back Quick Reports.
Likewise, the Transaction Detail report still leaves much to be desired. Again, you can see the request for the Memo Field to be a filter for it here. You can add your VOTE to
Create Useful Category/Transaction Detail Report.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Report Types and the List of Requests for Report Related Features Click on the underlined link, then follow the instructions to add your vote to more related ideas.
Your VOTES matter!
As for 6, I am not sure if the following would address your concern but take a look at the following available since QM2015:
Customizable Register Rows - You can now choose three sizes: Comfortable (default), Cozy or Compact. Go to View > Register Rows to try the new settings and see more rows in your registers.
(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)
(Yes, there are drawbacks, such as not being able to save this filter to repeat the report in the future. But in many cases, this may fill the need you expressed in #5.
And @smayer97 gave you the way to getting more on the screen, your #6. There are actually four compactness settings now; use "Tiny" to get the rows as close together as possible. I find it quite readable, and use it for all my registers.
Also, you can add your VOTE to Ability to Set Default Columns, Sort and Sizes to Account Registers.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for User Interface Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(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)