Account Minimum Balance (Q Mac)

Shaun World
Shaun World Member ✭✭
edited January 3 in Manage Accounts and Transactions

Banks regularly require minimum account balances be maintained.
I seem to recall having this on Quicken for Windows
(flame suit on in case my old brain is fried…. hmmm maybe too late for flame suit)

This may not be a new idea, it would certainly be very helpful.
A line on a chart would be an excellent further development of the "idea".

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Already Offered · Last Updated

This functionality is already in the current version of Quicken for Mac. Please see jacobs' post below for more information.

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @Shaun World The functionality you're seeking currently exists on the recently-added Balances tab for each account. Above the chart on the left, click the "Additional Chart Lines" button:

    Screenshot 2025-11-29 at 5.25.37 PM.png

    This opens a small window where you can set a line with any label and amount. There's a quick-click button for credit card accounts to show a Credit Limit line, since Quicken already knows that value from the Settings for the account. For other accounts, such as checking, you can set and label a line however you want. For instance:

    Screenshot 2025-11-29 at 5.24.42 PM.png

    The result will be a line in the color you select, with the label you selected:

    Screenshot 2025-11-29 at 5.28.38 PM.png
    Quicken Mac Subscription • Quicken user since 1993

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