Reviewed

Discussion List

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  1

  Up
  enhanced scheduled transaction groups [Edited]

  Reviewed bxsnipe 55 views 5 comments 1 point Most recent by Chris_QPW March 2025Product Enhancements
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  1

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  Sub Category of Category List and Non-Profits

  Reviewed Oompii 24 views 2 comments 1 point Most recent by Jim_Harman March 2025Reports
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  Drag and Drop

  Reviewed ShihadehS 11 views 0 comments 1 point Most recent by ShihadehS March 2025Using Quicken LifeHub
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  Customer report of credit balances.

  Reviewed RVicker 31 views 1 comment 1 point Most recent by UKR March 2025Product Enhancements
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  2

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  How about an option to reclassify asset class for stocks/investments in bulk? Or by account?

  Reviewed Larry Woodbridge 22 views 1 comment 2 points Most recent by Chris_QPW March 2025Investments
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  Fix Current Budget Report Heading Error

  Reviewed Stephen Kimmel 21 views 0 comments 1 point Most recent by Stephen Kimmel March 2025Budget and Planning Tools
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  3

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  Printing Statements with over 500 customers in the history

  Reviewed RVicker 21 views 0 comments 3 points Most recent by RVicker March 2025Reports
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  2

  Up
  Invoice Defaults should allow the setting of layout and tag by each receivable account.

  Reviewed RVicker 21 views 0 comments 2 points Most recent by RVicker March 2025Product Enhancements
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  1

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  Inconsistent details and a Stop Loss alert

  Reviewed CTYankee7 21 views 0 comments 1 point Most recent by CTYankee7 March 2025Investments
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  4

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  IRA Transfers and Dividends Qualified vs. Unqualified

  Reviewed Howard1 99 views 9 comments 4 points Most recent by Boatnmaniac March 2025Investments
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  4

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  Vendor Invoices

  Reviewed KenLeigh 53 views 2 comments 4 points Most recent by UKR March 2025Rental Property and Business Tools
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  1

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  Hide "Separate Accounts" in Account List Sidebar

  Reviewed temco_rep 83 views 4 comments 1 point Most recent by UKR March 2025Manage Accounts and Transactions
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  1

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  401(k) in paycheck deposit: the rare exception is pre-selected default

  Reviewed HE 22 views 0 comments 1 point Most recent by HE March 2025Paying Bills, Online Billers & Reminders
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  Update Recurring Payments on Download

  Reviewed wjk406 32 views 0 comments 1 point Most recent by wjk406 March 2025Manage Accounts and Transactions
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  2 Factor Authentication Quicken for Windows File

  Reviewed sjmsing 32 views 0 comments 1 point Most recent by sjmsing March 2025Login and Passwords
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  1

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  Investment Market Value Change Report

  Reviewed isonclubikin 23 views 2 comments 1 point Most recent by isonclubikin March 2025Reports
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  Track Transactions by Payment Processing Platform

  Reviewed Cooper's Dad 68 views 3 comments 1 point Most recent by Cooper's Dad March 2025Manage Accounts and Transactions
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  5

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  Business & Personal for Mac - Invoicing Issues and Ideas

  Reviewed ac512 258 views 4 comments 5 points Most recent by jeremycrandell March 2025Product Enhancements
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  1

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  Have Spending by Tag report display the total profit/loss associated with a tag [Edited]

  Reviewed wyndham.sellers 11 views 0 comments 1 point Most recent by wyndham.sellers March 2025Reports
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  3

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  Planning - Savings Goals

  Reviewed Earthquick 23 views 0 comments 3 points Most recent by Earthquick March 2025Budget and Planning Tools
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  3

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  Networth Report - Exclude Unrealized Gains

  Reviewed ramesh.baanu 24 views 2 comments 3 points Most recent by jacobs March 2025Reports
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  1

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  Linking Multiple Items

  Reviewed alaneisen 14 views 0 comments 1 point Most recent by alaneisen March 2025Ideas for Quicken LifeHub
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  2

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  Make Tags hierarchical to help with tracking Option Trading, among other uses

  Reviewed System 33 views 2 comments 2 points Most recent by Quicken Kristina March 2025Investments
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  2

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  Option to include future reminder transactions in Budget reports

  Reviewed brockmari 42 views 1 comment 2 points Most recent by UKR March 2025Budget and Planning Tools
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  3

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  Validate addresses

  Reviewed BillG2 12 views 0 comments 3 points Most recent by BillG2 March 2025Ideas for Quicken LifeHub
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  2

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  Add Pastor as Role or Relation for Contacts

  Reviewed BillG2 12 views 0 comments 2 points Most recent by BillG2 March 2025Ideas for Quicken LifeHub
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  9

  Up
  Portfolio Value - Display Time Periods

  Reviewed Jim McLaughlin 83 views 4 comments 9 points Most recent by Chris_QPW March 2025Display/UI
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  4

  Up
  Dates in the 'Last Payment' column should include year

  Reviewed cmelville42 21 views 0 comments 4 points Most recent by cmelville42 March 2025Paying Bills, Online Billers & Reminders
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  Additional budget transaction details in Annual view of Budget Planner

  Reviewed brockmari 12 views 0 comments 3 points Most recent by brockmari February 2025Budget and Planning Tools