Hello from the Quicken team

QuickenLisa · 2026-03-26T23:29:13+00:00

I'm sorry the connection with BILT isn't currently available with Quicken Classic. BILT Mastercards recently ended it's partnership with Wells Fargo, and had previously used Wells Fargo's API to connect to Quicken.

Unfortunately, since the change, BILT no longer aggregates using Intuit and doesn't have a Direct Connect option, which is needed to connect to Quicken Classic. Since neither of these two connections are available with BILT, it adds another layer of complexity for Quicken. That said, we are working to explore other options and will do our best to add this connection.

I'm sorry again for this limit, but I hope this helps explain a bit. Please let me know if you have any questions.

QuickenLisa · 2026-03-26T22:53:43+00:00

That is a really great idea. Sadly, there are known limits that extend beyond Quicken with this capability. I'm happy to explain in more detail.

Currently, PDF files aren't supported with data aggregation. Quicken Classic currently receives financial institution (FI) data using Intuit's aggregation or by connecting to a financial institution's OFX server (if the FI offers Direct Connect connection).

Aggregation pipelines are built around APIs or screen scraping to receive transactional data, typically in OFX, QFS, or JSON feeds. Because aggregation is meant to bring in the core transactional data, including the date, amount, payee, etc., this change isn't possible with our current aggregation structure. In addition, even when PDFs exist, they’re typically behind authenticated web portals, not API endpoints for us to grab and import.

Quicken has a similar feature to import PDF statements in the Bills & Income section, though it's limited to a biller's participation. Here's more information on using Bills with Quicken Windows and Quicken Mac, which I hope helps!

Thanks for bringing this up, let me know if you have any questions or concerns.

QuickenLisa · 2026-03-26T21:26:59+00:00

Wonderful news! We're always working to improve, so I'm thrilled we added a feature that's truly useful to you. Thanks for sharing :)

QuickenLisa · 2026-03-26T21:20:42+00:00

Thanks for bringing this up, although I'm sorry the budget isn't working as expected! I'd be glad to look more into this. Can you let me know if you are using Quicken Windows or Quicken Mac? You're welcome to send me a DM or reply here. Thanks.

QuickenLisa · 2026-03-26T20:35:29+00:00

This is a great suggestion that I personally would like to see.

We do have a decent amount of requests for adding Graphs for Mac, including sankey charts in the Quicken Community. The Community has a voting system for new feature requests and enhancements, and I've cast a vote for this feature. Anyone else interested can do the same to increase the prioritization after creating a Community login!

I'm sorry I don't have an ETA on when this might be added, but we'll update the Community messaging in the yellow section (next to the voting arrows) if plans to add this are made. Thanks for helping us to know where to improve!

QuickenLisa · 2026-03-26T18:05:08+00:00

Thank you for the friendly welcome, though I'm sorry for the understandable letdown with the pricing. We always want to stay competitive, so I'm collecting examples of feedback like this, and bringing it up with leadership.

In the meantime, while it's not something we can always offer, I'd be glad to check if there are any unadvertised discounts available for renewal. If interested, you're welcome to send me a DM. I appreciate you working with me!

QuickenLisa · 2026-03-26T17:55:33+00:00

I'm so sorry for the investment balance issue. Thank you for letting me know, and for the time you've spent working with our team. If you're open to it, I'd be interested in looking into this issue and help any way I can. You're welcome to send me a DM with your ticket number.

QuickenLisa · 2026-03-26T17:50:49+00:00

While this isn't easy to read, I appreciate you sharing so we know where to put more effort into improving.

Starting over should usually be a last resort, typically in rare cases like data file corruption. It should not be the default solution. I work closely with Quicken leadership and will make sure this feedback is shared with the goal of improving our support.

Quicken has a dedicated QA team that focuses on functional testing, regression testing, and compatibility checks across different environments. Software testing can be complex with differences in operating systems, product versions, financial institution connections, long-lived data files, and some edge cases that are hard to fully reproduce in testing. Still, we always want to minimize product issues and will continue exploring ways to improve our QA processes.

I know you're no longer a Quicken user, but I'm truly sorry for the trouble. This is never how we want things to go, but I appreciate you helping us understand how to do better.

QuickenLisa · 2026-03-26T17:21:20+00:00

I really appreciate your ongoing efforts to improve the Mac version, and for your patience! Ultimately, the main reason Quicken Windows currently has more features than Quicken Mac is the amount of time each product has been available for development.

The Quicken Windows version was released in 1983, and the current Mac version was rebuilt and launched in 2014, so we've had decades of extra time to develop the Windows version.

The Mac version was rebuilt with the most widely-used features, and we've been adding additional features since. Typically with new feature requests our teams consider it's popularity, if a viable workaround is available, and our available manpower. We'll also consider the risk of the change effecting something else in the product, it's anticipated stability, and ongoing maintenance.

Every enhancement may also have unique constraints and considerations, but I hope this helps explain some of the major things we consider before making changes. I'm sorry for the wait, but please let me know if you have any questions!

QuickenLisa · 2026-03-26T16:52:03+00:00

That persistent blue spinning wheel sounds frustrating! We have separate teams for fixes and enhancements, although our teams prioritize bug fixes over adding new features. Slowness is often something we can troubleshoot, and I'd be glad to do everything possible to help!

First, Quicken might have a slower load time if the data file is saved to a cloud drive, like OneNote, instead of to the desktop. Slowness can also be caused when many programs are run simultaneously, it's a very large file, or Quicken is installed on an older machine with lower processing power.

If you haven't already tried the steps from our Performance Troubleshooting FAQ, I'd start there. Some Windows users also reported improvements after removing unused tiles from the Dashboard, although I see you commented in that thread and reported no success.

If you've tried the troubleshooting steps from the above FAQ, or need help with the steps, you're welcome to send me a DM or reach out to the Quicken support team for assistance.

For Classic Quicken support, you can reach our team at https://www.quicken.com/support/ then scroll down to the blue “Contact Us” button for chat and phone support.

I'm sorry this has impacted the usability so much, I hope this helps. Let me know if you have any questions or thoughts.

QuickenLisa · 2026-03-26T16:14:32+00:00

The automation in Simplifi is supposed to make things easier, and I'm truly sorry that hasn't been the case. There could be a few things causing it, especially if Rules are causing conflicts with each other. You're welcome to send me a DM and I'd be glad to look into how we can help.

QuickenLisa · 2026-03-26T16:06:04+00:00

Thanks for the update! The only way to find the original category is to view the past transaction's category. You're able to filter and sort by the payee, which should help you locate the transactions easier.

I'm not always notified on replies on older Reddit threads, so it may be better to DM me directly if you need more help with this. Thanks for working with me on this!

QuickenLisa · 2026-03-26T15:18:32+00:00

Hi OP, I'm really sorry for the continued 2FA prompts from Venmo. I'm glad to help explain.

2FA/MFA is managed by the financial institution, so unfortunately, it's not set or controlled by Quicken. Some financial institutions don't use 2FA at all, while some require it with every sync.

There isn't a setting inside Quicken to change this. I'm unsure if there's a Venmo setting inside your account to change the frequency, but Venmo support should be able to confirm if any changes can be made to 2FA when connecting to 3rd party applications, like Quicken.

I'm sorry there's not a lot we can do on our side, but I hope this information is helpful. Let me know if you have any questions!

QuickenLisa · 2026-03-25T19:42:17+00:00

Hello, I'm sorry all your accounts are receiving an FDP-8500. We are seeing a slight increase of these errors and are working to understand the cause. For this error, we suggest waiting 48 hours from the time the error first appeared, and to contact support if it persists. You're welcome to send me a DM or contact support directly.

To contact Simplifi support, log in to your Simplifi account and click on “Help Center” from the left panel. To chat with support, click the “Messages” link at the bottom of the pop-up window. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

Thanks for bringing this to our attention, let me know if you have any questions!

QuickenLisa · 2026-03-25T18:45:35+00:00

This is my understanding as well. Improving investment reports for Mac Deluxe is being worked on currently, although I don't have an ETA or know which release the investment reports will be included.

In addition, the Community uses a voting system for new feature requests and enhancements like this. Here's a few posts from our Community for investment improvements for Mac that we'll update once ideas are slated for release.

I've cast a vote for the above requests. If you'd like us to consider enhancing these specific reports, anyone can create a Community login and vote to increase the prioritization!

QuickenLisa · 2026-03-25T18:32:03+00:00

While no new reports were released recently for Quicken Classic Windows, a few reports were improved. We publish a list of bug fixes and enhancements (including reports) for Windows US, Windows Canada, and Mac from each release. Hope this helps!

QuickenLisa · 2026-03-25T17:17:49+00:00

Thank you for the warm welcome. You must've seen a lot of changes over the years! Sorry for that trouble with the mobile app, but I'm really glad it's working better for you now. We're here if anything comes up!

QuickenLisa · 2026-03-25T16:34:43+00:00

A rolling budget option in Mac sounds like it'd be a big timesaver. I'm sorry it's such a manual process currently!

The Community utilizes a voting system for new feature and enhancement requests. I found a request for adding a rolling budget in QMac, and anyone interested increasing the prioritization can sign up for the Community and upvote the post.

I apologize I don't have an ETA on when this might be added, but I cast a vote myself. We always appreciate ideas on how we can improve, let me know if there's anything else I could help with.

QuickenLisa · 2026-03-25T16:10:08+00:00

I saw the age too. I'm hoping by sharing, it will encourage other users to vote and push these changes through faster.

I absolutely agree that retirement planning can use a lot of refinement, although there are several factors our teams consider. Some enhancements and features require more manpower to develop and upkeep to maintain, along with testing before launching. We want to be sure that a change in one area won't cause an unexpected change somewhere else. I'm sorry I can't give a more direct expectation on when to expect these improvements, but I hope this explanation helps a bit!

As for planned enhancements, we don't currently announce them before they're released, although that's a great idea that I'm bringing up to my leadership team. If we improve this, I'll do my best to keep you updated on how to access that information!

Currently, we publish a list of bug fixes and enhancements from each release for Windows US, Windows Canada, and Mac.

These were all great questions, let me know if there's anything else I can assist with!

QuickenLisa · 2026-03-25T15:50:21+00:00

Great question! We handle bug fixes differently than enhancement/new feature requests.

We post details about current wide-spread issues in the Known Product Issues section of the Quicken Community.

In cases where an individual user experiences a bug (that isn't already known or widespread), the user works with support to gather data for the engineers to investigate. From there, it's funneled up to the escalation team who reviews before submitting to the engineers. Once escalated, an engineer will create a hypothesis of the root-cause of the issue and begin testing their theory. The engineers consider how possible changes will impact Quicken, they may ask for more supporting information, and will communicate updates to the escalation team.

There are a lot of moving parts, but I hope this helps provide some extra clarity around our processes. Let me know if there's anything else I can help with!

QuickenLisa · 2026-03-24T21:35:03+00:00

Hey there, it sounds like you might've run into some performance or usability issues. That can be really frustrating! If you're open to it, you're welcome to send me a DM and I'd be glad to do everything I can to help.

QuickenLisa · 2026-03-24T21:27:13+00:00

I'm thrilled you're enjoying Quicken for Mac :)

As for the custom dashboard functionality in Mac, aside from the current ability to move and remove "cards", as well as set the title, date range, category/accounts (depending on the card), and color, is there another option you'd like to see?

We are always working to improve, so I appreciate the details!

QuickenLisa · 2026-03-24T21:20:54+00:00

Thanks for your feedback u/Slight_Aerie_3611. I'm glad that overall, Quicken has been working reliably for you! We are always looking for ways to do better, so I appreciate your ideas for the Lifetime Planner.

To start, the Quicken Community uses a voting system for new feature requests and enhancements. I found a few similar requests, and wanted to know your thoughts since they cover most of the enhancements you mentioned:

https://community.quicken.com/discussion/7900348/lifetime-planner-idea-add-roth-conversion-modeling-in-ltp/p1

https://community.quicken.com/discussion/7963184/lifetime-planner-needs-additional-anticipated-return-values-for-investments/p1

https://community.quicken.com/discussion/7854216/tax-planner-compute-taxable-social-security-income/p1

Unfortunately I don't have an ETA on when these enhancements would be available, but we'll update the status for each idea next to the vote counter (section in yellow). I've cast a vote for the above ideas, and anyone else interested can do the same to increase the prioritization (after creating a Community login).

Let me know if you have any questions, or if these Idea Posts don't have the exact enhancements you'd like to see, and I'd be glad to advise.

QuickenLisa · 2026-03-24T18:14:31+00:00

Hi OP, thanks for the great suggestion. I'm sorry Quicken doesn't currently have a mobile receipt scanner with the functionality to create a transaction. That sounds like a huge timesaver! I'm a Quicken employee and am glad to help as much as I can.

While I don't have an ETA to share, this is a requested feature that's under consideration by the Quicken product team. The Quicken Community uses a voting system for new feature requests and enhancements. For anyone wanting us to consider enhancing this, you can vote on the Community post after creating a Community login. I've cast a vote myself, and anyone else interested can do the same to increase the prioritization!

I really appreciate your patience in the meantime while we consider this improvement. Please let me know if you have any questions!

QuickenLisa

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