u/QuickenLisa

Hey Simplifi community,

I have an exciting update for our mobile users! We've brought back the ability to create Rules within downloaded transactions in the Simplifi Mobile App.

I know this was sorely missed after the removal, so hopefully this will significantly help your workflows in the app. The content team is working to update the Using Transaction Rules on the Mobile App FAQ, but I wanted to share the news here first!

Thanks for your patience and to those who shared feedback.

Hello community! We wanted to share a preview of a few highly requested features planned for the upcoming R68 Release for Quicken Classic for Windows:

Rearrange Register Columns – You'll be able to customize the order of columns in Checking, Savings, Credit Card, and Cash account registers. Your layout will also persist after closing Quicken!

Subscription Tracker – Recently mentioned in our Upcoming improvements for Quicken Classic Reddit post, this new feature will live under Bills & Income and help scan and track recurring subscriptions. You'll be able to mark when subscriptions are in a trial period and set a trial end date as a reminder to cancel if needed. This feature will roll out in multiple phases.

Qualified Dividend Tracking & Reporting – You'll be able to label Qualified Dividend transactions and identify them in investment reports. Supported reports will include:

• Schedule B-Interest and Dividends
• Tax Schedule
• Tax Summary

Hopefully, this is exciting news for Windows users! Questions are always welcome, although we may not have specifics until release. We're doing everything possible to include these features in the R68 release, though development timelines can change if additional work or testing is needed.

When your Quicken version is updated to R68 in the coming weeks, look out for a message with more details on these improvements and any bug fixes. You can also view the Quicken Windows Release Notes, which will contain details on R68 once it's live!

I also want to thank everyone who continues to share feedback, vote on ideas, and patiently wait for features that haven't yet made it into a release! We know there are plenty of requests still on the list, and your suggestions help us understand what's most important.

If there's a feature you're still hoping to see, visit our Quicken Community Idea page to submit suggestions and vote on existing requests. Those votes help the product team understand what customers would like to see next.

Let us know if you'd like to see more updates like this in the future. Thanks again, everyone!

I have been downloading the csv file each week then converting to a qif to track expenses which I don’t do w any other card. Not sustainable if running a business or if you have a lot of expenses. I was almost at the end of my rope. It was Doable but painful.
this now brings bilt in line w the basics of the all the other companies.

Hello Quicken Classic Redditors! I have an exciting announcement from the Quicken Classic development teams about upcoming improvements on the roadmap for Quicken Windows and Mac users.

In Q3 and Q4 of FY26, our teams will continue addressing high-priority customer requests. Our goal is to improve the user experience by introducing new features and enhancing existing functionality across Quicken. You can learn more below!

Quicken for Windows:

We're working on improving Retail Purchase Categorization, or how Quicken handles online purchases. Starting with Amazon, instead of grouping everything under "Shopping," the aim is to categorize purchases by the actual items, which helps provide a more accurate view of spending.

We're building a "Bill Scout" feature to help you easily identify recurring payments, track them as Bills or Subscriptions, and stay on top of automatic payments.

A new Subscription Tracker dashboard is underway to provide a consolidated view of your subscriptions—helping you understand how much you're spending across categories on recurring services.

In addition to new features, the focus is also on:

• Improvements to investment registers.
• Better overall application performance.
• Enhanced data reliability across web and mobile companion apps.
• Addressing customer-requested enhancements and usability improvements.

Quicken for Mac:

We'll continue enhancing Investments in Quicken Mac by expanding on the initial reports released last December, adding more reports to help customers easily analyze portfolio performance. We'll also introduce support for tracking commodities such as gold, silver, and crypto, as well as automated handling of stock splits.

The Register is the most-used feature in Quicken Mac, and we'll make it more customizable, so it better reflects each customer's view of their finances. Enhancements include setting a custom color for rows in account registers, creating custom account groups in the sidebar, and adjusting the sidebar font size.

Adding graphs to Quicken reports will help users quickly understand their finances by making patterns, trends, and comparisons easy to see at a glance. Instead of scanning raw numbers, users will visually identify spending spikes, track income over time, and compare categories or periods, enabling better, faster decision-making. Graphs also make reports more intuitive, engaging, and easier to share with others.

We'll continue enhancing Quicken Mac Business & Personal with new features like Recurring Invoices, Sales Receipts, and Credit Memos, while also improving business reports and simplifying data import from other products.

Submitting new feature requests:

If you want to see a new (or more robust) feature not listed above, you can share with our development team directly in the Quicken Community. The Community uses a voting system for new feature requests and enhancements.

If you don't see your suggestion posted, you can create an Idea for others to vote on! You'll need a Community login to vote, comment, and create new Ideas.

To create an Idea: Visit the Product Ideas page in the Community and click your product. Then click "New Idea" in the upper right to create your post. If you share a link to your Idea in the comments, I'll cast a vote for it!

Bug and issue tracking:

The above list does not include bugs or known banking issues; our escalation team handles those separately! While addressing known issues, we'll provide updates in the Quicken Community Alerts page as they become available. If you're experiencing an issue not listed in the Community, you're welcome to contact Quicken support or send me a DM to report it.

We appreciate your support as we continue to develop and improve our products. Let us know if you have any questions!