Feature Requests: Bulk Actions & Reporting

ah2800
ah2800 Member
edited May 28 in Feedback

I use the Classic version of Personal & Business and have the following feature requests:

BULK ACTIONS

  • Add a client to transactions. Use Case: I run a media firm, so we have to go in on dozens sometimes hundreds of transactions and manually add the client to get profitability.
  • Split transaction based on a set percentage among different categories. Use Case: For any auto expense, I need to categorize them as 75% business auto, 25% personal auto. A similar approach could be taken to account for home office deduction. Generally, trying to bridge the gap with the tax code and accounting software so there is better real-time planning instead of manual calculations at the end of the month/quarter/year.
    • This can also be considered for Rules so this would happen automatically.

REPORTING

  • Why does Client Payment not show up as Business Income on reports? It makes everything harder to analyze. 
  • Profitability by Client. Both in Business > Clients and within the Reports. It’s helpful to see in the Client Details > Overview, but those figures are hard to find in a whole business dashboard
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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @ah2800, thanks for sharing your feedback!

    If you're using Quicken Classic, you're posting in the wrong Community. This is the Quicken Simplifi Community. The Quicken Classic Community can be found here: https://community.quicken.com/

    I hope this helps get you pointed in the right direction!

    -Coach Natalie