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I would also like to be able to sort rules, but for a different purpose. My understanding is that rules are processed top to bottom, with the first rule that meets the criteria being the one that gets applied to the transaction.

So, that means that you want more specific rules to appear first. But it's annoying to have to keep editing transactions to get them to appear first.

It would be nice to be able to reorder rules easily so they appear in the logical order that you want them to, with the more specific rules appearing first.

There is zero privacy with AI services. They remember everything you tell them and there is no expectation that it won't be shared. Every time I ask an AI service a medical question, pop ups come up saying "do not share personally identifying information" besides the "_x_ is not a doctor" (meaning no medical privacy laws apply). Heck, AI learned how to code by reading other people's private code (for example, microsoft's reason for owning github is so that it could use public and private code stored there to train it's copilot tool).

Recently, Google even announced that their Web-Based-AI-search-assistant will even have read all your e-mail and be very familiar with who you are from that. I'm sure Microsoft's tool is already trained on hotmail/outlook mail.

I also don't want an AI service making transfers between accounts for me. I have a tool like this so that -i- can see my financial picture. So I can make better decisions.

Why not ask for MCP access directly from your banks? You'd probably get more access and tools from them if they would actually let you do that.

EDIT: Also, AI tools work in their own self-interest, and may make decisions you don't want them to. As sure as AI can write bad code, AI with access to your banking could bankrupt you.

They apparently modified ChatGPT so it will not give medical, FINANCIAL, or legal advice. I expect other models (Grok, Gemini) will follow.

Before we get an MCP Server, I'd love to get a basic API so I could connect Power BI (or any BI reporting tool) directly to the quicken data and refresh it on a schedule.

In the accounts section it defaults to expanding all of my accounts. It would be nice to be able to adjust the default to have all of my accounts minimized. Seeing the overall balances of banking, investments, Assets, and Liabilities is all I need a majority of the time.