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Merged: Allow the ability to tie Saving Goals to SoFi vaults

Closed scribblerjane 11 views 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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Ability to run Reports by Subcategory (edited)

Active Gerry C 1K views 51 comments 101 points Most recent by RobWilk November 2025Feature Requests
Merged: Compare Sub Categories Over Time

Closed taque 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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North Dakota 529 Aggregator Link (edited)

Active jmyers98 11 views 0 comments 1 point Started by jmyers98 November 2025 Report Missing Financial Institution or Biller
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Ability to attach files to Savings Goals (edited)

Active Jessica A 22 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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Savings Goals: add Notes

Active BlackNumberOne 76 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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Add the 'Edit Series' option to the three dot menu of reminders (edited)

DryHeat 74 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

Active Max1223 52 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
Merged: 1098-T Tuition Statement Tax Form

Closed bethimusprime 1 view 0 comments 1 point Started by bethimusprime November 2025 Feature Requests
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Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

Active RobWilk 31 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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Add a scroll bar to the top of the Income & Expense Report (edited)

nrp06 57 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

Active DryHeat 146 views 16 comments 7 points Most recent by RobWilk November 2025Feature Requests
Merged: United Wholesale Mortgage Servicing

Closed blazyt 1 view 0 comments 1 point Started by blazyt November 2025 Report Missing Financial Institution or Biller
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Ability to Reopen Closed Accounts (edited)

Active SZR 1K views 26 comments 66 points Most recent by J_M_F November 2025Feature Requests
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Ability to apply multiple Transaction Rules to transactions (edited)

Active xt741258 65 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
Merged: Over time breakdown by subcategory

Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
Merged: Ability to create rules based on multiple keys

Closed ferrulli 1 view 0 comments 1 point Started by ferrulli November 2025 Feature Requests
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Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

Active bcrossman 33 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
Merged: Alight Nightwing

Closed michaeljcampbell 1 view 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution or Biller
Merged: Alight RTX

Closed michaeljcampbell 1 view 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution or Biller
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Kades Margolis

Active Jason Csanyi 1 view 0 comments 1 point Started by Jason Csanyi November 2025 Report Missing Financial Institution or Biller
17

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Questrade Brokerage - Canada

Active bytingbitnoodles 349 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
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QBP: Add a 'Date' field to items on Invoices (edited)

Active JMWDBA 25 views 2 comments 6 points Most recent by PGLConsultant November 2025Feature Requests
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Add Projected Cash Flow to the headers in the Accounts List (edited)

Active RobWilk 11 views 0 comments 3 points Started by RobWilk November 2025 Feature Requests
1

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Add Tax Form 4684

Active gpolkga 1 view 0 comments 1 point Started by gpolkga November 2025 Feature Requests
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Bill Connect: Microsoft Office 365 (OneDrive)

Active TiggerTrainer 1 view 0 comments 1 point Started by TiggerTrainer November 2025 Report Missing Financial Institution or Biller
Merged: Bill Connect: AT&T

Closed TiggerTrainer 21 views 0 comments 3 points Most recent by SRC54 November 2025Report Missing Financial Institution or Biller
Merged: Hide Net Worth and Related Fields

Closed jak339 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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Mobile App: Projected Cash Flow projections should be grouped by day (edited)

Active RobWilk 12 views 1 comment 3 points Most recent by Jenny T November 2025Feature Requests
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Bill Connect: Denver Water

Active TiggerTrainer 11 views 0 comments 2 points Started by TiggerTrainer November 2025 Report Missing Financial Institution or Biller