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Discussion List

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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 32 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 33 views 1 comment 0 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Merged: Missing Synchrony login for their new login experience

  Closed cheriebk 1 view 0 comments 1 point Most recent by cheriebk December 2025Report Missing Financial Institution or Biller
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  QBP: Ability to have more than one Email in a Business (edited)

  Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  QBP: Add an EIN field to Businesses (edited)

  Dick_Davis 13 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  QBP: Make the Industry list in Businesses alphabetical (edited)

  Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  Amortization Schedule for Loans

  Active nicksimard 233 views 6 comments 22 points Most recent by EL1234 December 2025Feature Requests
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 11 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 415 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 421 views 7 comments 25 points Most recent by DryHeat December 2025Feature Requests
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 123 views 6 comments 9 points Most recent by SRC54 December 2025Feature Requests
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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 565 views 20 comments 62 points Most recent by patate1684 December 2025Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 31 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 395 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 249 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 52 views 4 comments 6 points Most recent by TiggerTrainer December 2025Feature Requests
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 24 views 2 comments 7 points Most recent by DannyB December 2025Feature Requests
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  Add Rocket Loans

  Active Krick 54 views 0 comments 1 point Most recent by Krick December 2025Report Missing Financial Institution or Biller
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  Merged: More Total Spending Report Categories

  Closed 6-1blonde 1 view 0 comments 1 point Most recent by 6-1blonde December 2025Feature Requests
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 32 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 21 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 21 views 0 comments 2 points Most recent by SRC54 December 2025Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Most recent by SCT41 December 2025Feature Requests
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 1 view 0 comments 1 point Most recent by Ruonline December 2025Feature Requests
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  Please add iTrustCapital

  Active MrMcNuggets 2 views 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 383 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 1 view 0 comments 1 point Most recent by PhoenixV November 2025Feature Requests
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 1 view 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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  Integrate with ChatGPT (edited)

  Active hokuto 13 views 0 comments 1 point Most recent by hokuto November 2025Feature Requests