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Discussion List

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 374 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 466 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Balance Sheet date specific

  Closed RASA 1 view 0 comments 2 points Most recent by moneymoneymoney111 November 2025Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 6 views 0 comments 4 points Most recent by RASA November 2025Feature Requests
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 103 views 3 comments 6 points Most recent by nrp06 November 2025Feature Requests
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  -1

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 43 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
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  Merged: User defined duration for watchlists

  Closed nrp06 1 view 0 comments 3 points Most recent by SRC54 November 2025Feature Requests
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  Merged: Support for Extended Transaction Details (AKA Extended Details)

  Closed 110011 1 view 0 comments 1 point Most recent by 110011 November 2025Feature Requests
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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 527 views 20 comments 40 points Most recent by William Goicochea November 2025Feature Requests
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  Merged: Sorting Watchlist in the Mobile App

  Closed William Goicochea 1 view 0 comments 1 point Most recent by William Goicochea November 2025Quicken Business & Personal Feature Requests
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 42 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 21 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 85 views 7 comments 11 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Most used category list at top of web App

  Closed N4KHQ 1 view 0 comments 1 point Most recent by N4KHQ November 2025Feature Requests
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 63 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  15

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 51 views 2 comments 15 points Most recent by RobWilk November 2025Feature Requests
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  14

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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 161 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 34 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Most recent by JacksonHarding November 2025Feature Requests
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  Reimbursement Tracker

  Active ajbopp 145 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  Bill Connect: ClickPay

  Active elbeh 11 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Bill Connect: USAA Insurance (edited)

  elbeh 71 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  Bill Connect: ExtraSpace Storage

  Active elbeh 12 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Bill Connect: Southern California Edison

  elbeh 22 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 2 views 0 comments 2 points Most recent by budgetm8 November 2025Feature Requests
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  Total Shareholder Return (TSR)

  Active ssoko 1 view 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 63 views 6 comments 1 point Most recent by admarkowitz November 2025Report Missing Financial Institution or Biller