Active

10

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Ability to deactivate or hide a category that is no longer in use

Active nylhsa3 42 views 2 comments 10 points Most recent by EL1234 August 2025Feature Requests
7

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Option to auto-end a Recurring Series once total amount has been reached (edited)

Active ccrawford 37 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
31

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Recurring Savings Goals year over year/ability to restart Goals (edited)

Active MommaCma 172 views 21 comments 31 points Most recent by Max1223 August 2025Feature Requests
7

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Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 65 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
2

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Download check images from the bank (edited)

Active Oren 7 views 0 comments 2 points Started by Oren August 2025 Feature Requests
9

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Savings Goal - Add New Types

Active Flopbot 111 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
2

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The Spending and Income Dashboard cards should have y-axis gridlines (edited)

alkaboy 2 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
6

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Conversational AI Analytics

Active ferndot 7 views 0 comments 6 points Started by ferndot August 2025 Feature Requests
Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

Closed alkaboy 1 view 0 comments 1 point Started by alkaboy August 2025 Feature Requests
3

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Add a List View to Savings Goals (edited)

Active ajcrush 3 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
5

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Ability to view the past in Projected Cash Flow (edited)

Active Jerrod 24 views 0 comments 5 points Started by Jerrod August 2025 Feature Requests
2

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Year-End Report Notation Log (edited)

Michael23 11 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
11

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Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 268 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
6

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Change negative numbers in the Accounts List to a red font (edited)

Cjared 14 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
10

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QBP: Create Separate Spending Plans for Each Business

Active DryHeat 125 views 11 comments 10 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
Merged: Manually change account type

Closed Jedmomds99 1 view 0 comments 0 points Started by Jedmomds99 August 2025 Feature Requests
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Quorom 401(k): accountplanaccess.com (edited)

Active FlyingAround 4 views 0 comments 1 point Started by FlyingAround August 2025 Report Missing Financial Institution
5

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Recent 12 Months - Make this a full 365 days (edited)

Active Jm1295 26 views 2 comments 5 points Most recent by Jm1295 August 2025Feature Requests
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Add First Community Credit Union of Beloit, WI

Active snichols777 1 view 0 comments 0 points Started by snichols777 August 2025 Report Missing Financial Institution
49

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Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

Active lost_references 526 views 26 comments 49 points Most recent by jagrock August 2025Feature Requests
9

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Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

Active scottnliz 104 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
91

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Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

Active chiefplt 637 views 27 comments 91 points Most recent by Manuel M. August 2025Feature Requests
Merged: Reporting - Budget & Planning

Closed Manuel M. 1 view 0 comments 1 point Started by Manuel M. August 2025 Feature Requests
60

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Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

Active rayhooker 513 views 28 comments 60 points Most recent by azs0018 August 2025Feature Requests
57

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Notes/Memo field on recurring transaction setup (1 Merged Vote)

Active jasondmcgee 383 views 24 comments 57 points Most recent by MikeBtp August 2025Feature Requests
2

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Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 24 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
Merged: Hide Individual Splits in Split Transactions

Closed mschnei42 1 view 0 comments 1 point Started by mschnei42 August 2025 Feature Requests
Merged: Edit Multiple Transactions (Bulk Editing) on Mobile App

Closed mschnei42 1 view 0 comments 1 point Started by mschnei42 August 2025 Feature Requests
64

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Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

Active WWi 2.2K views 33 comments 64 points Most recent by mschnei42 August 2025Feature Requests
1

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Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

Active MishaM 12 views 0 comments 1 point Started by MishaM August 2025 Feature Requests