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Add a reconcile feature [edited] (1 Merged Vote)

Active jason518 2.6K views 60 comments 60 points Most recent by Coach Kristina September 2025Feature Requests
Merged: Traditional reconciliation is a must have for any accounting system! Make it optional.

Closed livingjenlee 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
Merged: Rules criteria for amount (edited)

Closed db400xml 1 view 0 comments 1 point Started by db400xml September 2025 Feature Requests
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Crypto.com VISA Signature (one of the d.comenity.net cards from Bread Financial)

Active JWilly911 13 views 0 comments 2 points Started by JWilly911 September 2025 Report Missing Financial Institution
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QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Active gpobrien001 47 views 1 comment 8 points Most recent by moneymoneymoney111 September 2025Quicken Business & Personal Feature Requests
Merged: Account Details

Closed Jason Smith 1 view 0 comments 1 point Started by Jason Smith September 2025 Feature Requests
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QBP: Ability to view Projected Income for Clients/Projects (edited)

cloudquick 24 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
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Have Varying Recurring Bills use average of last six months for the Amount (edited)

Active jtjones0304 124 views 5 comments 14 points Most recent by Coach Natalie September 2025Feature Requests
Merged: Change Account Types

Closed kst 1 view 0 comments 1 point Started by kst September 2025 Feature Requests
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Ability to Upload Documents to an Account, Such as Statements (edited)

Active Dick_Davis 13 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
Merged: Accounts Able to do Attachments (edited)

Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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College Advantage 529 Aggregator (edited)

Active AutoJunkie 351 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution
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Add a Liquid Cash Flow Report (edited)

BlueGrits 43 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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QBP: Need longer field for invoice number (edited)

sidewalkboots 11 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
Merged: Rule to split transaction (edited)

Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots September 2025 Feature Requests
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Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 554 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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Add a 'Tax Related' Filter Option (edited)

Active gpolkga 22 views 3 comments 3 points Most recent by SRC54 September 2025Feature Requests
Merged: Add a 'Tax Related' Filter (edited)

Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
Merged: Receipt scanning with auto-categorization

Closed edcB 1 view 0 comments 2 points Started by edcB August 2025 Feature Requests
Merged: Debt reduction planner

Closed Flaviking 1 view 0 comments 1 point Most recent by RobWilk August 2025Feature Requests
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Allow Watchlists based on Flags

Active ajbopp 62 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
Merged: Create Watchlists using Flags as work around for inability to exclude Tags

Closed Max1223 11 views 0 comments 2 points Started by Max1223 August 2025 Feature Requests
Merged: Show the account balance minus money set aside in the account forecast [Edited]

Closed Flaviking 11 views 0 comments 2 points Started by Flaviking August 2025 Feature Requests
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Voya Farm Credit Foundations 401(k) Plan

Active Zaylen 1 view 0 comments 2 points Started by Zaylen August 2025 Report Missing Financial Institution
Merged: Add an "Unspent" Number to Top of Spending Plan Page

Closed buttersh 1 view 0 comments 1 point Started by buttersh August 2025 Feature Requests
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1st United Services Credit Union No Longer Available

Jon Noblejas 61 views 6 comments 1 point Most recent by Coach Jon August 2025Report Missing Financial Institution
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Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

Active harinath 609 views 27 comments 53 points Most recent by SRC54 August 2025Feature Requests
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Add Payees List/Ability to Manage Payees (edited)

Active The Donovan 448 views 10 comments 39 points Most recent by Dick_Davis August 2025Feature Requests
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Investment Tab Upgrades

Active adizzlefoto 183 views 11 comments 14 points Most recent by Coach Natalie August 2025Feature Requests
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iOS: Swipe right to go back

Active Closed simplij 41 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests