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Discussion List

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  8

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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 21 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Add Rocket Loans

  Active Krick 52 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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  0

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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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  2

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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 22 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 1 view 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller
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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 12 views 0 comments 1 point Most recent by hokuto November 2025Feature Requests
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  6

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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 474 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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  4

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  Add an Account Type for Equity Accounts (edited)

  Active RASA 2 views 0 comments 4 points Most recent by RASA November 2025Feature Requests
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  -2

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

  Dick_Davis 46 views 5 comments -2 points 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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  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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  40

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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 538 views 20 comments 40 points Most recent by William Goicochea November 2025Feature Requests
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  3

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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 43 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 23 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 82 views 7 comments 12 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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  2

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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 56 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 166 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
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  7

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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