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Discussion List

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  Spending Plan available spending per week (edited)

  Active joroad 46 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 45 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
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  Merged: Create ability to print Investment> Portfolio > Holdings

  Closed HMagh 1 view 0 comments 1 point Most recent by HMagh January 6Feature Requests
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  Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

  Closed Dick_Davis 801 views 43 comments 2 points Most recent by Dick_Davis January 6Adding and Updating Accounts
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  Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)

  Active rivuletsteph 54 views 3 comments 5 points Most recent by Dick_Davis January 6Feature Requests
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  Incorporate the GPS mileage tracker from Quicken Self Employed

  Active Markitect 6 views 0 comments 3 points Most recent by Markitect January 6Feature Requests
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  Merged: Please add usbank.us - a Santander bank online Savings bank

  Closed shahpr98 11 views 0 comments 1 point Most recent by shahpr98 January 6Report Missing Financial Institution or Biller
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  Transaction Rules: Ability to "stop processing additional rules" (edited)

  SaishDawg 31 views 1 comment 3 points Most recent by Coach Natalie January 5Feature Requests
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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 57 views 3 comments 9 points Most recent by SaishDawg January 5Feature Requests
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 103 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution or Biller
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  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 58 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
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  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 25 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 136 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  More generic/top level Planned Spend (edited)

  Active Flaviking 21 views 0 comments 4 points Most recent by Flaviking January 3Feature Requests
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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 19 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 54 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to create Clients from the Create Project page (edited)

  Active Dick_Davis 17 views 0 comments 1 point Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to date Projects in the past (edited)

  Active Dick_Davis 2 views 0 comments 2 points Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 71 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution or Biller
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  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 14 views 0 comments 4 points Most recent by EL1234 January 2Feature Requests
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  21

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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 210 views 9 comments 21 points Most recent by zbsh December 2025Feature Requests
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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 33 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 521 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 13 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  Merged: Feature request: ability to save reports

  Closed Atamirny 1 view 0 comments 1 point Most recent by Atamirny December 2025Feature Requests
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  Merged: Balance Column

  Closed roadrunner 11 views 0 comments -1 point Most recent by EL1234 December 2025Feature Requests
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  Merged: QBP: Ability to Delete a Business [Edited]

  Closed Mentor123 1 view 0 comments 3 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Ability to create a new Recurring Series from the Reminders carousel (edited)

  Active EL1234 16 views 0 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  Ability to automatically match and attach receipts (edited)

  Active NateTheGreat 115 views 5 comments 12 points Most recent by RobWilk December 2025Feature Requests
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  Merged: Attachment library for receipts

  Closed Dmholt 1 view 0 comments 1 point Most recent by Dmholt December 2025Feature Requests