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Discussion List

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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 1 view 0 comments 3 points Started by Marshall01 July 2025 Quicken Business & Personal Feature Requests
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  Merged: Is there a way to connect EquatePlus?

  Closed nmnmnmnmn 11 views 0 comments 1 point Most recent by nmnmnmnmn July 2025Report Missing Financial Institution
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  Merged: Support for https://www.getsequence.io/ & https://app.getsequence.io/login

  Closed jsmooth2004 1 view 0 comments 1 point Started by jsmooth2004 June 2025 Report Missing Financial Institution
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  Connect to app.getsequence.io (edited)

  Active jsmooth2004 22 views 2 comments 2 points Most recent by jsmooth2004 June 2025Report Missing Financial Institution
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  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 151 views 12 comments 18 points Most recent by sausab June 2025Feature Requests
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  Merged: Update vehicle values automatically.

  Closed Hammertime7 1 view 0 comments 1 point Started by Hammertime7 June 2025 Feature Requests
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  Ability to add Attachments to each Split (edited)

  Dick_Davis 56 views 5 comments 1 point Most recent by EL1234 June 2025Feature Requests
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  Enter Spending Plan/Budget in Table View

  Active sNashville 418 views 14 comments 5 points Most recent by SRC54 June 2025Feature Requests
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  Merged: Annual Budget Report

  Closed pboze 1 view 0 comments 1 point Started by pboze June 2025 Feature Requests
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  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 142 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Started by Money_Mister June 2025 Feature Requests
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  Add a Referral Program (edited)

  Active mattwikse 212 views 2 comments 8 points Most recent by Money_Mister June 2025Feature Requests
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  Custom colors

  Closed Cris C 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Abbott Laboratories Employee Credit Union (ALEC)

  Active Erin088 30 views 2 comments 2 points Most recent by AshGauthier June 2025Report Missing Financial Institution
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  Merged: Fix/readd Abbott Laboratories Employee Credit Union (ALECU)

  Closed AshGauthier 1 view 0 comments 1 point Started by AshGauthier June 2025 Report Missing Financial Institution
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 11 views 0 comments 4 points Started by phixed June 2025 Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 2025 Feature Requests
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
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  CFCU Community Credit Union (edited)

  Closed TD Allen 3 views 1 comment 1 point Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 17 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 24 views 4 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 35 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Spending Plan Planning Page

  Active DannyB 14 views 0 comments 4 points Started by DannyB June 2025 Feature Requests
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Coast Capital Savings in Canada

  Closed Queenofthenorth 3 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Started by cloudquick June 2025 Feature Requests
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  New 'Income & Expense Report' Feature Requests

  Closed JJo 15 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 26 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 69 views 11 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting