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Discussion List

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  Icons for Transaction Types

  Active Dick_Davis 24 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Add a comparison view to Watchlists (edited)

  Active Max1223 142 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 358 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
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  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 32 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
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  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 202 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
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  Projected usage graph and notifications for Credit Cards (edited)

  Active scottnliz 84 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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  Download check images from the bank (edited)

  Active Oren 3 views 0 comments 2 points Most recent by Oren August 2025Feature Requests
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  9

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  Savings Goal - Add New Types

  Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
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  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 4 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

  Closed alkaboy 1 view 0 comments 1 point Most recent by alkaboy August 2025Feature Requests
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  Add a List View to Savings Goals (edited)

  Active ajcrush 4 views 1 comment 4 points Most recent by Coach Natalie August 2025Feature Requests
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  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 22 views 0 comments 7 points Most recent by Jerrod August 2025Feature Requests
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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
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 294 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 12 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
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  QBP: Create Separate Spending Plans for Each Business

  Active DryHeat 142 views 11 comments 11 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
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  Merged: Manually change account type

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

  Active FlyingAround 2 views 0 comments 1 point Most recent by FlyingAround August 2025Report Missing Financial Institution or Biller
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  Recent 12 Months - Make this a full 365 days (edited)

  Active Jm1295 42 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 2 views 0 comments 0 points Most recent by snichols777 August 2025Report Missing Financial Institution or Biller
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 567 views 26 comments 50 points Most recent by jagrock August 2025Feature Requests
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 113 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  Merged: Reporting - Budget & Planning

  Closed Manuel M. 1 view 0 comments 1 point Most recent by Manuel M. August 2025Feature Requests
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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 675 views 27 comments 98 points Most recent by Manuel M. August 2025Feature Requests
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  57

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

  Active jasondmcgee 408 views 24 comments 57 points Most recent by MikeBtp August 2025Feature Requests
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  Merged: Hide Individual Splits in Split Transactions

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

  Closed mschnei42 1 view 0 comments 1 point Most recent by mschnei42 August 2025Feature Requests
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.3K views 33 comments 67 points Most recent by mschnei42 August 2025Feature Requests
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests