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Discussion List

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  Please Add NetXInvestor (non-Royal Alliance) [edited]

  Active Nishant 132 views 10 comments 4 points Most recent by Dognose September 2025Report Missing Financial Institution or Biller
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  Merged: share spaces with more members

  Closed shelbyD 1 view 0 comments 1 point Most recent by shelbyD September 2025Quicken Business & Personal Feature Requests
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  If Payee is new, set Category to Uncategorized

  Active DavidB 21 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  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
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  Merged: Rules criteria for amount (edited)

  Closed db400xml 1 view 0 comments 1 point Most recent by db400xml September 2025Feature 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 Most recent by JWilly911 September 2025Report Missing Financial Institution or Biller
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  Merged: Account Details

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

  cloudquick 22 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 154 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  Merged: Change Account Types

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

  Active Dick_Davis 12 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  Merged: Accounts Able to do Attachments (edited)

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

  Active AutoJunkie 353 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution or Biller
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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 41 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 23 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Merged: Rule to split transaction (edited)

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

  Active GirlFriday715 576 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  Merged: Receipt scanning with auto-categorization

  Closed edcB 1 view 0 comments 2 points Most recent by edcB August 2025Feature Requests
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  Merged: Create Watchlists using Flags as work around for inability to exclude Tags

  Closed Max1223 11 views 0 comments 2 points Most recent by Max1223 August 2025Feature Requests
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  Allow Watchlists based on Flags

  Active ajbopp 66 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
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  Merged: Debt reduction planner

  Closed Flaviking 1 view 0 comments 1 point Most recent by RobWilk August 2025Feature Requests
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  Merged: Show the account balance minus money set aside in the account forecast [Edited]

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

  Active Zaylen 1 view 0 comments 3 points Most recent by Zaylen August 2025Report Missing Financial Institution or Biller
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  Merged: Add an "Unspent" Number to Top of Spending Plan Page

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

  Jon Noblejas 63 views 6 comments 1 point Most recent by Coach Jon August 2025Report Missing Financial Institution or Biller
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  Add Payees List/Ability to Manage Payees (edited)

  Active The Donovan 512 views 10 comments 43 points Most recent by Dick_Davis August 2025Feature Requests
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  Investment Tab Upgrades

  Active adizzlefoto 181 views 11 comments 15 points Most recent by Coach Natalie August 2025Feature Requests
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  iOS: Swipe right to go back

  Active Closed simplij 43 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
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  Merged: Add CSV download from High Level Reporting Results

  Closed PWarrenB 1 view 0 comments 1 point Most recent by PWarrenB August 2025Feature Requests