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Discussion List

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  Ability to add a one time income or expense event to the retirement planner (edited)

  Active superalloy 11 views 0 comments 1 point Most recent by superalloy August 2025Feature Requests
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  27

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  Watchlists that can handle income rather than expenses

  Active bleen 123 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
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  Merged: Please add Lively HSA

  Closed Jmod 1 view 0 comments 1 point Most recent by Jmod August 2025Report Missing Financial Institution or Biller
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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 162 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  51

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  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 432 views 12 comments 51 points Most recent by travismartin92 August 2025Feature Requests
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  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 52 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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  AAA Travel Advantage Credit Card - Comenity (edited)

  Active Charles Collins 321 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution or Biller
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  Link Refunds with Purchases to Net Out Spending Amounts

  Active Trusia55 41 views 3 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 46 views 5 comments -1 point Most recent by TexanTommy August 2025Feature Requests
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  First Trust Bank Mortgage & Loan (edited)

  Active JTEck37 2 views 0 comments 2 points Most recent by JTEck37 August 2025Report Missing Financial Institution or Biller
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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 33 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Icons for Transaction Types

  Active Dick_Davis 24 views 2 comments 2 points 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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  24

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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 376 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 31 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
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  32

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  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 267 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 83 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 113 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 2 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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  11

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 293 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 159 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 1 view 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