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Merged: Second Authorization From Bank Updates

Closed RoyM 1 view 0 comments 1 point Started by RoyM April 2025 Feature Requests
Merged: Ability to attach pdf receipts from Files

Closed kevinbcole 1 view 0 comments 1 point Started by kevinbcole April 2025 Feature Requests
Merged: one Click turn Reminder in to Transaction

Closed Adye 1 view 0 comments 2 points Started by Adye April 2025 Feature Requests
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Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

Active papermuffins 104 views 7 comments 3 points Most recent by Coach Natalie April 2025Feature Requests
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Connecting to OneGold

Active kingicarus 22 views 4 comments 2 points Most recent by dlezama April 2025Report Missing Financial Institution
1

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Fremont Bank - Non-Mortgage Accounts (edited)

Active MoneyMinder 12 views 0 comments 1 point Started by MoneyMinder April 2025 Report Missing Financial Institution
Merged: Percent breakdowns

Closed Maddox 1 view 0 comments 1 point Started by Maddox April 2025 Feature Requests
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Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

Active RobWilk 12 views 0 comments -1 point Started by RobWilk April 2025 Feature Requests
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Mobile App: Improve toggle functions when creating a Category (edited)

Active Micky1701 36 views 8 comments 1 point Most recent by Micky1701 April 2025Feature Requests
Merged: Manual transactions should update holdings and cost basis in manual investment accounts

Closed dlezama 1 view 0 comments 1 point Started by dlezama April 2025 Feature Requests
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Bill Connect: Moxie Pest Control (edited)

Active gmbrady 2 views 0 comments 1 point Started by gmbrady April 2025 Report Missing Financial Institution
Merged: Ability to restore deleted transactions

Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests
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Add a "notes" section [edited] (1 Merged Vote)

Active jfmclaugh 243 views 15 comments 22 points Most recent by DryHeat April 2025Feature Requests
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Attach "Transfers" to the Payee instead of the Category (edited)

Active dillonbrown 76 views 2 comments 4 points Most recent by nixiecon April 2025Feature Requests
Merged: Multiple bills in one transaction

Closed Jaiden 1 view 0 comments 1 point Started by Jaiden April 2025 Feature Requests
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Make the Accounts List easier to read (edited)

Active asjss1186 436 views 21 comments 25 points Most recent by lowcloud April 2025Feature Requests
Merged: Provide solution for intermittent bill accrual in spending plan

Closed dhuntley1023 1 view 0 comments 1 point Started by dhuntley1023 April 2025 Feature Requests
Merged: QBP: Add the ability to show only a specific business

Closed fcb 1 view 0 comments 2 points Started by fcb April 2025 Quicken Business & Personal Feature Requests
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QBP: Clients & Projects - Add Folders and Filters by Business (edited)

Active stephaniemcastilla 25 views 1 comment 5 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests
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Tablet App: Reminders Carousel should include projected balances (edited)

Active RobWilk 22 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests
2

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Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

Active Kanda 65 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
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Change the date and amount on both sides when editing a Recurring Linked Transfer Series Reminder

Active RobWilk 43 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests
Merged: Temporarily Hide Accounts (Investments in Particular)

Closed TomAter 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests
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SEI invest - Access My Portfolio

Active eskay311 139 views 4 comments 5 points Most recent by Slater007 April 2025Report Missing Financial Institution
2

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Show the 'Last Updated' timestamp in the Accounts List (edited)

Active subiemat 42 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
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Add Samsung Financing (TD bank)

Active RobWilk 567 views 20 comments 13 points Most recent by mthoman1 April 2025Report Missing Financial Institution
Merged: Add Jenius Bank

Closed Ottson26 1 view 0 comments 1 point Started by Ottson26 April 2025 Report Missing Financial Institution
5

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Templates for Transactions

Active ejobity 26 views 4 comments 5 points Most recent by DryHeat April 2025Feature Requests
Merged: See history of contributions and withdrawals in each savings goal (edited)

Closed ARMark 1 view 0 comments 1 point Started by ARMark April 2025 Feature Requests
Merged: NEED TO PRINT CATAGORY REPORTS FOR TAXES

Closed Katharine 1 view 0 comments 1 point Started by Katharine April 2025 Feature Requests