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Discussion List

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  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Most recent by JMQkn October 2025Feature Requests
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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Most recent by colearseneault3 October 2025Feature Requests
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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 47 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 68 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 134 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 47 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 1.2K views 38 comments 27 points Most recent by DannyB October 2025Feature Requests
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 14 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 36 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 292 views 11 comments 15 points Most recent by Coach Natalie October 2025Feature Requests
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  Indiana Members Credit Union (edited)

  Gaberino 25 views 1 comment 1 point Most recent by Gaberino October 2025Report Missing Financial Institution or Biller
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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests
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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 44 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  Merged: "True up" spending plan by comparing to average spend

  Closed Andor 1 view 0 comments 1 point Most recent by Andor September 2025Feature Requests
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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 144 views 6 comments 4 points Most recent by RobWilk September 2025Feature Requests
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 132 views 3 comments 12 points Most recent by JMWDBA September 2025Feature Requests
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  Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

  Closed kevindavidgreer 1 view 0 comments 1 point Most recent by kevindavidgreer September 2025Feature Requests
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 187 views 11 comments 9 points Most recent by egal September 2025Feature Requests
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 15 views 0 comments 6 points Most recent by MikeZ September 2025Feature Requests
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  Merged: Link Investment Contribution Transactions to Savings Goals

  Closed MikeZ 1 view 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  Merged: Lost 1000s of entries. Simplifi snapshots needed,

  Closed matthew.martin_x 31 views 0 comments 3 points Most recent by Dick_Davis September 2025Feature Requests
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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 7 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 5 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  Merged: Category Rule based on Payee and Account used to pay

  Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Merged: Dashboard and Menu Configuration (Allow me to hide what I don't use or share)

  Closed dmherm 1 view 0 comments 1 point Most recent by dmherm September 2025Feature Requests
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  Merged: Maryland 529

  Closed JustinK 1 view 0 comments 1 point Most recent by JustinK September 2025Report Missing Financial Institution or Biller
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  Merged: Filter by only the parent category

  Closed wilbertseoane 1 view 0 comments 1 point Most recent by wilbertseoane September 2025Feature Requests
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 416 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 52 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 104 views 4 comments 6 points Most recent by DJones September 2025Feature Requests