Active

1

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

Active superalloy 15 views 0 comments 1 point Most recent by superalloy August 2025Feature Requests
27

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Watchlists that can handle income rather than expenses

Active bleen 182 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
Merged: Please add Lively HSA

Closed Jmod 1 view 0 comments 1 point Most recent by Jmod August 2025Report Missing Financial Institution or Biller
20

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Handle Linking and Categorizing Transfer Transactions Better (edited)

Active emarzock 248 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
52

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Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 532 views 12 comments 52 points Most recent by travismartin92 August 2025Feature Requests
0

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Investment Transactions should not categorize "Fees" as an expense (edited)

Active wombatstew 67 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
3

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AAA Travel Advantage Credit Card - Comenity (edited)

Active Charles Collins 364 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution or Biller
8

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Link Refunds with Purchases to Net Out Spending Amounts

Active Trusia55 46 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 86 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
1

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Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

Dick_Davis 47 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
6

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Add a comparison view to Watchlists (edited)

Active Max1223 175 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
24

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Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 459 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
7

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Option to auto-end a Recurring Series once total amount has been reached (edited)

Active ccrawford 53 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
32

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

Active MommaCma 420 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
7

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Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 99 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
2

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Download check images from the bank (edited)

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

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Savings Goal - Add New Types

Active Flopbot 148 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
2

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The Spending and Income Dashboard cards should have y-axis gridlines (edited)

alkaboy 6 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

Closed alkaboy 1 view 0 comments 1 point Most recent by alkaboy August 2025Feature Requests
4

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Add a List View to Savings Goals (edited)

Active ajcrush 6 views 1 comment 4 points Most recent by Coach Natalie August 2025Feature Requests
7

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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
2

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Year-End Report Notation Log (edited)

Michael23 15 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
11

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Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 330 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
6

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Change negative numbers in the Accounts List to a red font (edited)

Cjared 16 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
10

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QBP: Create Separate Spending Plans for Each Business

Active DryHeat 193 views 11 comments 10 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
Merged: Manually change account type

Closed Jedmomds99 1 view 0 comments 0 points Most recent by Jedmomds99 August 2025Feature Requests
1

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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
0

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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
9

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Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

Active scottnliz 177 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests