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WA 529 Accounts (edited)

Active eaczon 1 view 0 comments 1 point Started by eaczon March 2025 Report Missing Financial Institution
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QBP: Ability to print checks for my business (edited)

Active donmcw 46 views 1 comment 1 point Most recent by Coach Jon March 2025Quicken Business & Personal Feature Requests
Merged: Please add Investor 360 as a financial institution

Closed donmcw 1 view 0 comments 1 point Started by donmcw March 2025 Report Missing Financial Institution
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Add the SSA-1099 to the list of tax forms

Active Augie&Me 142 views 13 comments 2 points Most recent by DryHeat March 2025Feature Requests
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QBP: Ability to turn off the "Business setup" prompt (edited)

Active Flopbot 25 views 3 comments 1 point Most recent by Coach Natalie March 2025Quicken Business & Personal Feature Requests
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Support for Old National Wealth Management Client Portal

Active tagtyoureit 1 view 0 comments 1 point Started by tagtyoureit March 2025 Report Missing Financial Institution
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Would like to add CSE FCU (csefcu.com) [edited]

Active Gavin love 81 views 8 comments 3 points Most recent by traider March 2025Report Missing Financial Institution
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QBP: Make business "Usage" selector position consistent across all report screens

Active DryHeat 6 views 0 comments 1 point Started by DryHeat March 2025 Feature Requests
Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
Merged: Add ability to upload documents to Reminder instances and move to transaction when matched

Closed flintster_99 1 view 0 comments 1 point Started by flintster_99 March 2025 Feature Requests
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Ability to set a default Date Range for Reports (edited)

Active Manny512 31 views 3 comments 16 points Most recent by Norm6257 March 2025Feature Requests
Merged: Ability to save the selection of columns within transaction window

Closed USAviator 11 views 0 comments 1 point Most recent by DryHeat March 2025Feature Requests
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People’s Trust Company

Active Grsmith9118 1 view 0 comments 1 point Started by Grsmith9118 March 2025 Report Missing Financial Institution
Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Started by USAviator March 2025 Feature Requests
Merged: Ability to Default Account Folding and Order

Closed danielwhite8425 1 view 0 comments 1 point Started by danielwhite8425 March 2025 Feature Requests
Merged: Transaction linking to goals

Closed Jaiden 1 view 0 comments 1 point Started by Jaiden March 2025 Feature Requests
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Show the Transactional Data Limit gear icon without having to hover (edited)

Active DryHeat 11 views 0 comments 7 points Started by DryHeat March 2025 Feature Requests
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Add an "overspent" visual cue to Planned Spending (edited)

Active jsy42 32 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
Merged: Custom Accounts List (edited)

Closed MtnCreed 1 view 0 comments 1 point Started by MtnCreed March 2025 Feature Requests
Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

Closed Max1223 1 view 0 comments 1 point Started by Max1223 March 2025 Feature Requests
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Add more identifying info to the bank MFA screen so we know what account it's for (edited)

Active simplif 42 views 1 comment 1 point Most recent by simplif March 2025Feature Requests
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Undo option

Active Jedp 681 views 19 comments 53 points Most recent by UrsulaA March 2025Feature Requests
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Ability to add notes to the Investments Balances graph (edited)

Active Flopbot 12 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests
Merged: Waterfall chart for month to month, quarterly, and yearly spending

Closed Luisito277 1 view 0 comments 1 point Started by Luisito277 March 2025 Feature Requests
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Add UMB "Card Center Direct" (edited)

Active gmac 101 views 6 comments 1 point Most recent by Coach Kristina March 2025Report Missing Financial Institution
Merged: Workday paystub import into Simplifi

Closed Luisito277 1 view 0 comments 1 point Started by Luisito277 March 2025 Feature Requests
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Pull paystub information from Workday into the income buckets (edited)

Active Jrmclean 31 views 2 comments 2 points Most recent by Luisito277 March 2025Feature Requests
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Add broken down "subgoals" to Savings Goals (edited)

Active RobWilk 41 views 3 comments 5 points Most recent by Flopbot March 2025Feature Requests
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Add a search feature to 'Tags' under Settings (edited)

Active Flopbot 12 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
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Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

Active paleosteve 211 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests