Active

8

Up Down

Ability to re-import exported CSV files (edited)

Active nothin7 104 views 2 comments 8 points Most recent by philipkd April 2025Feature Requests
3

Up

Add FutureCard (by Piermont Bank)

Active mariafed 23 views 0 comments 3 points Most recent by mariafed April 2025Report Missing Financial Institution or Biller
Merged: Custom organize "All transactions" column

Closed 206Giff 1 view 0 comments 1 point Most recent by 206Giff April 2025Feature Requests
5

Up Down

Add a Savings Goal option to reach a target Account Balance (edited)

Active jsy42 32 views 3 comments 5 points Most recent by Coach Kristina April 2025Feature Requests
Merged: Spending Plans modified

Closed cbishop1965 1 view 0 comments 0 points Most recent by RobWilk April 2025Feature Requests
3

Up Down

Ability to organize MFA prompts when updating accounts (edited)

Active AlexB 23 views 1 comment 3 points Most recent by RoyM April 2025Feature Requests
Merged: Second Authorization From Bank Updates

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

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

Closed Adye 1 view 0 comments 2 points Most recent by Adye April 2025Feature Requests
3

Up Down

Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

Active papermuffins 147 views 7 comments 3 points Most recent by Coach Natalie April 2025Feature Requests
2

Up

Connecting to OneGold

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

Up

Fremont Bank - Non-Mortgage Accounts (edited)

Active MoneyMinder 11 views 0 comments 1 point Most recent by MoneyMinder April 2025Report Missing Financial Institution or Biller
Merged: Percent breakdowns

Closed Maddox 1 view 0 comments 1 point Most recent by Maddox April 2025Feature Requests
-1

Up Down

Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

Active RobWilk 12 views 0 comments -1 point Most recent by RobWilk April 2025Feature Requests
1

Up Down

Mobile App: Improve toggle functions when creating a Category (edited)

Active Micky1701 31 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 Most recent by dlezama April 2025Feature Requests
1

Up

Bill Connect: Moxie Pest Control (edited)

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

Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests
22

Up Down

Add a "notes" section [edited] (1 Merged Vote)

Active jfmclaugh 267 views 15 comments 22 points Most recent by DryHeat April 2025Feature Requests
4

Up Down

Attach "Transfers" to the Payee instead of the Category (edited)

Active dillonbrown 74 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 Most recent by Jaiden April 2025Feature Requests
25

Up Down

Make the Accounts List easier to read (edited)

Active asjss1186 458 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 Most recent by dhuntley1023 April 2025Feature Requests
Merged: QBP: Add the ability to show only a specific business

Closed fcb 1 view 0 comments 2 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests
6

Up Down

QBP: Clients & Projects - Add Folders and Filters by Business (edited)

Active stephaniemcastilla 28 views 1 comment 6 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests
1

Up Down

Tablet App: Reminders Carousel should include projected balances (edited)

Active RobWilk 32 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests
2

Up Down

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

Active Kanda 72 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
1

Up Down

Change the date and amount on both sides when editing a Recurring Linked Transfer Series Reminder

Active RobWilk 65 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
5

Up

SEI invest - Access My Portfolio

Active eskay311 179 views 4 comments 5 points Most recent by Slater007 April 2025Report Missing Financial Institution or Biller