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Discussion List

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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 50 views 4 comments 8 points Most recent by DryHeat November 30Feature Requests
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 124 views 11 comments 18 points Most recent by zeggerjulie November 29Feature Requests
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 338 views 9 comments 7 points Most recent by DryHeat November 28Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 4 views 0 comments 1 point Started by PhoenixV November 28 Feature Requests
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 4 views 0 comments 1 point Started by DryHeat November 28 Feature Requests
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  Integrate with ChatGPT (edited)

  Active hokuto 11 views 0 comments 1 point Started by hokuto November 28 Feature Requests
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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 338 views 17 comments 46 points Most recent by DannyB November 27Feature Requests
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  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 89 views 3 comments 4 points Most recent by setheps November 26Report Missing Financial Institution
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 446 views 5 comments 5 points Most recent by Coach Natalie November 26Feature Requests
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  Pershing BNY

  Active Rob A 71 views 14 comments 1 point Most recent by Coach Jon November 25Report Missing Financial Institution
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 35 views 3 comments 3 points Most recent by moneymoneymoney111 November 24Quicken Business & Personal Feature Requests
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  Merged: Balance Sheet date specific

  Closed RASA 7 views 0 comments 2 points Most recent by moneymoneymoney111 November 24Feature Requests
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  Please add OpenBank by Santander

  Active StephenB 783 views 33 comments 43 points Most recent by JimmyG November 24Report Missing Financial Institution
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 14 views 0 comments 2 points Started by RASA November 24 Feature Requests
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  2

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  Add an Account Type for Equity Accounts (edited)

  Active RASA 6 views 0 comments 2 points Started by RASA November 24 Feature Requests
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  7

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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 23 views 2 comments 7 points Most recent by DannyB November 23Feature Requests
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 101 views 3 comments 6 points Most recent by SRC54 November 23Feature Requests
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  Merged: User defined duration for watchlists

  Closed nrp06 9 views 0 comments 3 points Most recent by SRC54 November 23Feature Requests
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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 37 views 5 comments -1 point Most recent by EL1234 November 23Feature Requests
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  34

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 868 views 45 comments 34 points Most recent by flintster_99 November 22Feature Requests
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  Merged: Support for Extended Transaction Details (AKA Extended Details)

  Closed 110011 4 views 0 comments 1 point Started by 110011 November 21 Feature Requests
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  Merged: Sorting Watchlist in the Mobile App

  Closed William Goicochea 4 views 0 comments 1 point Started by William Goicochea November 21 Quicken Business & Personal Feature Requests
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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 499 views 20 comments 38 points Most recent by William Goicochea November 21Feature Requests
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  55

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  Ability to remove tags during bulk edit

  Active Norm6257 729 views 37 comments 55 points Most recent by SRC54 November 20Feature Requests
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 39 views 4 comments 3 points Most recent by MikeZ November 20Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 18 views 2 comments 2 points Most recent by DryHeat November 19Feature Requests
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 68 views 7 comments 9 points Most recent by RobWilk November 19Feature Requests
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  Merged: Most used category list at top of web App

  Closed N4KHQ 3 views 0 comments 1 point Started by N4KHQ November 18 Feature Requests
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 56 views 7 comments 2 points Most recent by Coach Natalie November 18Feature Requests
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  Implement Passkeys (edited)

  Active AzMurph 437 views 25 comments 29 points Most recent by SRC54 November 18Feature Requests