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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

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

Active stephaniemcastilla 22 views 1 comment 6 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests

1

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

Active RobWilk 31 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests

2

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

Active Kanda 71 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests

1

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

Active RobWilk 61 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

SEI invest - Access My Portfolio

Active eskay311 181 views 4 comments 5 points Most recent by Slater007 April 2025Report Missing Financial Institution or Biller

2

Show the 'Last Updated' timestamp in the Accounts List (edited)

Active subiemat 41 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests

13

Add Samsung Financing (TD bank)

Active RobWilk 581 views 20 comments 13 points Most recent by mthoman1 April 2025Report Missing Financial Institution or Biller

Merged: Add Jenius Bank

Closed Ottson26 1 view 0 comments 1 point Most recent by Ottson26 April 2025Report Missing Financial Institution or Biller

6

Templates for Transactions

Active ejobity 21 views 4 comments 6 points Most recent by DryHeat April 2025Feature Requests

Merged: See history of contributions and withdrawals in each savings goal (edited)

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

Merged: NEED TO PRINT CATAGORY REPORTS FOR TAXES

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

1

Unity by Hard Rock Credit Card (Bread Financial/Comenity)

Active RobWilk 123 views 0 comments 1 point Most recent by RobWilk April 2025Report Missing Financial Institution or Biller

Merged: Create and Add New Button to New Transaction Window

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

40

Ability to import QFX files (edited)

Active Phssthpok 1.9K views 15 comments 40 points Most recent by SRC54 April 2025Feature Requests

Merged: Please add Ford Motor 401k alight

Closed ds824 1 view 0 comments 1 point Most recent by ds824 April 2025Report Missing Financial Institution or Biller

Merged: Graphical display of Income vs Expenses over time!

Closed willthepill62 1 view 0 comments 1 point Most recent by willthepill62 April 2025Feature Requests

1

NW Preferred Federal Credit Union (edited)

Active mssimpli 21 views 5 comments 1 point Most recent by mssimpli March 2025Report Missing Financial Institution or Biller

1

Mohela - Elfi (edited)

Active jdrenovsky 43 views 3 comments 1 point Most recent by Coach Natalie March 2025Report Missing Financial Institution or Biller

Merged: Ability to input accrual month(s) for income / expense

Closed Abi Pop 16 views 0 comments 1 point Most recent by Abi Pop March 2025Feature Requests

Merged: Baselane Integration

Closed stephaniemcastilla 1 view 0 comments 1 point Most recent by stephaniemcastilla March 2025Report Missing Financial Institution or Biller

1

Please Add CitiBank Personal Loans [Edited]

Active Vinorixus 11 views 0 comments 1 point Most recent by Vinorixus March 2025Report Missing Financial Institution or Biller

Merged: Accounts List is difficult to read (edited)

Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests

4

Add the URL for Recurring Bills to take you to the company's site to pay your bill (edited)

Active tamala73 51 views 4 comments 4 points Most recent by toneybarber March 2025Feature Requests

Merged: QBP: Add reoccurring messages at the bottom of invoices [Edited]

Closed Glenn C 1 view 0 comments 1 point Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests

10

QBP: Ability to create a default Invoice 'Message' for each Client (edited)

Active Amnesiac 72 views 2 comments 10 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests

3

QBP: Ability to send month end statements to clients [Edited]

Active Glenn C 11 views 0 comments 3 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests

5

QBP: Ability to turn off ready to bill Items on Invoices [Edited]

Active Glenn C 11 views 0 comments 5 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests

Merged: Shellpoint Mortgage

Closed smaritz21 1 view 0 comments 1 point Most recent by smaritz21 March 2025Report Missing Financial Institution or Biller

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