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Discussion List

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  Recurring Transactions with programmable variables (edited)

  Active avihawver 82 views 1 comment 2 points Most recent by Coach Natalie December 2024Feature Requests
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  Ability to import transactions from a PDF (edited)

  Active sacrophyte 39 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
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  QBP: Ability to edit and delete Projects (edited)

  Active Flopbot 35 views 1 comment 4 points Most recent by Coach Natalie December 2024Quicken Business & Personal Feature Requests
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  Expand the time range on Watchlists/Ability to set a custom range (edited)

  Active Max1223 187 views 10 comments 11 points Most recent by RobWilk December 2024Feature Requests
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  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 33 views 2 comments 4 points Most recent by Jenny T December 2024Feature Requests
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  Need Mortgage bank added- Servbank

  Active rconnjr 161 views 8 comments 7 points Most recent by clintval December 2024Report Missing Financial Institution
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  Reports - Rollup third level category to second level and then top level

  Active RickS 32 views 1 comment 6 points Most recent by DannyB December 2024Feature Requests
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  Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

  Active DannyB 44 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests
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  Merged: Option to not automatically exclude Transfers (edited)

  Closed Randy17485 31 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests
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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 63 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
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  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 21 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
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  Split out housing costs as a top-level category in the Spending Plan

  Active tylermdunn 16 views 2 comments 0 points Most recent by SRC54 December 2024Feature Requests
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  Schwab Retirement Technologies

  Active chrisnre 207 views 6 comments 3 points Most recent by mbaylor December 2024Report Missing Financial Institution
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  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 1 view 1 comment 1 point Most recent by Coach Natalie December 2024Feature Requests
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  Guaranteed Rate Mortgage

  Active jstraw 44 views 2 comments 5 points Most recent by abcdef December 2024Report Missing Financial Institution
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  Savings Goal: Add Ignored Icon

  Active Flopbot 21 views 2 comments 4 points Most recent by Coach Natalie November 2024Feature Requests
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  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 14 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 135 views 2 comments 2 points Most recent by brianperry263 November 2024Feature Requests
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  Web App: Display the full category path when searching the categories list on transactions

  Active asheroto 22 views 0 comments 2 points Started by asheroto November 2024 Feature Requests
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  27

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  Continuous Savings Goal

  Active Chanse 228 views 6 comments 27 points Most recent by DannyB November 2024Feature Requests
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  Ability to import QIF files (edited)

  Active rminnich 113 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests
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  Merged: Additional Account Information such as credit card expiration date and a Notes field [Edite…

  Closed LatAmSojourner 1 view 0 comments 1 point Started by LatAmSojourner November 2024 Feature Requests
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  Bills & Income Summary: Ability to see excluded reminder totals (edited)

  Active Mountain Man 12 views 0 comments 2 points Started by Mountain Man November 2024 Feature Requests
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  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 115 views 5 comments 6 points Most recent by RobWilk November 2024Feature Requests
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  Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

  Active Flopbot 28 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests
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  Merged: Full Payee descriptions are needed (edited)

  Closed RobjWill718 1.1K views 0 comments 77 points Most recent by Flopbot November 2024Feature Requests
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  Merged: Date of Chase CC transactions

  Closed mllcpa 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
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  Add a Cash Flow Report (edited)

  Active Sierra 22 views 0 comments 4 points Started by Sierra November 2024 Feature Requests
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  Merged: iPhone/iPad Widget to Track Remaining Budget for Specific Categories

  Closed estebanV 1 view 0 comments 1 point Started by estebanV November 2024 Feature Requests
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  Merged: Add Notes to Planned Spending Items in the Spending Plan

  Closed estebanV 1 view 0 comments 1 point Started by estebanV November 2024 Feature Requests