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Discussion List

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  Merged: Basic calculator in Split Amount Field

  Closed danielwhite8425 1 view 0 comments 1 point Most recent by danielwhite8425 March 2025Feature Requests
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  Merged: Please Add Myfordbenefits

  Closed khow09 11 views 0 comments 3 points Most recent by Anna71194 March 2025Report Missing Financial Institution or Biller
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  Merged: Rule for tags in Quicken Simplifi

  Closed Dudley C Rose 1 view 0 comments 2 points Most recent by Dudley C Rose March 2025Feature Requests
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  Merged: Add Ability to Edit Savings Goal Start Date

  Closed Aviian 1 view 0 comments 2 points Most recent by RobWilk March 2025Feature Requests
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  Mobile App: Ability to create a Watchlist without an emoji (edited)

  Active MishaM 22 views 3 comments 1 point Most recent by Flopbot March 2025Feature Requests
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  Request for BMO Alto

  Active rajarajan31 445 views 17 comments 9 points Most recent by icyspace March 2025Report Missing Financial Institution or Biller
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  Ability to add or subtract Planned Spending funds without overwriting the original amount (edited)

  Active BenB 34 views 3 comments 1 point Most recent by Coach Natalie March 2025Feature Requests
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  Mobile App: Show the 'Available' amount when drilled into Spending Plan sections (edited)

  Active BenB 42 views 6 comments 1 point Most recent by Coach Natalie March 2025Feature Requests
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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 92 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
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  Merged: Planned expenses vs actual

  Closed John Dressel 1 view 0 comments 1 point Most recent by John Dressel March 2025Feature Requests
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  Keep Date Range in sync between the different Reports (edited)

  Active Eli 91 views 4 comments 12 points Most recent by mdbnj March 2025Feature Requests
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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 91 views 4 comments 10 points Most recent by NathanN March 2025Feature Requests
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  Please add Columbia Credit Union in Columbia, MO

  Active auxioneer 2 views 1 comment 1 point Most recent by Coach Kristina March 2025Report Missing Financial Institution or Biller
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  Show Previous Month Totals on Watchlist tiles (edited)

  Active quinnwolf 142 views 6 comments 8 points Most recent by MrDWPMAN March 2025Feature Requests
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  Merged: GETTING WATCHLIST TO DEFAULT TO PREVIOUS MONTH [Edited]

  Closed MrDWPMAN 1 view 0 comments 0 points Most recent by MrDWPMAN March 2025Feature Requests
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  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 3 views 0 comments 2 points Most recent by Flopbot March 2025Feature Requests
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  Savings Goals: Allow "Already Saved" amount to match Goal Amount

  Active RobWilk 13 views 0 comments 1 point Most recent by RobWilk March 2025Feature Requests
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  Please add Service Finance Company

  Active LBUser999 47 views 3 comments 5 points Most recent by jda258 March 2025Report Missing Financial Institution or Biller
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  Include Rollover Amounts in Planned Spending Notifications (edited)

  Active TiggerTrainer 21 views 3 comments 7 points Most recent by UrsulaA February 2025Feature Requests
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  Merged: Mobile App: Customize transaction swipe functions

  Closed MishaM 1 view 0 comments 1 point Most recent by MishaM February 2025Feature Requests
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  Mobile App: Ability to customize the swipe actions (edited)

  Active kidd 33 views 1 comment 3 points Most recent by MishaM February 2025Feature Requests
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  Merged: INVESTMENT AS INCOME

  Closed nogorman 1 view 0 comments 1 point Most recent by nogorman February 2025Feature Requests
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  Merged: Change holdings of accounts with automatic balance updates

  Closed Harley 1 view 0 comments 1 point Most recent by Harley February 2025Feature Requests
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  Merged: Estimated Quarterly Taxes

  Closed cyberstackn 11 views 0 comments 1 point Most recent by cyberstackn February 2025Feature Requests
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 147 views 8 comments 2 points Most recent by Flopbot February 2025Feature Requests
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  Add Medical Tax Line Items (edited)

  Active explorer2024 19 views 2 comments 4 points Most recent by DryHeat February 2025Feature Requests
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  Add UBS Mortgage

  Active JWV 116 views 7 comments 1 point Most recent by JWV February 2025Report Missing Financial Institution or Biller
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  Teachers Retirement System of NYC

  Active ericmacd 135 views 2 comments 5 points Most recent by gadig February 2025Report Missing Financial Institution or Biller
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  Add Savings Goal Name to Contribute and Withdraw windows (edited)

  Active ajbopp 63 views 4 comments 3 points Most recent by DannyB February 2025Feature Requests
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  Improve handling of transfers from US Dollar account to Canadian Dollar account

  Active DryHeat 1 view 0 comments 1 point Most recent by DryHeat February 2025Feature Requests