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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 133 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

42

Ability to import QFX files (edited)

Active Phssthpok 2K views 15 comments 42 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 46 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 15 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 54 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 87 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 12 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

Merged: "Ctrl+A" followed by a "Backspace" does not delete all text in the Sear…

Closed torrents.stride 1 view 0 comments 1 point Most recent by torrents.stride March 2025Feature Requests

1

WA 529 Accounts (edited)

Active eaczon 3 views 0 comments 1 point Most recent by eaczon March 2025Report Missing Financial Institution or Biller

Merged: Please add Investor 360 as a financial institution

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

2

Add the SSA-1099 to the list of tax forms

Active Augie&Me 193 views 13 comments 2 points Most recent by DryHeat March 2025Feature Requests

1

Support for Old National Wealth Management Client Portal

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

3

Would like to add CSE FCU (csefcu.com) [edited]

Active Gavin love 83 views 8 comments 3 points Most recent by traider March 2025Report Missing Financial Institution or Biller

2

QBP: Make business "Usage" selector position consistent across all report screens

Active DryHeat 3 views 0 comments 2 points Most recent by DryHeat March 2025Feature Requests

Merged: Add ability to upload documents to Reminder instances and move to transaction when matched

Closed flintster_99 1 view 0 comments 1 point Most recent by flintster_99 March 2025Feature Requests

Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests

1

People’s Trust Company

Active Grsmith9118 1 view 0 comments 1 point Most recent by Grsmith9118 March 2025Report Missing Financial Institution or Biller

Merged: Ability to save the selection of columns within transaction window

Closed USAviator 11 views 0 comments 1 point Most recent by DryHeat March 2025Feature Requests

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests

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