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Discussion List

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

  Active Glenn C 13 views 0 comments 3 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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  QBP: Ability to turn off ready to bill Items on Invoices [Edited]

  Active Glenn C 13 views 0 comments 5 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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  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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  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
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  WA 529 Accounts (edited)

  Active eaczon 3 views 0 comments 1 point Most recent by eaczon March 2025Report Missing Financial Institution or Biller
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  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
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  Add the SSA-1099 to the list of tax forms

  Active Augie&Me 257 views 13 comments 2 points Most recent by DryHeat March 2025Feature Requests
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  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 2 views 0 comments 1 point Most recent by tagtyoureit March 2025Report Missing Financial Institution or Biller
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  Would like to add CSE FCU (csefcu.com) [edited]

  Active Gavin love 127 views 8 comments 3 points Most recent by traider March 2025Report Missing Financial Institution or Biller
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  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 14 views 0 comments 2 points Most recent by DryHeat March 2025Feature Requests
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  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
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  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
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  People’s Trust Company

  Active Grsmith9118 2 views 0 comments 1 point Most recent by Grsmith9118 March 2025Report Missing Financial Institution or Biller
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  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
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  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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  Merged: Ability to Default Account Folding and Order

  Closed danielwhite8425 1 view 0 comments 1 point Most recent by danielwhite8425 March 2025Feature Requests
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  Merged: Transaction linking to goals

  Closed Jaiden 1 view 0 comments 1 point Most recent by Jaiden March 2025Feature Requests
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  Add an "overspent" visual cue to Planned Spending (edited)

  Active jsy42 56 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 1 view 0 comments 1 point Most recent by MtnCreed March 2025Feature Requests
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Most recent by Max1223 March 2025Feature Requests
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  Add more identifying info to the bank MFA screen so we know what account it's for (edited)

  Active simplif 56 views 1 comment 1 point Most recent by simplif March 2025Feature Requests
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  Undo option

  Active Jedp 794 views 19 comments 53 points Most recent by UrsulaA March 2025Feature Requests
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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 26 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests
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  Merged: Waterfall chart for month to month, quarterly, and yearly spending

  Closed Luisito277 1 view 0 comments 1 point Most recent by Luisito277 March 2025Feature Requests
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  Add UMB "Card Center Direct" (edited)

  Active gmac 191 views 6 comments 1 point Most recent by Coach Kristina March 2025Report Missing Financial Institution or Biller
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  Merged: Workday paystub import into Simplifi

  Closed Luisito277 1 view 0 comments 1 point Most recent by Luisito277 March 2025Feature Requests
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  Add broken down "subgoals" to Savings Goals (edited)

  Active RobWilk 46 views 3 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 25 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 233 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests