Active

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Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

Active Bob2763 13 views 0 comments 2 points Started by Bob2763 February 5 Feature Requests
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Dashboard Option to Remove '👋 Hello, <Name>'

mcorbeille 22 views 2 comments 8 points Most recent by TwelveSilverPennies February 5Feature Requests
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Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

Active SRC54 21 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
Merged: Allow deletion of all business categories (edited)

Closed Midwest867 13 views 0 comments 1 point Started by Midwest867 February 4 Feature Requests
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QBP: Ability to delete ALL business categories (edited)

Active Flopbot 125 views 7 comments 10 points Most recent by Midwest867 February 4Quicken Business & Personal Feature Requests
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Add a historical month-by-month Spending Plan Report (edited)

Active DryHeat 84 views 7 comments 11 points Most recent by EL1234 February 3Feature Requests
Merged: Transaction Filter

Closed wck_austin 1 view 0 comments 1 point Started by wck_austin February 3 Feature Requests
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Support for Cinefi

Active fortitood 8 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution or Biller
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Ability to Download or Export Portfolio Holdings (edited)

Active Dcosmo624 62 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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Ability to filter transactions by day of month (edited)

Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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Add the Transaction Date to the Taxes Report (edited)

Active tmucsu 14 views 0 comments 3 points Started by tmucsu February 2 Feature Requests
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Add support for Investor360

Active Ken M 798 views 35 comments 11 points Most recent by Tabbykat 403 February 2Report Missing Financial Institution or Biller
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Allow a manual update of the balance on manual accounts (edited)

Active scottnliz 3.3K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
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Add an Account column to Bills and Income in the Spending Plan (edited)

Active Gaberino 27 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
Merged: Show Account in all sections of Spending Plan

Closed jaywgraham 11 views 0 comments 2 points Started by jaywgraham February 1 Feature Requests
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Please add EquatePlus to Simplifi

Active woodswayne 502 views 16 comments 22 points Most recent by rscotton January 31Report Missing Financial Institution or Biller
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Add a Tax Line item for HSA contributions [Edited]

vladinator 13 views 0 comments 1 point Started by vladinator January 31 Feature Requests
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Ability to hide cents for accounts in the Accounts List (edited)

Donnie S 29 views 2 comments 2 points Most recent by bobthemoneyguy January 31Feature Requests
Merged: Add a "Hide cents" option to more parts of Quicken Simplifi [Edited]

Closed bobthemoneyguy 11 views 0 comments 0 points Started by bobthemoneyguy January 31 Feature Requests
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Osaic and Equipt

Active jimsug 282 views 27 comments 19 points Most recent by BDUBS January 30Report Missing Financial Institution or Biller
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Guaranteed Rate Mortgage

Active jstraw 42 views 3 comments 5 points Most recent by mthoman1 January 30Report Missing Financial Institution or Biller
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Uphold

Active wts 1 view 0 comments 1 point Started by wts January 29 Report Missing Financial Institution or Biller
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Revolut banking

Active mattk 367 views 5 comments 11 points Most recent by wts January 29Report Missing Financial Institution or Biller
Merged: Revolut Bank

Closed wts 1 view 0 comments 1 point Started by wts January 29 Report Missing Financial Institution or Biller
94

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Net Worth Report: Start tracking balances on the date of opening transaction (edited)

Active RobWilk 1.6K views 50 comments 94 points Most recent by SRC54 January 28Feature Requests
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Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

Active SRC54 26 views 1 comment 6 points Most recent by SRC54 January 28Feature Requests
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QBP: Ability to delete Projects

Active cyberstackn 24 views 2 comments 3 points Most recent by DryHeat January 28Quicken Business & Personal Feature Requests
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Show Splits Upon Hover in Transaction Activity (edited)

Active AZSharps 106 views 3 comments 11 points Most recent by Coach Natalie January 28Feature Requests
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Simple analysis added to Reports (edited)

Active chae1020 33 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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Please add People First Federal Credit Union

Active B_H 14 views 5 comments 2 points Most recent by B_H January 27Report Missing Financial Institution or Biller