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Request to add Vestwell 401K (edited)

newjackswing4ever 239 views 8 comments 13 points Most recent by lafloofy May 23Report Missing Financial Institution or Biller
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Transaction Rule to trim template text from Payee Names (edited)

Active randy-sk 43 views 2 comments 5 points Most recent by AndyM! AndyM! May 23Feature Requests
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Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

Active SRC54 42 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
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Ability to set a Time Zone (edited)

Active Earth Saras 36 views 4 comments 2 points Most recent by Earth Saras May 22Feature Requests
179

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Public API (edited)

Active jlkweb12 5.1K views 74 comments 179 points Most recent by gareginordyan May 22Feature Requests
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JP Morgan Vestwell

Active Ditch 15 views 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
Merged: Inspira Financial 401(k) Rollover IRA Connection

Closed Ditch 1 view 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
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Missing Financial Institution: Inspira Financial (formerly PayFlex)

Active jmille22 328 views 10 comments 10 points Most recent by Ditch May 21Report Missing Financial Institution or Biller
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Ability to assign different Payees to Split Transactions (edited)

Active esender 144 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests
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QBP: Ability to categorize invoice items as expenses (edited)

Active Brenda1 11 views 0 comments 1 point Started by Brenda1 May 20 Quicken Business & Personal Feature Requests
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QBP: Ability to discount specific items on invoices (edited)

Active Brenda1 1 view 0 comments 2 points Started by Brenda1 May 20 Quicken Business & Personal Feature Requests
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Ability to view Subcategories in Watchlists (edited)

Active jsy42 73 views 5 comments 9 points Most recent by MishaM May 20Feature Requests
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Ability to Reopen Closed Accounts (edited)

Active SZR 1.1K views 28 comments 75 points Most recent by SRC54 May 19Feature Requests
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Ability to sort the data in reports, such as sorting categories by amount (edited)

Chris Davis 35 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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Ability to sort and group the Saved Reports list (edited)

Steve M 21 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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Notes/Memo field on recurring transaction setup (1 Merged Vote)

Active jasondmcgee 446 views 28 comments 62 points Most recent by EL1234 May 17Feature Requests
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Ability to sort transactions with the same date/Add a sorting logic (edited)

Active RobWilk 22 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
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Ability to limit date range of downloaded transactions during the initial connection (edited)

Active DryHeat 33 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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Ability to Download/Print the Category List with Subcategories (edited)

Active Rick K. 513 views 9 comments 15 points Most recent by HeyHeyHoHo May 16Feature Requests
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Mobile App: Add a 'By Account' view to Savings Goals (edited)

Active KP_9 21 views 1 comment 4 points Most recent by KP_9 May 14Feature Requests
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Add a "notes" section [edited] (1 Merged Vote)

Active jfmclaugh 283 views 16 comments 26 points Most recent by Shb May 13Feature Requests
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Support multiple currencies

Active robert 2.2K views 48 comments 68 points Most recent by Shb May 13Feature Requests
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QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Active gpobrien001 87 views 9 comments 13 points Most recent by moneymoneymoney111 May 11Quicken Business & Personal Feature Requests
Merged: QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

Closed moneymoneymoney111 81 views 0 comments 5 points Most recent by apartment21 May 11Quicken Business & Personal Feature Requests
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Osaic and Equipt

Active jimsug 467 views 38 comments 21 points Most recent by BDUBS May 11Report Missing Financial Institution or Biller
Merged: Automatic receipt scan/upload, attach to an entry, and proper export

Closed en-chuan 1 view 0 comments 1 point Started by en-chuan May 11 Feature Requests
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Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

Active iamsenthilprabu 165 views 5 comments 16 points Most recent by en-chuan May 11Feature Requests
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Ability to connect to the AI Chatbot Claude (edited)

Active Kguess 40 views 0 comments 3 points Started by Kguess May 9 Feature Requests
Merged: Add Vestwell 401k

Closed Fiera24 41 views 0 comments 11 points Started by Fiera24 May 8 Report Missing Financial Institution or Biller
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Bill Connect: Georgia Power (edited)

Active user293842894235 12 views 1 comment 2 points Most recent by SRC54 May 8Report Missing Financial Institution or Biller