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Discussion List

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 936 views 51 comments 99 points Most recent by RobWilk November 9Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk November 9Feature Requests
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 11 views 0 comments 1 point Started by jmyers98 November 8 Report Missing Financial Institution
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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 21 views 2 comments 3 points Most recent by DryHeat November 8Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 67 views 4 comments 14 points Most recent by DryHeat November 8Feature Requests
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 50 views 6 comments 6 points Most recent by SRC54 November 8Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 40 views 5 comments 3 points Most recent by bethimusprime November 7Feature Requests
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 5 views 0 comments 1 point Started by bethimusprime November 7 Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 34 views 3 comments 2 points Most recent by RobWilk November 7Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 41 views 8 comments 1 point Most recent by RobWilk November 7Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 107 views 16 comments 6 points Most recent by RobWilk November 7Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 28 views 3 comments 7 points Most recent by RobWilk November 7Feature Requests
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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 3 views 0 comments 1 point Started by blazyt November 6 Report Missing Financial Institution
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 928 views 26 comments 66 points Most recent by J_M_F November 6Feature Requests
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 39 views 7 comments 2 points Most recent by DryHeat November 5Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 8 views 0 comments 2 points Most recent by RobWilk November 5Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 4 views 0 comments 1 point Started by ferrulli November 5 Feature Requests
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 29 views 5 comments 9 points Most recent by Coach Natalie November 5Feature Requests
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  Cornerstone Bank VA Personal (edited)

  bcoth 34 views 4 comments 1 point Most recent by Coach Natalie November 5Report Missing Financial Institution
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  Merged: Alight Nightwing

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 5 Report Missing Financial Institution
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  Merged: Alight RTX

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 5 Report Missing Financial Institution
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  Kades Margolis

  Active Jason Csanyi 8 views 0 comments 1 point Started by Jason Csanyi November 5 Report Missing Financial Institution
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  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 85 views 13 comments 9 points Most recent by RobWilk November 4Feature Requests
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 319 views 13 comments 16 points Most recent by ryanflemington November 4Report Missing Financial Institution
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  CTFS - Canadian Tire Financial Services

  Active Alexmalta 926 views 24 comments 14 points Most recent by ryanflemington November 4Report Missing Financial Institution
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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 18 views 2 comments 6 points Most recent by PGLConsultant November 4Feature Requests
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 16 views 0 comments 2 points Started by RobWilk November 4 Feature Requests
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  Add Tax Form 4684

  Active gpolkga 7 views 0 comments 1 point Started by gpolkga November 3 Feature Requests
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  Bill Connect: Microsoft Office 365 (OneDrive)

  Active TiggerTrainer 6 views 0 comments 1 point Started by TiggerTrainer November 3 Report Missing Financial Institution
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  Bill Connect: AT&T

  Active ds824 21 views 4 comments 4 points Most recent by SRC54 November 3Report Missing Financial Institution