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Discussion List

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  61

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 541 views 20 comments 61 points Most recent by patate1684 December 2025Feature Requests
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  3

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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 34 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  19

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 345 views 15 comments 19 points Most recent by SRC54 December 2025Feature Requests
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  18

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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 271 views 11 comments 18 points Most recent by DryHeat December 2025Feature Requests
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  9

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 189 views 9 comments 9 points Most recent by TiggerTrainer December 2025Feature Requests
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  6

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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 24 views 4 comments 6 points Most recent by TiggerTrainer December 2025Feature Requests
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  5

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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 25 views 2 comments 5 points Most recent by DannyB December 2025Feature Requests
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  59

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  Support multiple currencies

  Active robert 2K views 42 comments 59 points Most recent by Wayne December 2025Feature Requests
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  Add Rocket Loans

  Active Krick 34 views 0 comments 1 point Started by Krick December 2025 Report Missing Financial Institution
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  Merged: More Total Spending Report Categories

  Closed 6-1blonde 5 views 0 comments 1 point Started by 6-1blonde December 2025 Feature Requests
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 35 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 8 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 20 views 0 comments 2 points Started by SRC54 December 2025 Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 5 views 0 comments 1 point Started by SCT41 December 2025 Feature Requests
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  Metlife HSA (edited)

  Active FutureEye 167 views 13 comments 6 points Most recent by FutureEye December 2025Report Missing Financial Institution
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 3 views 0 comments 1 point Started by Ruonline December 2025 Feature Requests
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  Please add iTrustCapital

  Active MrMcNuggets 7 views 0 comments 1 point Started by MrMcNuggets December 2025 Report Missing Financial Institution
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  87

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

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 2025Feature Requests
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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 26 views 0 comments 3 points Started by DryHeat November 2025 Feature Requests
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 366 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 4 views 0 comments 1 point Started by PhoenixV November 2025 Feature Requests
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 4 views 0 comments 1 point Started by DryHeat November 2025 Feature Requests
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  Integrate with ChatGPT (edited)

  Active hokuto 12 views 0 comments 1 point Started by hokuto November 2025 Feature Requests
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  46

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 352 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 455 views 5 comments 5 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Balance Sheet date specific

  Closed RASA 7 views 0 comments 2 points Most recent by moneymoneymoney111 November 2025Feature Requests
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 43 views 3 comments 3 points Most recent by moneymoneymoney111 November 2025Quicken Business & Personal Feature Requests
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 17 views 0 comments 3 points Started by RASA November 2025 Feature Requests
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  2

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  Add an Account Type for Equity Accounts (edited)

  Active RASA 10 views 0 comments 2 points Started by RASA November 2025 Feature Requests
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  Merged: User defined duration for watchlists

  Closed nrp06 9 views 0 comments 3 points Most recent by SRC54 November 2025Feature Requests