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Discussion List

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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
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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 39 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 922 views 45 comments 34 points Most recent by flintster_99 November 2025Feature Requests
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  Merged: Support for Extended Transaction Details (AKA Extended Details)

  Closed 110011 4 views 0 comments 1 point Started by 110011 November 2025 Feature Requests
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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 512 views 20 comments 39 points Most recent by William Goicochea November 2025Feature Requests
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  Merged: Sorting Watchlist in the Mobile App

  Closed William Goicochea 4 views 0 comments 1 point Started by William Goicochea November 2025 Quicken Business & Personal Feature Requests
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 41 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 20 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 72 views 7 comments 9 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Most used category list at top of web App

  Closed N4KHQ 3 views 0 comments 1 point Started by N4KHQ November 2025 Feature Requests
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 65 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Implement Passkeys (edited)

  Active AzMurph 458 views 25 comments 30 points Most recent by SRC54 November 2025Feature Requests
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 26 views 2 comments 13 points Most recent by RobWilk November 2025Feature Requests
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 152 views 8 comments 14 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 24 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 5 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 32 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Active simplify39393 94 views 2 comments 2 points Most recent by bobodc1 November 2025Report Missing Financial Institution
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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 23 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 7 views 0 comments 1 point Started by JacksonHarding November 2025 Feature Requests
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  Reimbursement Tracker

  Active ajbopp 96 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  Support for Aven Credit Cards

  important influx 75 views 6 comments 2 points Most recent by SRC54 November 2025Report Missing Financial Institution
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  Bill Connect: ClickPay

  Active elbeh 15 views 0 comments 1 point Started by elbeh November 2025 Report Missing Financial Institution
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  73

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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 769 views 39 comments 73 points Most recent by DryHeat November 2025Feature Requests
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  Bill Connect: USAA Insurance (edited)

  elbeh 35 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution
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  Bill Connect: ExtraSpace Storage

  Active elbeh 11 views 0 comments 1 point Started by elbeh November 2025 Report Missing Financial Institution
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  Bill Connect: Southern California Edison

  elbeh 24 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 7 views 0 comments 2 points Started by budgetm8 November 2025 Feature Requests
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  2

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  Total Shareholder Return (TSR)

  Active ssoko 10 views 0 comments 2 points Started by ssoko November 2025 Feature Requests
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 51 views 6 comments 1 point Most recent by admarkowitz November 2025Report Missing Financial Institution