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Discussion List

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  7

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 42 views 4 comments 7 points Most recent by Yuan January 5Feature Requests
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  64

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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 1.1K views 23 comments 64 points Most recent by Colin2328 January 4Feature Requests
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  2

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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 72 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution
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  3

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  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 23 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
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  6

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  Ability to search for split amounts in transactions (edited)

  Active EL1234 26 views 2 comments 6 points Most recent by EL1234 January 3Feature Requests
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  4

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  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 21 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  48

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  Add Keyboard Shortcuts (edited)

  Active bickabah 495 views 25 comments 48 points Most recent by kaltorak January 3Feature Requests
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  16

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  Color coding tags/categories/accounts (edited)

  Active shinyllama 102 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  4

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  More generic/top level Planned Spend (edited)

  Active Flaviking 12 views 0 comments 4 points Started by Flaviking January 3 Feature Requests
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  3

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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 13 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 38 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to create Clients from the Create Project page (edited)

  Active Dick_Davis 12 views 0 comments 1 point Started by Dick_Davis January 2 Quicken Business & Personal Feature Requests
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  QBP: Ability to date Projects in the past (edited)

  Active Dick_Davis 2 views 0 comments 1 point Started by Dick_Davis January 2 Quicken Business & Personal Feature Requests
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  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 51 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution
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  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 12 views 0 comments 3 points Started by EL1234 January 2 Feature Requests
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  19

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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 172 views 9 comments 19 points Most recent by zbsh December 2025Feature Requests
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  5

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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 31 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  27

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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 428 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 11 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  Merged: Feature request: ability to save reports

  Closed Atamirny 1 view 0 comments 1 point Started by Atamirny December 2025 Feature Requests
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  Merged: Balance Column

  Closed roadrunner 11 views 0 comments -1 point Most recent by EL1234 December 2025Feature Requests
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  Merged: QBP: Ability to Delete a Business [Edited]

  Closed Mentor123 1 view 0 comments 3 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  43

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  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 698 views 19 comments 43 points Most recent by AlarmClock74 December 2025Feature Requests
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  Ability to create a new Recurring Series from the Reminders carousel (edited)

  Active EL1234 12 views 0 comments 1 point Started by EL1234 December 2025 Feature Requests
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  QBP: Ability to customize the navigation menu to hide business features (edited)

  Active Jake Pratt 21 views 0 comments 2 points Started by Jake Pratt December 2025 Quicken Business & Personal Feature Requests
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  Ability to automatically match and attach receipts (edited)

  Active NateTheGreat 97 views 5 comments 12 points Most recent by RobWilk December 2025Feature Requests
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  Merged: Attachment library for receipts

  Closed Dmholt 1 view 0 comments 1 point Started by Dmholt December 2025 Feature Requests
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  Add Desjardins (not Desjardins Bank NA or Desjardins Wealth Mgmt) [edited]

  Active Yanick Racicot 1K views 33 comments 3 points Most recent by PLSADDDESJARDINS December 2025Adding and Updating Accounts
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  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  9

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  Add Emojis/Icons for Categories (edited)

  Active MoneySkeets 215 views 9 comments 9 points Most recent by stacyvance December 2025Feature Requests