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Discussion List

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  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Started by SCT41 December 2025 Feature Requests
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  Merged: Filter by Date for Transactions grid or list

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

  Active MrMcNuggets 1 view 0 comments 1 point Started by MrMcNuggets December 2025 Report Missing Financial Institution
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 374 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 1 view 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 1 view 0 comments 1 point Started by DryHeat November 2025 Feature Requests
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  Integrate with ChatGPT (edited)

  Active hokuto 11 views 0 comments 1 point Started by hokuto November 2025 Feature Requests
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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 369 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 465 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Balance Sheet date specific

  Closed RASA 1 view 0 comments 2 points Most recent by moneymoneymoney111 November 2025Feature Requests
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 23 views 0 comments 4 points Started by RASA November 2025 Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 3 views 0 comments 3 points Started by RASA November 2025 Feature Requests
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 103 views 3 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Merged: User defined duration for watchlists

  Closed nrp06 1 view 0 comments 3 points Most recent by SRC54 November 2025Feature Requests
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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 41 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 982 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  Merged: Support for Extended Transaction Details (AKA Extended Details)

  Closed 110011 1 view 0 comments 1 point Started by 110011 November 2025 Feature Requests
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  Merged: Sorting Watchlist in the Mobile App

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

  MikeZ 42 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 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 83 views 7 comments 11 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Most used category list at top of web App

  Closed N4KHQ 1 view 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 61 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 33 views 2 comments 14 points Most recent by RobWilk November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 163 views 8 comments 14 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 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