Discussion List

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  Business Categories vs. Personal Categories

  Flopbot 16 views 2 comments 2 points Most recent by Flopbot April 25Business Categories
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  Automatically categorize imported transactions for manual accounts (edited)

  Active Dillon 5 views 0 comments 1 point Started by Dillon April 23 Feature Requests
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  How do Planned Spending Expenses change over time?

  SavingPennies4Boba 26 views 5 comments 0 points Most recent by Coach Jon April 22Using the Spending Plan
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  Mobile App: Improve toggle functions when creating a Category (edited)

  Active Micky1701 35 views 8 comments 1 point Most recent by Micky1701 April 14Feature Requests
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  Unable to delete business categories after downgrading to a personal-only subscription

  System 65 views 26 comments 0 points Most recent by Coach Natalie April 3Report a Bug
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.5K views 56 comments 193 points Most recent by Max1223 March 29Feature Requests
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 5 views 0 comments 1 point Started by USAviator March 21 Feature Requests
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 5 views 0 comments 1 point Started by MtnCreed March 19 Feature Requests
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  10

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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 670 views 20 comments 10 points Most recent by barncrow March 19Feature Requests
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  Customize categories?

  Answered ✓ Closed neencollc 167 views 9 comments 0 points Most recent by Coach Tara March 18Business Categories
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  QBP: Ability to disable unused business categories

  Completed Closed msw 90 views 3 comments 7 points Most recent by Coach Tara March 18Quicken Business & Personal Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 37 views 4 comments 1 point Most recent by Max1223 March 14Feature Requests
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  Charting Subcategories

  Closed MaverickNH 27 views 1 comment 0 points Most recent by kftrendy March 5Categories and Tags
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  Principal 401k Transactions

  Answered ✓ Closed futurepotato 36 views 1 comment 0 points Most recent by Coach Kristina March 2Managing Your Transactions
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 121 views 8 comments 2 points Most recent by Flopbot February 22Feature Requests
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  Add Medical Tax Line Items (edited)

  Active explorer2024 13 views 2 comments 4 points Most recent by DryHeat February 22Feature Requests
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  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 12 views 1 comment 1 point Most recent by Coach Jon February 14Categories and Tags
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  Tax Forms [hover] descriptions are a nice feature

  Closed Max1223 13 views 1 comment 2 points Most recent by Coach Natalie February 13Feedback
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  Spending Plan doesn't recognize third level categories

  Closed Then13 64 views 7 comments 1 point Most recent by Coach Jon February 12Report a Bug
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  Categorizing distributions from retirement investment accounts

  Closed Sandra W. 61 views 3 comments 0 points Most recent by DannyB February 6Managing Your Transactions
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.3K views 0 comments 10 points Started by Coach Natalie February 4 Updates From the Product Team
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  Tax Line Items: Missing an assignment location for self-employed health insurance (edited)

  Active fcb 50 views 6 comments 2 points Most recent by fcb February 3Feature Requests
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  [ONGOING] 2/3/25: Restored Categories - How to Handle

  Coach Natalie 731 views 0 comments 0 points Started by Coach Natalie February 3 Known Product Issues
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 27 views 2 comments 0 points Most recent by Coach Natalie February 3Feedback
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  Make Bicycling a default subcategory under Auto & Transport

  Active mswire 23 views 3 comments 2 points Most recent by dsfreddy January 31Feature Requests
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  Tax Line Items

  Answered ✓ Closed RobWilk 13 views 1 comment 0 points Most recent by Coach Natalie January 28Feedback
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  Excluding"Hold" income from projected cash flow?

  Closed mikeyheights 41 views 7 comments 0 points Most recent by Coach Jon January 27Projected Cash Flow