Completed

Discussion List

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  1
  Web App: Return the Projected Cash Flow Graph to its previous, larger display (edited)

  TCEnt 89 views 11 comments 1 point Most recent by EL1234 March 26Feature Requests
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 5.1K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests
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  40
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Completed Jbenz 534 views 32 comments 40 points Most recent by Coach Natalie March 18Feature Requests
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  6
  Reports - Rollup third level category to second level and then top level

  Completed RickS 59 views 5 comments 6 points Most recent by Coach Kristina March 14Feature Requests
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 102 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Dick_Davis 16 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed IB1542 20 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Max1223 102 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Manny512 38 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed afrancisco87 160 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed the_scottster 60 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed UrsulaA 117 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed UrsulaA 37 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  5
  Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)

  Completed Stickboy 68 views 4 comments 5 points Most recent by Coach Natalie March 10Feature Requests
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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed System 38 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed asheroto 48 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed ChrisHardie 2.5K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
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  2
  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed simplify39393 115 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed amak 28 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 576 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 3.1K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests
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  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 4.6K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests
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  1
  Expand the "Hide Cents" option across all Reports

  alkaboy 68 views 8 comments 1 point Most recent by alkaboy February 27Feature Requests
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests
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  6
  Combine Reports and the Transactions table

  Completed Closed AZSharps 51 views 4 comments 6 points Most recent by Coach Natalie February 27Feature Requests
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  9
  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Completed Closed jsy42 97 views 7 comments 9 points Most recent by Coach Natalie February 27Feature Requests
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  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 4.7K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 65 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  77
  Add support for BILT Rewards Mastercard

  Completed Closed 7brian 2.5K views 62 comments 77 points Most recent by RetiredGuy1952 February 13Report Missing Financial Institution or Biller
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  8
  Conversational AI Analytics

  Completed Closed ferndot 71 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests