Completed

Discussion List

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  7
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed madmoondog 60 views 3 comments 7 points Most recent by Coach Natalie January 6Feature Requests
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  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed pkp 76 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  4
  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Dave5150 35 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
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  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed RobWilk 74 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  16
  Automatic Car Value Tracking

  Completed barryh 4K views 87 comments 16 points Most recent by RobWilk December 2025Feature Requests
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  1
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed rlorcro 17 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed HSC 275 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Flourish

  Completed Closed Duke0486 23 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution
• 
  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 42 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution
• 
  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.1K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 465 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 798 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
• 
  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 64 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 73 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 205 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  15
  Principal Financial

  Completed Closed System 1.2K views 34 comments 15 points Most recent by Coach Natalie November 2025Report Missing Financial Institution
• 
  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 901 views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 103 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
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  1
  Bill Connect: Costco for membership renewal (edited)

  Completed Closed RajOnTrack 56 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution
• 
  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 170 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
• 
  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.6K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
• 
  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 1.9K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
• 
  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 29 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
• 
  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 78 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
• 
  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 26 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution
• 
  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 139 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
• 
  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 371 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution
• 
  15
  Bill Connect: Chase Credit Cards (edited)

  Completed Closed Jaydam 193 views 7 comments 15 points Most recent by Coach Natalie October 2025Report Missing Financial Institution
• 
  3
  QBP: Ability to Create Estimates (edited)

  Completed Closed Contractor 76 views 3 comments 3 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests