Completed

Discussion List

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  6
  Reports - Rollup third level category to second level and then top level

  Completed Closed RickS 51 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)

  Closed 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 Closed Dick_Davis 13 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 Closed IB1542 22 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 Closed Max1223 107 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 Closed Manny512 35 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 Closed afrancisco87 167 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 Closed the_scottster 63 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 Closed UrsulaA 123 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 Closed UrsulaA 31 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 Closed Stickboy 64 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 Closed System 32 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 Closed asheroto 42 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 Closed ChrisHardie 2.6K 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 Closed simplify39393 123 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 Closed amak 32 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 612 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 4.7K 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

  Closed alkaboy 61 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 53 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 131 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 4.9K 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 62 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 2.6K 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 85 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Closed Money Manager 162 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  1
  Kraken

  Completed Closed Kevin Steinke 33 views 1 comment 1 point Most recent by Coach Natalie February 11Report Missing Financial Institution or Biller
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.8K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 257 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests