Completed

Discussion List

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  1
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 13 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed Closed HSC 286 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Flourish

  Completed Closed Duke0486 37 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
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  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 46 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller
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  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.2K 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 508 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 822 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 80 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 80 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 214 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 or Biller
• 
  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 982 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 5.2K 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 220 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 63 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
• 
  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 174 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.7K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  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
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  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 25 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 84 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
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  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 23 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 143 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 373 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
• 
  15
  Bill Connect: Chase Credit Cards (edited)

  Completed Closed Jaydam 236 views 7 comments 15 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
• 
  3
  QBP: Ability to Create Estimates (edited)

  Completed Closed Contractor 92 views 3 comments 3 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 195 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 49 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
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  112
  Northwestern Mutual Life Insurance

  Completed Closed todd1 3.3K views 81 comments 112 points Most recent by Ebo11 August 2025Report Missing Financial Institution or Biller
• 
  51
  Support for Stash

  Completed Closed zemerick 655 views 41 comments 51 points Most recent by Coach Natalie August 2025Report Missing Financial Institution or Biller
• 
  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 22 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests