Completed

Discussion List

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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 82 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 221 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  15
  Principal Financial

  Completed Closed System 1.3K views 34 comments 15 points Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 1K 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 5.3K 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 244 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 61 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 175 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 2K 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 22 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 82 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 141 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 101 385 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 241 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 97 views 3 comments 3 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
• 
  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 192 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 51 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
• 
  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 663 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 21 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
• 
  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 311 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
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  75
  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Completed Closed JTerbeek 1.3K views 39 comments 75 points Most recent by purdnost July 2025Feature Requests
• 
  2
  Add DC College Savings Plan Aggregator URL (edited)

  Completed Closed dcsaver 91 views 7 comments 2 points Most recent by Coach Natalie July 2025Report Missing Financial Institution or Biller
• 
  4
  Spending Plan: Income should be separate from bills and saving

  Completed Closed Chrobrego 101 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  14
  Add Support for Upgrade.com

  Completed Closed brandon 401 views 24 comments 14 points Most recent by Coach Natalie July 2025Report Missing Financial Institution or Biller
• 
  13
  How about added support for Gemini? (1 Merged Vote)

  Completed Closed triathlete23 484 views 12 comments 13 points Most recent by Coach Natalie July 2025Report Missing Financial Institution or Biller
• 
  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 544 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 24 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests