Completed

Discussion List

• 
  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 81 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
• 
  17
  Transamerica Retirement

  Completed Closed brittny 905 views 13 comments 17 points Most recent by suL33T June 2025Report Missing Financial Institution or Biller
• 
  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 181 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
• 
  18
  Profit & Loss Report

  Completed Closed Charles Collins 713 views 22 comments 18 points Most recent by Coach Natalie May 2025Feature Requests
• 
  160
  Update next reminder amount for credit cards automatically using the account balance (edited)

  Completed Closed y11 6.9K views 146 comments 160 points Most recent by Coach Natalie April 2025Feature Requests
• 
  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
• 
  7
  QBP: Ability to disable unused business categories

  Completed Closed msw 102 views 3 comments 7 points Most recent by Coach Tara March 2025Quicken Business & Personal Feature Requests
• 
  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Closed Doug Hall 175 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests
• 
  0
  Integrate Quicken Simplifi with TurboTax (edited)

  Completed Closed Bill from Colorado 812 views 9 comments 0 points Most recent by Coach Natalie March 2025Feature Requests
• 
  4
  Move the Interval Refresh Icon to the left of the account name (edited)

  Completed Closed MWA 42 views 7 comments 4 points Most recent by Flopbot March 2025Feature Requests
• 
  4
  QBP: Ability to add logos to invoices (edited)

  Completed Closed Flopbot 164 views 10 comments 4 points Most recent by Flopbot February 2025Quicken Business & Personal Feature Requests
• 
  38
  Ability to use multiple accounts for "Saved so far" in Savings Goal setup [edited] (1 Merged Vote)

  Completed Closed kwimmer 704 views 18 comments 38 points Most recent by Coach Natalie February 2025Feature Requests
• 
  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 316 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests
• 
  7
  Tax Planning Capabilities

  Completed Closed bencarroll 91 views 1 comment 7 points Most recent by Coach Natalie February 2025Feature Requests
• 
  36
  Change date of Savings Goal contribution

  Completed Closed akafritz 513 views 14 comments 36 points Most recent by Coach Natalie January 2025Feature Requests
• 
  34
  Retirement Savings Goal/Planner (edited)

  Completed Closed rickey 801 views 11 comments 34 points Most recent by Coach Natalie January 2025Feature Requests
• 
  20
  Robinhood Gold Credit Card

  Completed Closed BluePianoFan 1.7K views 60 comments 20 points Most recent by Coach Natalie December 2024Report Missing Financial Institution or Biller
• 
  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed Closed RSKadish 1.6K views 57 comments 161 points Most recent by Matt Anfang December 2024Feature Requests
• 
  99
  Ability to schedule account updates [edited] (1 Merged Vote)

  Completed Closed TVee54 1.4K views 50 comments 99 points Most recent by EL1234 December 2024Feature Requests
• 
  5
  Ability to disable automatic bank syncing upon login (edited)

  Completed Closed Ryan M. 32 views 2 comments 5 points Most recent by Coach Natalie December 2024Feature Requests
• 
  35
  Ability to choose which connected accounts get updated (edited)

  Completed Closed jfmclaugh 323 views 12 comments 35 points Most recent by Coach Natalie December 2024Feature Requests
• 
  7
  Ability to close out/release all Planned Spending expenses at one time (edited)

  Completed Closed UrsulaA 71 views 1 comment 7 points Most recent by UrsulaA December 2024Feature Requests
• 
  2
  Auto release unspent Planned Spending funds at end of the month (edited)

  Completed Closed dfeinst 31 views 1 comment 2 points Most recent by UrsulaA December 2024Feature Requests
• 
  1
  Mobile 4.0.0: Put decimal on first keyboard page/make automatic when creating transactions (edited)

  Completed Closed RobWilk 182 views 5 comments 1 point Most recent by RobWilk October 2024Feature Requests
• 
  2
  Allow for Child Support Category to be edited as Income and not default as Expense

  Completed Closed ChristinaSeattle 31 views 2 comments 2 points Most recent by Coach Natalie October 2024Feature Requests
• 
  150
  Please create a native iPad App (7 Merged Votes)

  Completed Closed jeffzacharias 2.8K views 87 comments 150 points Most recent by Coach Natalie September 2024Feature Requests
• 
  15
  Tablet Support for Mobile App

  Completed Closed hikerspath 301 views 10 comments 15 points Most recent by Coach Natalie September 2024Feature Requests
• 
  8
  Add back Interactive Brokers

  Completed Closed Jodi Edgar 201 views 8 comments 8 points Most recent by Coach Natalie September 2024Report Missing Financial Institution or Biller
• 
  18
  Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

  Completed Closed aldas 423 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests
• 
  1
  Credit Score: Display a graph that shows score history over a selected period of time (edited)

  Completed Closed BlueGrits 22 views 2 comments 1 point Most recent by Coach Natalie September 2024Feature Requests