Feature Request

Discussion List

• 
  6

  Up Down
  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 252 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests
• 
  1

  Up Down
  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 8 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
• 
  3

  Up Down
  Align flag color hues across the Web and Mobile Apps (edited)

  Active MatthewR 16 views 0 comments 3 points Started by MatthewR March 12 Feature Requests
• 
  21

  Up Down
  Ability to view any month in the Monthly Summary Report (edited)

  Active System 297 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
• 
  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 110 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 23 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
• 
  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
• 
  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 173 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
• 
  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 39 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
• 
  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 184 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 65 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
• 
  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 131 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
• 
  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 48 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
• 
  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
• 
  8

  Up Down
  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 55 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests
• 
  2

  Up Down
  Ability to edit the Tags tied to active Savings Goals (edited)

  Thaddeous 46 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
• 
  1

  Up Down
  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 5 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests
• 
  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 50 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
• 
  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 2.7K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
• 
  85

  Up Down
  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.7K views 59 comments 85 points Most recent by Yankster March 8Feature Requests
• 
  7

  Up Down
  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 76 views 4 comments 7 points Most recent by Jds March 8Feature Requests
• 
  5

  Up Down
  Color-coding categories in Reports

  Active snowboardsurfer 57 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
• 
  2

  Up Down
  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 35 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
• 
  1

  Up Down
  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 13 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
• 
  3

  Up Down
  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 25 views 1 comment 3 points Most recent by Coach Natalie March 5Feature Requests
• 
  2

  Up Down
  Save last used sort for investments portfolio (edited)

  Active disc2120 13 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
• 
  4

  Up Down
  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 25 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
• 
  81

  Up Down
  Add the ability to hide *ANY* account

  Active RobWilk 1.5K views 38 comments 81 points Most recent by ben510 March 5Feature Requests