Feature Request

75

Up Down

Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

Active purdnost 1.3K views 38 comments 75 points Most recent by Kevp123 August 2025Feature Requests
1

Up Down

Ability to add a one time income or expense event to the retirement planner (edited)

Active superalloy 11 views 0 comments 1 point Started by superalloy August 2025 Feature Requests
27

Up Down

Watchlists that can handle income rather than expenses

Active bleen 122 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
Merged: Enhancement Request to Planned Spend: Overspent & Overall

Closed jerryvetter 1 view 0 comments 0 points Started by jerryvetter August 2025 Using the Spending Plan
17

Up Down

Delete the associated Tag when a Savings Goal is deleted (edited)

In Review pawebb 261 views 9 comments 17 points Most recent by Max1223 August 2025Feature Requests
20

Up Down

Handle Linking and Categorizing Transfer Transactions Better (edited)

Active emarzock 162 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
49

Up Down

Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 419 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
0

Up Down

Investment Transactions should not categorize "Fees" as an expense (edited)

Active wombatstew 34 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
7

Up Down

Link Refunds with Purchases to Net Out Spending Amounts

Active Trusia55 42 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
-2

Up Down

Move the "delete" button to the left when deleting transactions, and make it a trash can icon

Dick_Davis 42 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
1

Up Down

Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

Dick_Davis 32 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
3

Up Down

Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

missyrae7 22 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
1

Up Down

Icons for Transaction Types

Active Dick_Davis 22 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
6

Up Down

Add a comparison view to Watchlists (edited)

Active Max1223 141 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
23

Up Down

Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 344 views 8 comments 23 points Most recent by DannyB August 2025Feature Requests
1

Up Down

Expand the "Hide Cents" option across all Reports

alkaboy 34 views 3 comments 1 point Most recent by SRC54 August 2025Feature Requests
10

Up Down

Ability to deactivate or hide a category that is no longer in use

Active nylhsa3 41 views 2 comments 10 points Most recent by EL1234 August 2025Feature Requests
7

Up Down

Option to auto-end a Recurring Series once total amount has been reached (edited)

Active ccrawford 32 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
32

Up Down

Recurring Savings Goals year over year/ability to restart Goals (edited)

Active MommaCma 183 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
7

Up Down

Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 76 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
2

Up Down

Download check images from the bank (edited)

Active Oren 1 view 0 comments 2 points Started by Oren August 2025 Feature Requests
9

Up Down

Savings Goal - Add New Types

Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
2

Up Down

The Spending and Income Dashboard cards should have y-axis gridlines (edited)

alkaboy 1 view 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
3

Up Down

Add a List View to Savings Goals (edited)

Active ajcrush 1 view 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
7

Up Down

Ability to view the past in Projected Cash Flow (edited)

Active Jerrod 22 views 0 comments 7 points Started by Jerrod August 2025 Feature Requests
2

Up Down

Year-End Report Notation Log (edited)

Michael23 11 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
11

Up Down

Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 276 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
6

Up Down

Change negative numbers in the Accounts List to a red font (edited)

Cjared 12 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
11

Up Down

QBP: Create Separate Spending Plans for Each Business

Active DryHeat 136 views 11 comments 11 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests