Feature Request

Discussion List

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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 22 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 83 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
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  17

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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 239 views 12 comments 17 points Most recent by azs0018 July 2025Feature Requests
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  1

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  Support password+token MFA options for E*Trade accounts (edited)

  Active JLR 10 views 0 comments 1 point Started by JLR July 2025 Feature Requests
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  4

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  Waterfall Chart for month to month income and spending

  Active jtjones0304 51 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  11

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  Customize Notifications by Account (edited)

  Active emfred 55 views 4 comments 11 points Most recent by kgJettaIV July 2025Feature Requests
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  4
  Change the order of the "Planning" section in new navigation menu (edited)

  Obsolete Closed DannyB 56 views 7 comments 4 points Most recent by DannyB July 2025Feature Requests
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  12

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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 63 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
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  2

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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 29 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  0

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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 14 views 0 comments 0 points Started by azs0018 July 2025 Feature Requests
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  7

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 87 views 5 comments 7 points Most recent by Coach Kristina July 2025Feature Requests
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  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Started by Karin C July 2025 Feature Requests
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  12

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  Ability to Share Reports (edited)

  Active Matt C 171 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
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  2

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  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 11 views 0 comments 2 points Started by azs0018 July 2025 Feature Requests
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  1

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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 28 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
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  6

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  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 42 views 2 comments 6 points Most recent by Jenny T July 2025Feature Requests
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  5

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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 74 views 8 comments 5 points Most recent by egal July 2025Feature Requests
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  2

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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 241 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests
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  8

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 108 views 5 comments 8 points Most recent by EL1234 July 2025Feature Requests
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  9

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  QBP: Recurring Invoices

  In Review mattbroffman 45 views 2 comments 9 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  3

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  QBP: Separate lines in the Notes field should appear on the Invoice as separate lines (edited)

  Active Marshall01 2 views 1 comment 3 points Most recent by Coach Natalie July 2025Quicken Business & Personal Feature Requests
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  3

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  QBP: Ability to remove the "Pay" part in the Invoice email sent to clients (edited)

  Active truk4u 20 views 3 comments 3 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2025 Feature Requests
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2025 Feature Requests
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  3

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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 1 view 0 comments 3 points Started by Marshall01 July 2025 Quicken Business & Personal Feature Requests
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  18

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  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 151 views 12 comments 18 points Most recent by sausab June 2025Feature Requests
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  1

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  Ability to add Attachments to each Split (edited)

  Dick_Davis 56 views 5 comments 1 point Most recent by EL1234 June 2025Feature Requests
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  5

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  Enter Spending Plan/Budget in Table View

  Active sNashville 416 views 14 comments 5 points Most recent by SRC54 June 2025Feature Requests