Feature Request

Discussion List

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  41

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  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 773 views 24 comments 41 points Most recent by eitanl27 July 2025Feature Requests
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  4

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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 21 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
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  11

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  System to easily locate duplicate transactions (edited)

  Active raffi 122 views 2 comments 11 points Most recent by ssoko July 2025Feature Requests
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  3

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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 1 view 0 comments 3 points Started by Brian Montague July 2025 Feature Requests
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  6

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  Show the Target when Contributing to Goal (edited)

  Active JTerbeek 41 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  4

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  Spending Plans for months when there is no income

  Active SJB 44 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  34

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  Watchlist should allow for combinations of categories, tags, accounts, etc [edited] (3 Merged Votes)

  Active TGP 323 views 19 comments 34 points Most recent by vchan July 2025Feature Requests
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  4

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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 34 views 1 comment 4 points Most recent by caution493 July 2025Feature Requests
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  2

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  Use 12-month average for Planned Spending (edited)

  NeroDrifter 23 views 1 comment 2 points Most recent by Coach Kristina July 2025Feature Requests
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  3

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  Planned Spending Categories - % Month Remaining

  Active thedudeman 41 views 3 comments 3 points Most recent by DryHeat July 2025Feature Requests
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  1

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  Ability to have the 'Manage Updates' feature reset every night at midnight (edited)

  Matt Z 22 views 5 comments 1 point Most recent by SRC54 July 2025Feature Requests
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  3

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  Ability to Copy & Paste Attachments (edited)

  Active aastol 1 view 0 comments 3 points Started by aastol July 2025 Feature Requests
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  1

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  QBP: Remove "completed" projects when invoicing a client (edited)

  TXSB 11 views 1 comment 1 point Most recent by Coach Jon July 2025Quicken Business & Personal Feature Requests
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  7

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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 111 views 4 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  7

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  Sum of Recurring Transaction for each tab of the Recurring section (edited)

  Active Wu-Tang Financials 61 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  30

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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 652 views 12 comments 30 points Most recent by EL1234 July 2025Feature Requests
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  27

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  Watchlists: Exclude Upcoming Reminders from 'Spent so far' amount (edited)

  Active CharlieP 336 views 19 comments 27 points Most recent by DryHeat July 2025Feature Requests
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  74

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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 161 views 12 comments 74 points Most recent by thklopper July 2025Feature Requests
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  11

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  Add “Split by Percentage” Option to splits. (edited)

  Active Flopbot 165 views 16 comments 11 points Most recent by SRC54 July 2025Feature Requests
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  7

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  Don't change target amounts in Planned Spending when releasing funds (edited)

  Active DryHeat 153 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
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  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 542 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 53 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
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  10

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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 242 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 21 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 81 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
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  18

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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 256 views 12 comments 18 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 1 view 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 52 views 4 comments 11 points Most recent by kgJettaIV July 2025Feature Requests