Feature Request

Discussion List

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  6

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  Ability to view Subcategories in Watchlists (edited)

  Active jsy42 71 views 4 comments 6 points Most recent by Coastal September 2025Feature Requests
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  10

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  End of year archive/processing (edited)

  Active rickthau 91 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 21 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 101 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 385 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 22 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  2

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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 52 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  6

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  If Payee is new, set Category to Uncategorized

  Active DavidB 23 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 52 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
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  8

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  Ability to search by check # (edited)

  EL1234 77 views 5 comments 8 points Most recent by mmmartian September 2025Feature Requests
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  61

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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.6K views 60 comments 61 points Most recent by Coach Kristina September 2025Feature Requests
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  8

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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 51 views 1 comment 8 points Most recent by moneymoneymoney111 September 2025Quicken Business & Personal Feature Requests
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  2

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  QBP: Ability to view Projected Income for Clients/Projects (edited)

  cloudquick 29 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
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  14

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  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 155 views 5 comments 14 points Most recent by Coach Natalie September 2025Feature Requests
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  4

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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 18 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  1

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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 50 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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  2

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  QBP: Need longer field for invoice number (edited)

  sidewalkboots 22 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  1

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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 566 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  3

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  Add a 'Tax Related' Filter Option (edited)

  Active gpolkga 23 views 3 comments 3 points Most recent by gpolkga September 2025Feature Requests
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  9

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  Allow Watchlists based on Flags

  Active ajbopp 63 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
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  41

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  Add Payees List/Ability to Manage Payees (edited)

  Active The Donovan 460 views 10 comments 41 points Most recent by Dick_Davis August 2025Feature Requests
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  15

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  Investment Tab Upgrades

  Active adizzlefoto 188 views 11 comments 15 points Most recent by Coach Natalie August 2025Feature Requests
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  8

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  iOS: Swipe right to go back

  Active Closed simplij 41 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
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  76

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

  Active purdnost 1.4K views 38 comments 76 points Most recent by Kevp123 August 2025Feature Requests
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  1

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

  Active superalloy 12 views 0 comments 1 point Most recent by superalloy August 2025Feature Requests
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  27

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  Watchlists that can handle income rather than expenses

  Active bleen 125 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
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  Merged: Enhancement Request to Planned Spend: Overspent & Overall

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

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

  In Review pawebb 266 views 9 comments 17 points Most recent by Max1223 August 2025Feature Requests