Feature Request

Discussion List

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  4
  Change the order of the "Planning" section in new navigation menu (edited)

  Obsolete Closed DannyB 52 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 62 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 33 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 12 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 85 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 184 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 33 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 44 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 82 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 254 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 115 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 44 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 1 view 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 21 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 164 views 12 comments 18 points Most recent by sausab June 2025Feature Requests
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  Ability to add Attachments to each Split (edited)

  Dick_Davis 53 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
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  7

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  Enter Spending Plan/Budget in Table View

  Active sNashville 434 views 14 comments 7 points Most recent by SRC54 June 2025Feature Requests
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  8

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  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 142 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Started by Money_Mister June 2025 Feature Requests
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  9

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  Add a Referral Program (edited)

  Active mattwikse 228 views 2 comments 9 points Most recent by Money_Mister June 2025Feature Requests
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  4

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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 12 views 0 comments 4 points Started by phixed June 2025 Feature Requests
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 24 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 28 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests