Feature Request

Discussion List

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  QBP: Ability to run reports using just invoices, not transactions (edited)

  Active epbiz 15 views 0 comments 1 point Most recent by epbiz February 24Quicken Business & Personal Feature Requests
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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 679 views 21 comments 9 points Most recent by EL1234 February 24Feature Requests
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  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 45 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 18 views 0 comments 3 points Most recent by Caradean28 February 20Feature Requests
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  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 41 views 2 comments 5 points Most recent by EL1234 February 20Feature Requests
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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 29 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
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  Automatically update accounts in the background without having to login (edited)

  Active bobluck 418 views 9 comments 34 points Most recent by AlbFer February 19Feature Requests
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 1.2K views 29 comments 66 points Most recent by SMSmith96 February 18Feature Requests
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  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 1.2K views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 7.1K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 202 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
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  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 142 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  Conversational AI Analytics

  Completed Closed ferndot 218 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  Ability to Filter Transactions by an Amount Range (edited)

  Completed Closed Money Manager 278 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  Merged: Additional Cash Flow Visibility

  Closed dblever1 1 view 0 comments 1 point Most recent by dblever1 February 12Feature Requests
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 18 views 0 comments 3 points Most recent by hyandow February 12Feature Requests
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  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 83 views 3 comments 7 points Most recent by sbennet1 February 11Feature Requests
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  Ability to use more than one account for Recurring Series (edited)

  Active 20THOR18 88 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Add a Check # field to the Create Transaction window (edited)

  Active dbuelke 177 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 113 views 4 comments 11 points Most recent by sbennet1 February 8Feature Requests
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  Active mollyj 96 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 54 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 2.6K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 17 views 0 comments 4 points Most recent by Bob2763 February 5Feature Requests
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  Dashboard Option to Remove '👋 Hello, <Name>'

  Active mcorbeille 70 views 2 comments 11 points Most recent by TwelveSilverPennies February 5Feature Requests
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 86 views 3 comments 3 points Most recent by Coach Natalie February 4Feature Requests