Feature Request

Discussion List

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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 261 views 9 comments 17 points Most recent by Max1223 August 2025Feature Requests
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  20

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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 164 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  49

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  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 433 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
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  0

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  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 51 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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  7

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  Link Refunds with Purchases to Net Out Spending Amounts

  Active Trusia55 41 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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  -1

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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 41 views 5 comments -1 point Most recent by TexanTommy August 2025Feature Requests
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  1

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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 32 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  1

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  Icons for Transaction Types

  Active Dick_Davis 21 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  6

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  Add a comparison view to Watchlists (edited)

  Active Max1223 142 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
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  24

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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 363 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
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  7

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  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 31 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
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  32

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  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 214 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
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  7

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  Projected usage graph and notifications for Credit Cards (edited)

  Active scottnliz 81 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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  2

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  Download check images from the bank (edited)

  Active Oren 4 views 0 comments 2 points Most recent by Oren August 2025Feature Requests
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  9

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  Savings Goal - Add New Types

  Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
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  2

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  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 8 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  4

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  Add a List View to Savings Goals (edited)

  Active ajcrush 2 views 1 comment 4 points Most recent by Coach Natalie August 2025Feature Requests
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  7

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  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 21 views 0 comments 7 points Most recent by Jerrod August 2025Feature Requests
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  2

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  Year-End Report Notation Log (edited)

  Michael23 13 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  11

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 294 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  6

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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 11 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
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  11

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  QBP: Create Separate Spending Plans for Each Business

  Active DryHeat 149 views 11 comments 11 points Most recent by fcb August 2025Quicken Business & Personal Feature Requests
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  5

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  Recent 12 Months - Make this a full 365 days (edited)

  Active Jm1295 41 views 2 comments 5 points Most recent by Jm1295 August 2025Feature Requests
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  50

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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 575 views 26 comments 50 points Most recent by jagrock August 2025Feature Requests
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  9

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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 112 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 21 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  2

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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  67

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.3K views 33 comments 67 points Most recent by mschnei42 August 2025Feature Requests