Feature Request

Discussion List

• 
  1

  Up Down
  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
• 
  9

  Up Down
  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 12 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests
• 
  40

  Up Down
  Data transfer from Quicken

  In Review Shermani 4.3K views 40 comments 40 points Most recent by SapperKurt August 2025Feature Requests
• 
  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 311 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
• 
  33

  Up Down
  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 274 views 12 comments 33 points Most recent by Dick_Davis August 2025Feature Requests
• 
  9

  Up Down
  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 21 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests
• 
  1

  Up Down
  QBP: Combine unbilled project line items into one line on Invoices (edited)

  Active jsd742 1 view 0 comments 1 point Most recent by jsd742 July 2025Quicken Business & Personal Feature Requests
• 
  71

  Up Down
  Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote)

  Active JTerbeek 486 views 15 comments 71 points Most recent by KDC1996 July 2025Feature Requests
• 
  8

  Up Down
  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
• 
  2

  Up Down
  Mobile phone widget for adding a transaction (edited)

  Active K-rutt 2 views 0 comments 2 points Most recent by K-rutt July 2025Feature Requests
• 
  75
  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Completed Closed JTerbeek 1.3K views 39 comments 75 points Most recent by purdnost July 2025Feature Requests
• 
  1
  Add a horizontal scroll bar to Reports (edited)

  Already Offered Closed Kseniya 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests
• 
  4
  Spending Plan: Income should be separate from bills and saving

  Completed Closed Chrobrego 101 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
• 
  2

  Up Down
  Add a 'Text' option for Notifications (edited)

  Active Mosh 2 views 0 comments 2 points Most recent by Mosh July 2025Feature Requests
• 
  12

  Up Down
  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 104 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
• 
  41

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

  Active Tyrion 787 views 24 comments 41 points Most recent by eitanl27 July 2025Feature Requests
• 
  4

  Up Down
  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
• 
  11

  Up Down
  System to easily locate duplicate transactions (edited)

  Active raffi 121 views 2 comments 11 points Most recent by ssoko July 2025Feature Requests
• 
  3

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

  Active Brian Montague 1 view 0 comments 3 points Most recent by Brian Montague July 2025Feature Requests
• 
  6

  Up Down
  Show the Target when Contributing to Goal (edited)

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

  Up Down
  Spending Plans for months when there is no income

  Active SJB 51 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
• 
  34

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

  Active TGP 338 views 19 comments 34 points Most recent by vchan July 2025Feature Requests
• 
  4

  Up Down
  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
• 
  2

  Up Down
  Use 12-month average for Planned Spending (edited)

  NeroDrifter 21 views 1 comment 2 points Most recent by Coach Kristina July 2025Feature Requests
• 
  3

  Up Down
  Planned Spending Categories - % Month Remaining

  Active thedudeman 43 views 3 comments 3 points Most recent by DryHeat July 2025Feature Requests
• 
  1

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

  Matt Z 35 views 5 comments 1 point Most recent by SRC54 July 2025Feature Requests
• 
  3

  Up Down
  Ability to Copy & Paste Attachments (edited)

  Active aastol 1 view 0 comments 3 points Most recent by aastol July 2025Feature Requests
• 
  1

  Up Down
  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
• 
  7

  Up Down
  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