Feature Request

Discussion List

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  1

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  Add more identifying info to the bank MFA screen so we know what account it's for (edited)

  Active simplif 49 views 1 comment 1 point Most recent by simplif March 2025Feature Requests
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  53

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  Undo option

  Active Jedp 686 views 19 comments 53 points Most recent by UrsulaA March 2025Feature Requests
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  3

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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 11 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests
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  2

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  Pull paystub information from Workday into the income buckets (edited)

  Active Jrmclean 36 views 2 comments 2 points Most recent by Luisito277 March 2025Feature Requests
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  Add broken down "subgoals" to Savings Goals (edited)

  Active RobWilk 43 views 3 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 19 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
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  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Closed Doug Hall 164 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests
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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 212 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  4

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  QBP: Ability to associate a Recurring Series with a Business (edited)

  Active tdpmd 19 views 2 comments 4 points Most recent by Flopbot March 2025Quicken Business & Personal Feature Requests
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  4

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  Add Debit / Credit columns (edited)

  Active ccrandall1979 11 views 1 comment 4 points Most recent by Coach Natalie March 2025Feature Requests
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  48

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  Integrate an "envelope" style budgeting system (edited)

  Active David Lyons 1.1K views 18 comments 48 points Most recent by rrodwell March 2025Feature Requests
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  0
  Integrate Quicken Simplifi with TurboTax (edited)

  Completed Closed Bill from Colorado 647 views 9 comments 0 points Most recent by Coach Natalie March 2025Feature Requests
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  Merged: Add Ability to Edit Savings Goal Start Date

  Closed Aviian 1 view 0 comments 2 points Most recent by RobWilk March 2025Feature Requests
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  Mobile App: Ability to create a Watchlist without an emoji (edited)

  Active MishaM 24 views 3 comments 1 point Most recent by Flopbot March 2025Feature Requests
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  18

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  Limited Access with Space Sharing (edited)

  In Review MoneySkeets 456 views 9 comments 18 points Most recent by SRC54 March 2025Feature Requests
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  Ability to add or subtract Planned Spending funds without overwriting the original amount (edited)

  Active BenB 36 views 3 comments 1 point Most recent by Coach Natalie March 2025Feature Requests
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  Mobile App: Show the 'Available' amount when drilled into Spending Plan sections (edited)

  Active BenB 36 views 6 comments 1 point Most recent by Coach Natalie March 2025Feature Requests
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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 92 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
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  4
  Move the Interval Refresh Icon to the left of the account name (edited)

  Completed Closed MWA 44 views 7 comments 4 points Most recent by Flopbot March 2025Feature Requests
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  Keep Date Range in sync between the different Reports (edited)

  Active Eli 97 views 4 comments 12 points Most recent by mdbnj March 2025Feature Requests
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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 91 views 4 comments 10 points Most recent by NathanN March 2025Feature Requests
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  8

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  Show Previous Month Totals on Watchlist tiles (edited)

  Active quinnwolf 108 views 6 comments 8 points Most recent by MrDWPMAN March 2025Feature Requests
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  2

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  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 5 views 0 comments 2 points Started by Flopbot March 2025 Feature Requests
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  Savings Goals: Allow "Already Saved" amount to match Goal Amount

  Active RobWilk 15 views 0 comments 1 point Started by RobWilk March 2025 Feature Requests
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  4
  QBP: Ability to add logos to invoices (edited)

  Completed Closed Flopbot 153 views 10 comments 4 points Most recent by Flopbot February 2025Quicken Business & Personal Feature Requests
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  Include Rollover Amounts in Planned Spending Notifications (edited)

  Active TiggerTrainer 27 views 3 comments 6 points Most recent by UrsulaA February 2025Feature Requests
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  37

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  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 454 views 23 comments 37 points Most recent by UrsulaA February 2025Feature Requests
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  Merged: Planned Spending Last 6 Months Averages to show Previous 6 Months (edited)

  Closed MishaM 31 views 0 comments 8 points Most recent by MishaM February 2025Feature Requests