Feature Request

Discussion List

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  8

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 120 views 5 comments 8 points Most recent by EL1234 July 2025Feature 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 22 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 Most recent by aastol July 2025Feature Requests
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 3 views 0 comments 5 points Most recent by Marshall01 July 2025Quicken 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 169 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 58 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 438 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 146 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
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  9

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  Add a Referral Program (edited)

  Active mattwikse 252 views 2 comments 9 points Most recent by Money_Mister June 2025Feature Requests
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Most recent by Money_Mister June 2025Feature Requests
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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 Most recent by phixed June 2025Feature 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 Most recent by AJsAway June 2025Feature Requests
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 30 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 43 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  10

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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 34 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  2

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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 42 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  4

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  Spending Plan Planning Page

  Active DannyB 14 views 0 comments 4 points Most recent by DannyB June 2025Feature Requests
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 39 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 23 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  4

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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 13 views 0 comments 4 points Most recent by Flopbot June 2025Feature Requests
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 12 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  2

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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  6

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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  3

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 36 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  3

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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 71 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests
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  2

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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 11 views 0 comments 2 points Most recent by Dick_Davis June 2025Feature Requests