Feature Request

Discussion List

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  7

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  Sum of Recurring Transaction for each tab of the Recurring section (edited)

  Active Wu-Tang Financials 62 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  30

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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 663 views 12 comments 30 points Most recent by EL1234 July 2025Feature Requests
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  27

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  Watchlists: Exclude Upcoming Reminders from 'Spent so far' amount (edited)

  Active CharlieP 345 views 19 comments 27 points Most recent by DryHeat July 2025Feature Requests
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  74

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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 164 views 12 comments 74 points Most recent by thklopper July 2025Feature Requests
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  7

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  Don't change target amounts in Planned Spending when releasing funds (edited)

  Active DryHeat 188 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
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  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 544 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  1

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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 61 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
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  10

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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 315 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 24 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 81 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
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  18

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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 261 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
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  1

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  Support password+token MFA options for E*Trade accounts (edited)

  Active JLR 3 views 0 comments 1 point Most recent by JLR July 2025Feature Requests
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  4

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  Waterfall Chart for month to month income and spending

  Active jtjones0304 52 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  11

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  Customize Notifications by Account (edited)

  Active emfred 51 views 4 comments 11 points Most recent by kgJettaIV July 2025Feature Requests
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  4
  Change the order of the "Planning" section in new navigation menu (edited)

  Obsolete Closed DannyB 51 views 7 comments 4 points Most recent by DannyB July 2025Feature Requests
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  12

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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 62 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
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  2

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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 41 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  0

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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 11 views 0 comments 0 points Most recent by azs0018 July 2025Feature Requests
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  7

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 82 views 5 comments 7 points Most recent by Coach Kristina July 2025Feature Requests
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  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Most recent by Karin C July 2025Feature Requests
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  12

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  Ability to Share Reports (edited)

  Active Matt C 193 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
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  2

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  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 13 views 0 comments 2 points Most recent by azs0018 July 2025Feature Requests
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  1

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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 32 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
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  6

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  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 42 views 2 comments 6 points Most recent by Jenny T July 2025Feature Requests
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  5

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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 88 views 8 comments 5 points Most recent by egal July 2025Feature Requests
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  2

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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 251 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests
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  8

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 122 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