Feature Request

Discussion List

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  3

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  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 72 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  3

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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 27 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  1

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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 41 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  1

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  QBP: Ability to attach documents to Businesses (edited)

  Active Dick_Davis 35 views 1 comment 1 point Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  1

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  QBP: Ability to have more than one Email in a Business (edited)

  Active Dick_Davis 16 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  QBP: Add an EIN field to Businesses (edited)

  Active Dick_Davis 16 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  QBP: Make the Industry list in Businesses alphabetical (edited)

  Active Dick_Davis 18 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  2

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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 17 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  22

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  Track Interest Rates for Accounts (edited)

  Active Chauncey 623 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  9

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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 176 views 6 comments 9 points Most recent by SRC54 December 2025Feature Requests
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  63

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 768 views 20 comments 63 points Most recent by patate1684 December 2025Feature Requests
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  12

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 360 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
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  8

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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 30 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
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  1

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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 66 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  0

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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 40 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  3

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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 24 views 0 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  3

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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 1.1K views 26 comments 3 points Most recent by FutureEye December 2025Feature Requests
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  206

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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 4.1K views 72 comments 206 points Most recent by PhoenixV November 2025Feature Requests
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  6

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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 564 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.8K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 742 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 1.2K views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 140 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 136 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 404 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  5

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  Add an Account Type for Equity Accounts (edited)

  Active RASA 6 views 0 comments 5 points Most recent by RASA November 2025Feature Requests
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  -2

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  Rename 'Check #' to "Check/Reference #" (edited)

  Active Dick_Davis 70 views 5 comments -2 points Most recent by EL1234 November 2025Feature Requests