Feature Request

Discussion List

• 
  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
• 
  12

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

  Active Membername 65 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
• 
  2

  Up Down
  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
• 
  0

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

  Active azs0018 13 views 0 comments 0 points Most recent by azs0018 July 2025Feature Requests
• 
  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
• 
  12

  Up Down
  Ability to Share Reports (edited)

  Active Matt C 191 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
• 
  2

  Up Down
  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
• 
  1

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

  Active neon45 33 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
• 
  7

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

  Active csolutions 45 views 2 comments 7 points Most recent by Jenny T July 2025Feature Requests
• 
  5

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

  Active RobWilk 82 views 8 comments 5 points Most recent by egal July 2025Feature Requests
• 
  2

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

  Active Danielle 263 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests
• 
  3

  Up Down
  QBP: Ability to remove the "Pay" part in the Invoice email sent to clients (edited)

  Active truk4u 50 views 3 comments 3 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
• 
  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
• 
  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
• 
  5

  Up Down
  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 2 views 0 comments 5 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
• 
  18

  Up Down
  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 161 views 12 comments 18 points Most recent by sausab June 2025Feature Requests
• 
  0

  Up Down
  Ability to add Attachments to each Split (edited)

  Dick_Davis 52 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
• 
  8

  Up Down
  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 142 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
• 
  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Most recent by Money_Mister June 2025Feature Requests
• 
  9

  Up Down
  Add a Referral Program (edited)

  Active mattwikse 256 views 2 comments 9 points Most recent by Money_Mister June 2025Feature Requests
• 
  4

  Up Down
  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 13 views 0 comments 4 points Most recent by phixed June 2025Feature Requests
• 
  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
• 
  4

  Up Down
  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 22 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
• 
  1

  Up Down
  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 42 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
• 
  10

  Up Down
  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
• 
  2

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

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
• 
  4

  Up Down
  Spending Plan Planning Page

  Active DannyB 13 views 0 comments 4 points Most recent by DannyB June 2025Feature Requests
• 
  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback