Feature Request

Discussion List

• 
  1

  Up Down
  QBP: Remove "completed" projects when invoicing a client (edited)

  TXSB 13 views 1 comment 1 point Most recent by Coach Jon July 2025Quicken Business & Personal Feature Requests
• 
  7

  Up Down
  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 116 views 4 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
• 
  7

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

  Active Wu-Tang Financials 76 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
• 
  31

  Up Down
  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 729 views 12 comments 31 points Most recent by EL1234 July 2025Feature Requests
• 
  27

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

  Active CharlieP 376 views 19 comments 27 points Most recent by DryHeat July 2025Feature Requests
• 
  75

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

  Active EL1234 184 views 12 comments 75 points Most recent by thklopper July 2025Feature Requests
• 
  7

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

  Active DryHeat 215 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
• 
  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 664 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
• 
  1

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

  Active JuMelo 73 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
• 
  11

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

  Active Ed Rizzolo 344 views 17 comments 11 points Most recent by DryHeat July 2025Feature Requests
• 
  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 74 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
• 
  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 114 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
• 
  18

  Up Down
  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 294 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
• 
  1

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

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

  Up Down
  Waterfall Chart for month to month income and spending

  Active jtjones0304 51 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
• 
  12

  Up Down
  Customize Notifications by Account (edited)

  Active emfred 54 views 4 comments 12 points Most recent by kgJettaIV July 2025Feature Requests
• 
  4
  Change the order of the "Planning" section in new navigation menu (edited)

  Obsolete Closed DannyB 52 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 89 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 45 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 12 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 195 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 11 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 55 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 103 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 286 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 101 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