Feature Request

Discussion List

• 
  2

  Up Down
  Recurring Transactions with programmable variables (edited)

  Active avihawver 82 views 1 comment 2 points Most recent by Coach Natalie December 2024Feature Requests
• 
  7
  Ability to close out/release all Planned Spending expenses at one time (edited)

  Completed Closed UrsulaA 71 views 1 comment 7 points Most recent by UrsulaA December 2024Feature Requests
• 
  2
  Auto release unspent Planned Spending funds at end of the month (edited)

  Completed Closed dfeinst 31 views 1 comment 2 points Most recent by UrsulaA December 2024Feature Requests
• 
  2

  Up Down
  Ability to import transactions from a PDF (edited)

  Active sacrophyte 31 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
• 
  4

  Up Down
  QBP: Ability to edit and delete Projects (edited)

  Active Flopbot 32 views 1 comment 4 points Most recent by Coach Natalie December 2024Quicken Business & Personal Feature Requests
• 
  12

  Up Down
  Expand the time range on Watchlists/Ability to set a custom range (edited)

  Active Max1223 194 views 10 comments 12 points Most recent by RobWilk December 2024Feature Requests
• 
  4

  Up Down
  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 43 views 2 comments 4 points Most recent by Jenny T December 2024Feature Requests
• 
  6

  Up Down
  Reports - Rollup third level category to second level and then top level

  Active RickS 32 views 1 comment 6 points Most recent by DannyB December 2024Feature Requests
• 
  5

  Up Down
  Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

  Active DannyB 42 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests
• 
  Merged: Option to not automatically exclude Transfers (edited)

  Closed Randy17485 31 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests
• 
  9

  Up Down
  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 61 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
• 
  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 21 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
• 
  0

  Up Down
  Split out housing costs as a top-level category in the Spending Plan

  Active tylermdunn 11 views 2 comments 0 points Most recent by SRC54 December 2024Feature Requests
• 
  1

  Up Down
  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 1 view 1 comment 1 point Most recent by Coach Natalie December 2024Feature Requests
• 
  4

  Up Down
  Savings Goal: Add Ignored Icon

  Active Flopbot 22 views 2 comments 4 points Most recent by Coach Natalie November 2024Feature Requests
• 
  1

  Up Down
  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 11 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
• 
  2

  Up Down
  Manually Add Real Time Prices for Crypto

  Active Rokets34 136 views 2 comments 2 points Most recent by brianperry263 November 2024Feature Requests
• 
  27

  Up Down
  Continuous Savings Goal

  Active Chanse 231 views 6 comments 27 points Most recent by DannyB November 2024Feature Requests
• 
  2

  Up Down
  Ability to import QIF files (edited)

  Active rminnich 114 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests
• 
  2

  Up Down
  Bills & Income Summary: Ability to see excluded reminder totals (edited)

  Active Mountain Man 11 views 0 comments 2 points Started by Mountain Man November 2024 Feature Requests
• 
  6

  Up Down
  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 123 views 5 comments 6 points Most recent by RobWilk November 2024Feature Requests
• 
  12

  Up Down
  Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

  Active Flopbot 32 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests
• 
  Merged: Full Payee descriptions are needed (edited)

  Closed RobjWill718 1.1K views 0 comments 77 points Most recent by Flopbot November 2024Feature Requests
• 
  5

  Up Down
  Add a Cash Flow Report (edited)

  Active Sierra 25 views 0 comments 5 points Started by Sierra November 2024 Feature Requests
• 
  21

  Up Down
  Mobile Phone Widget for Planned Spending (edited)

  In Review GCA 744 views 7 comments 21 points Most recent by estebanV November 2024Feature Requests
• 
  3

  Up Down
  Mobile App: Keep the colors in the graphs consistent between Investments Balances and Performance

  Active L McGregor 1 view 0 comments 3 points Started by L McGregor November 2024 Feature Requests
• 
  7

  Up Down
  Reports: Display totals in the bar graph without hovering (edited)

  Active featheredinvite 41 views 3 comments 7 points Most recent by Kseniya November 2024Feature Requests
• 
  19

  Up Down
  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 201 views 5 comments 19 points Most recent by emkap November 2024Feature Requests
• 
  2

  Up Down
  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 42 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests