Feature Request

Discussion List

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  2

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  Add an 'Email' notification for Watchlists (edited)

  Active hyoussef7471 25 views 2 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
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  2

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  Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)

  Active Max1223 61 views 6 comments 2 points Most recent by Max1223 April 2025Feature Requests
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  8

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  Ability to re-import exported CSV files (edited)

  Active nothin7 103 views 2 comments 8 points Most recent by philipkd April 2025Feature Requests
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  Merged: Custom organize "All transactions" column

  Closed 206Giff 1 view 0 comments 1 point Most recent by 206Giff April 2025Feature Requests
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  Add a Savings Goal option to reach a target Account Balance (edited)

  Active jsy42 35 views 3 comments 5 points Most recent by Coach Kristina April 2025Feature Requests
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 52 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  4

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  Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

  Active papermuffins 164 views 7 comments 4 points Most recent by Coach Natalie April 2025Feature Requests
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  -1

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  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 11 views 0 comments -1 point Most recent by RobWilk April 2025Feature Requests
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  1

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  Mobile App: Improve toggle functions when creating a Category (edited)

  Active Micky1701 52 views 8 comments 1 point Most recent by Micky1701 April 2025Feature Requests
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  4

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  Attach "Transfers" to the Payee instead of the Category (edited)

  Active dillonbrown 71 views 2 comments 4 points Most recent by nixiecon April 2025Feature Requests
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  25

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  Make the Accounts List easier to read (edited)

  Active asjss1186 554 views 21 comments 25 points Most recent by lowcloud April 2025Feature Requests
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  Change the account connection error symbol back to a cloud icon (edited)

  Closed Duke0486 113 views 7 comments 2 points Most recent by Coach Jon April 2025Feedback
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  QBP: Clients & Projects - Add Folders and Filters by Business (edited)

  Active stephaniemcastilla 33 views 1 comment 6 points Most recent by fcb April 2025Quicken Business & Personal Feature Requests
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  1

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  Tablet App: Reminders Carousel should include projected balances (edited)

  Active RobWilk 59 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests
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  2

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  Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

  Active Kanda 83 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
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  1

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  Change the date and amount on both sides when editing a Recurring Linked Transfer Series Reminder

  Active RobWilk 61 views 4 comments 1 point Most recent by RobWilk April 2025Feature Requests
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  1
  Modify [the community] to have a dedicated section for connection issues

  Already Offered Closed DryHeat 77 views 6 comments 1 point Most recent by DryHeat April 2025Feature Requests
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  2

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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 51 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
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  6

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  Templates for Transactions

  Active ejobity 38 views 4 comments 6 points Most recent by DryHeat April 2025Feature Requests
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  44

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  Ability to import QFX files (edited)

  Active Phssthpok 2K views 15 comments 44 points Most recent by SRC54 April 2025Feature Requests
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  Merged: Ability to input accrual month(s) for income / expense

  Closed Abi Pop 16 views 0 comments 1 point Most recent by Abi Pop March 2025Feature Requests
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  4

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  Add the URL for Recurring Bills to take you to the company's site to pay your bill (edited)

  Active tamala73 72 views 4 comments 4 points Most recent by toneybarber March 2025Feature Requests
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  11

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  QBP: Ability to create a default Invoice 'Message' for each Client (edited)

  Active Amnesiac 115 views 2 comments 11 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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  3

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  QBP: Ability to send month end statements to clients [Edited]

  Active Glenn C 11 views 0 comments 3 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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  5

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  QBP: Ability to turn off ready to bill Items on Invoices [Edited]

  Active Glenn C 11 views 0 comments 5 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
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  Merged: "Ctrl+A" followed by a "Backspace" does not delete all text in the Sear…

  Closed torrents.stride 1 view 0 comments 1 point Most recent by torrents.stride March 2025Feature Requests