Feature Request

Discussion List

• 
  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed afrancisco87 159 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed the_scottster 60 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
• 
  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed UrsulaA 117 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
• 
  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed UrsulaA 37 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
• 
  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed System 38 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
• 
  8

  Up Down
  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 53 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests
• 
  2

  Up Down
  Ability to edit the Tags tied to active Savings Goals (edited)

  Thaddeous 32 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
• 
  1

  Up Down
  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 7 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests
• 
  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed asheroto 48 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
• 
  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed ChrisHardie 2.5K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
• 
  84

  Up Down
  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.5K views 59 comments 84 points Most recent by Yankster March 8Feature Requests
• 
  6

  Up Down
  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 76 views 4 comments 6 points Most recent by Jds March 8Feature Requests
• 
  54

  Up Down
  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 726 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
• 
  45

  Up Down
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 441 views 25 comments 45 points Most recent by Levanima March 7Feature Requests
• 
  5

  Up Down
  Color-coding categories in Reports

  Active snowboardsurfer 57 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
• 
  2

  Up Down
  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 28 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
• 
  1

  Up Down
  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 10 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
• 
  1

  Up Down
  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 17 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
• 
  2

  Up Down
  Save last used sort for investments portfolio (edited)

  Active disc2120 11 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
• 
  4

  Up Down
  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 27 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
• 
  80

  Up Down
  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 80 points Most recent by ben510 March 5Feature Requests
• 
  3

  Up Down
  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 13 views 0 comments 3 points Most recent by alkaboy March 4Feature Requests
• 
  20

  Up Down
  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 312 views 12 comments 20 points Most recent by RobI March 4Feature Requests
• 
  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed amak 28 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 10 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
• 
  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 576 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests