Feature Request

Discussion List

• 
  2

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

  Active Kanda 91 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
• 
  2

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

  Active RobWilk 72 views 4 comments 2 points Most recent by RobWilk April 2025Feature Requests
• 
  1
  Modify [the community] to have a dedicated section for connection issues

  Already Offered Closed DryHeat 91 views 6 comments 1 point Most recent by DryHeat April 2025Feature Requests
• 
  2

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

  Active subiemat 72 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
• 
  6

  Up Down
  Templates for Transactions

  Active ejobity 41 views 4 comments 6 points Most recent by DryHeat April 2025Feature Requests
• 
  46

  Up Down
  Ability to import QFX files (edited)

  Active Phssthpok 2.1K views 15 comments 46 points Most recent by SRC54 April 2025Feature Requests
• 
  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
• 
  4

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

  Active tamala73 81 views 4 comments 4 points Most recent by toneybarber March 2025Feature Requests
• 
  12

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

  Active Amnesiac 141 views 2 comments 12 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
• 
  3

  Up Down
  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
• 
  5

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

  Active Glenn C 12 views 0 comments 5 points Most recent by Glenn C March 2025Quicken Business & Personal Feature Requests
• 
  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
• 
  2

  Up Down
  Add the SSA-1099 to the list of tax forms

  Active Augie&Me 262 views 13 comments 2 points Most recent by DryHeat March 2025Feature Requests
• 
  2

  Up Down
  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 11 views 0 comments 2 points Most recent by DryHeat March 2025Feature Requests
• 
  8

  Up Down
  Add an "overspent" visual cue to Planned Spending (edited)

  Active jsy42 51 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
• 
  7
  QBP: Ability to disable unused business categories

  Completed Closed msw 103 views 3 comments 7 points Most recent by Coach Tara March 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  Add more identifying info to the bank MFA screen so we know what account it's for (edited)

  Active simplif 51 views 1 comment 1 point Most recent by simplif March 2025Feature Requests
• 
  53

  Up Down
  Undo option

  Active Jedp 802 views 19 comments 53 points Most recent by UrsulaA March 2025Feature Requests
• 
  3

  Up Down
  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 22 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests
• 
  5

  Up Down
  Add broken down "subgoals" to Savings Goals (edited)

  Active RobWilk 42 views 3 comments 5 points Most recent by Flopbot March 2025Feature Requests
• 
  5

  Up Down
  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 23 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
• 
  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Closed Doug Hall 244 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests
• 
  16

  Up Down
  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 242 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
• 
  4

  Up Down
  QBP: Ability to associate a Recurring Series with a Business (edited)

  Active tdpmd 21 views 2 comments 4 points Most recent by Flopbot March 2025Quicken Business & Personal Feature Requests