Feature Request

Discussion List

• 
  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.7K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
• 
  2

  Up Down
  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 13 views 0 comments 2 points Started by Bob2763 February 5 Feature Requests
• 
  8

  Up Down
  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 22 views 2 comments 8 points Most recent by TwelveSilverPennies February 5Feature Requests
• 
  259

  Up Down
  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.1K views 68 comments 259 points Most recent by geazx1 February 5Feature Requests
• 
  2

  Up Down
  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 20 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
• 
  10

  Up Down
  QBP: Ability to delete ALL business categories (edited)

  Active Flopbot 125 views 7 comments 10 points Most recent by Midwest867 February 4Quicken Business & Personal Feature Requests
• 
  8
  QBP: Ability to Delete or Archive Businesses (edited)

  Planned mattbroffman 193 views 9 comments 8 points Most recent by DryHeat February 3Quicken Business & Personal Feature Requests
• 
  11

  Up Down
  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 84 views 7 comments 11 points Most recent by EL1234 February 3Feature Requests
• 
  5

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 62 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
• 
  2

  Up Down
  Ability to filter transactions by day of month (edited)

  Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
• 
  3

  Up Down
  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 14 views 0 comments 3 points Started by tmucsu February 2 Feature Requests
• 
  54

  Up Down
  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.3K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
• 
  10

  Up Down
  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 27 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
• 
  1

  Up Down
  Add a Tax Line item for HSA contributions [Edited]

  vladinator 13 views 0 comments 1 point Started by vladinator January 31 Feature Requests
• 
  2

  Up Down
  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 29 views 2 comments 2 points Most recent by bobthemoneyguy January 31Feature Requests
• 
  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 245 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
• 
  65
  Add a "Net Worth" tile to Dashboard on both Mobile & Web (edited)

  Completed Closed cgriffin2157 216 views 18 comments 65 points Most recent by Coach Natalie January 30Feature Requests
• 
  Merged: Revolut Bank

  Closed wts 1 view 0 comments 1 point Started by wts January 29 Report Missing Financial Institution or Biller
• 
  94

  Up Down
  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.6K views 50 comments 94 points Most recent by SRC54 January 28Feature Requests
• 
  6

  Up Down
  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 26 views 1 comment 6 points Most recent by SRC54 January 28Feature Requests
• 
  3

  Up Down
  QBP: Ability to delete Projects

  Active cyberstackn 24 views 2 comments 3 points Most recent by DryHeat January 28Quicken Business & Personal Feature Requests
• 
  11

  Up Down
  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 106 views 3 comments 11 points Most recent by Coach Natalie January 28Feature Requests
• 
  5

  Up Down
  Simple analysis added to Reports (edited)

  Active chae1020 33 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
• 
  367
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  In Progress SimplifiBeta 8.5K views 211 comments 367 points Most recent by DryHeat January 27Feature Requests
• 
  8

  Up Down
  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 27 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
• 
  1

  Up Down
  QBP: Number Coding Categories (aka Chart of Accounts) [edited]

  Helomav 24 views 1 comment 1 point Most recent by Helomav January 26Quicken Business & Personal Feature Requests
• 
  2

  Up Down
  QBP: Ability to link miles in the Mileage Tracker to clients/projects for invoicing (edited)

  Active Eeesa 1 view 0 comments 2 points Started by Eeesa January 26 Quicken Business & Personal Feature Requests
• 
  56

  Up Down
  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 267 views 15 comments 56 points Most recent by tsananiu January 26Feature Requests