Feature Request

Discussion List

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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 31 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  8

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 51 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests
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  2

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

  Thaddeous 31 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
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  1

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  Add security symbol CDAY to holdings database (edited)

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

  Completed Closed asheroto 41 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

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

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  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
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  6

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

  Active Jds 72 views 4 comments 6 points Most recent by Jds March 8Feature Requests
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  54

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

  Active Chris 722 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
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  5

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  Color-coding categories in Reports

  Active snowboardsurfer 51 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
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  2

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  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 32 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
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  1

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  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 11 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
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  1

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

  newuser482 11 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  2

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  Save last used sort for investments portfolio (edited)

  Active disc2120 12 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
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  4

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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 23 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  80

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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 80 points Most recent by ben510 March 5Feature Requests
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  4

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

  Active alkaboy 12 views 0 comments 4 points Most recent by alkaboy March 4Feature Requests
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  20

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

  Active Jim313 319 views 12 comments 20 points Most recent by RobI March 4Feature Requests
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed Closed amak 34 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
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  1

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

  Active RobWilk 11 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 583 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 3.2K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests
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  12

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  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 146 views 14 comments 12 points Most recent by bfoggie44 March 1Feature Requests
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  10

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  KBB: Allow updated mileage for vehicles (edited)

  Active RipTWD 31 views 2 comments 10 points Most recent by trewbux March 1Feature Requests
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  4

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  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 12 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests
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  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 4.6K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests
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  1
  Expand the "Hide Cents" option across all Reports

  Closed alkaboy 61 views 8 comments 1 point Most recent by alkaboy February 27Feature Requests
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests