Feature Request

Discussion List

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  59

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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 661 views 32 comments 59 points Most recent by Dre March 15Feature Requests
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  0

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  Stop disallowing screenshots on Pixel devices or other Android devices

  Active schwoeg1? 21 views 2 comments 0 points Most recent by DryHeat March 15Feature Requests
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  6
  Reports - Rollup third level category to second level and then top level

  Completed Closed RickS 51 views 5 comments 6 points Most recent by Coach Kristina March 14Feature Requests
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  36

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1K views 46 comments 36 points Most recent by nopenopenopenopenope March 14Feature Requests
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  6

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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 91 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
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  6

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  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 232 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests
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  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 3 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
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  3

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  Align flag color hues across the Web and Mobile Apps (edited)

  Active MatthewR 12 views 0 comments 3 points Started by MatthewR March 12 Feature Requests
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  21

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 281 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 101 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed Closed IB1542 21 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 102 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 31 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 161 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 61 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 113 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 31 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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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 71 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 740 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