Feature Request

Discussion List

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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 12 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 22 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 106 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 33 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 167 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 63 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 122 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 32 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 34 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 2 views 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 42 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 2.6K 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 1.6K views 59 comments 84 points Most recent by Yankster March 8Feature Requests
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  7

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

  Active Jds 72 views 4 comments 7 points Most recent by Jds 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 12 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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  81

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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 81 points Most recent by ben510 March 5Feature Requests
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  6

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

  Active alkaboy 15 views 0 comments 6 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 323 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 32 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests