Feature Request

Discussion List

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  17

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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 155 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  5

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 48 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.6K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 1.9K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 29 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 79 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
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  3

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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 88 views 10 comments 3 points Most recent by Coach Marcus October 2025Feature Requests
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  4

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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 29 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 60 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  108

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  Add an HSA Investment account type (edited)

  In Review MDG39518 988 views 22 comments 108 points Most recent by Marquette42 October 2025Feature Requests
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  191

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  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 1.8K views 50 comments 191 points Most recent by DryHeat October 2025Feature Requests
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 35 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 233 views 8 comments 28 points Most recent by mortch October 2025Feature Requests
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  5

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  Don't close modal windows when clicking outside of them; add a confirmation (edited)

  Active RobWilk 47 views 4 comments 5 points Most recent by Coach Natalie October 2025Feature Requests
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  6

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

  Active DryHeat 49 views 4 comments 6 points Most recent by Jenny T October 2025Feature Requests
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  26

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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 756 views 38 comments 26 points Most recent by DannyB October 2025Feature Requests
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  4

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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 18 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 104 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  7

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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 66 views 2 comments 7 points Most recent by HappyNorml October 2025Feature Requests
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  21

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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 235 views 14 comments 21 points Most recent by HappyNorml October 2025Feature Requests
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  4

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  Add the pop-up bubbles to the Projected Balance Chart's 'In the past' section (edited)

  Active txp 22 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  15

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  Allow multiple mobile phone numbers for notifications (edited)

  Active mJKammert 226 views 11 comments 15 points Most recent by Coach Natalie October 2025Feature Requests
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  3
  QBP: Ability to Create Estimates (edited)

  Completed Closed Contractor 77 views 3 comments 3 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 56 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  3

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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 18 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  50

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

  Active scottnliz 3.1K views 28 comments 50 points Most recent by SRC54 September 2025Feature Requests
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  49

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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 448 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  67

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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 533 views 30 comments 67 points Most recent by Dick_Davis September 2025Feature Requests
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  3

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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 55 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
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  11

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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 120 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests