Feature Request

Discussion List

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  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
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  2

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

  Active Bob2763 13 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  8

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

  mcorbeille 21 views 2 comments 8 points Most recent by TwelveSilverPennies February 5Feature Requests
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  2

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

  Active SRC54 21 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  12

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

  Active DryHeat 81 views 7 comments 12 points Most recent by EL1234 February 3Feature Requests
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  5

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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 81 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  2

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  Ability to filter transactions by day of month (edited)

  Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  54

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  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
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  10

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

  Active Gaberino 31 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
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  Add a Tax Line item for HSA contributions [Edited]

  vladinator 11 views 0 comments 1 point Most recent by vladinator January 31Feature Requests
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  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 32 views 2 comments 3 points Most recent by bobthemoneyguy January 31Feature Requests
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 252 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  65
  Add a "Net Worth" tile to Dashboard on both Mobile & Web (edited)

  Completed Closed cgriffin2157 221 views 18 comments 65 points Most recent by Coach Natalie January 30Feature Requests
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  Merged: Revolut Bank

  Closed wts 1 view 0 comments 1 point Most recent by wts January 29Report Missing Financial Institution or Biller
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  97

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

  Active RobWilk 1.6K views 50 comments 97 points Most recent by SRC54 January 28Feature Requests
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  6

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

  Active SRC54 33 views 1 comment 6 points Most recent by SRC54 January 28Feature Requests
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  Merged: QBP: Ability to delete Projects

  Closed cyberstackn 21 views 0 comments 4 points Most recent by DryHeat January 28Quicken Business & Personal Feature Requests
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  8

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  QBP: Ability to edit and delete Projects (edited)

  Active Flopbot 44 views 4 comments 8 points Most recent by DryHeat January 28Quicken Business & Personal Feature Requests
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  5

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  Simple analysis added to Reports (edited)

  Active chae1020 33 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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  8

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

  Active rosachin21k 32 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
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  1

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  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
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  2

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

  Active Eeesa 2 views 0 comments 2 points Most recent by Eeesa January 26Quicken Business & Personal Feature Requests
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  34

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  Implement Passkeys (edited)

  Active AzMurph 632 views 30 comments 34 points Most recent by Tiki_Rum_Lover January 26Feature Requests
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  5

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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 72 views 4 comments 5 points Most recent by josephbradley January 25Quicken Business & Personal Feature Requests
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  Credit Card Promotion Search

  Active CU_Ninjaneer 11 views 0 comments 0 points Most recent by CU_Ninjaneer January 25Feature Requests
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  7

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

  Active RobWilk 63 views 7 comments 7 points Most recent by MorganG48 January 23Feature Requests
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  Merged: Option for Alert before leaving a screen that’s being edited/worked on

  Closed MorganG48 11 views 0 comments 4 points Most recent by sbennet1 January 23Feature Requests
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  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 731 views 29 comments 56 points Most recent by MorganG48 January 23Feature Requests