Dashboard

Discussion List

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  Remove Greeting & Emoji

  Closed woodsman 42 views 1 comment 0 points Most recent by Coach Jon July 8Feedback
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  Recent Spending includes Income categories

  simpli_struggle 404 views 38 comments 0 points Most recent by SRC54 July 1Report a Bug
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  Investments Dashboard Total Incorrect (edited)

  Closed MoMoney99 110 views 8 comments 0 points Most recent by MoMoney99 May 29Troubleshooting
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  2

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  Add a dashboard card for Subscriptions (edited)

  Active Tango200 13 views 0 comments 2 points Started by Tango200 May 28 Feature Requests
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  Investment dashboard card is not retaining the custom date range set within investment balances

  Closed Manny512 23 views 1 comment 0 points Most recent by Coach Jon May 20Troubleshooting
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  Feedback on Dashboard > Investments plus differences between web and app version

  Closed kdwilson 21 views 1 comment 0 points Most recent by Coach Jon May 14Feedback
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  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 35 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
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  Following recent web app update, my rearranged dashboard layout is not saved

  Closed Duke0486 137 views 9 comments 0 points Most recent by Coach Jon May 1Report a Bug
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  Merged: Customize spending and income dashboard graphs with saved reports

  Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots April 30 Feature Requests
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  1

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  Net Worth Dashboard Card: Add the Asset/Liability Breakdown (edited)

  gerard143 12 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
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  Merged: Recent Spending in Web App 6.8 now correctly displays paycheck

  Closed SRC54 1 view 0 comments 0 points Most recent by SRC54 February 27Feedback
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  Merged: All Accounts on dashboard to default collapsed instead of expanded

  Closed Regliner 1 view 0 comments 1 point Most recent by Regliner February 26Feature Requests
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  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 32 views 2 comments 9 points Most recent by TwelveSilverPennies February 5Feature Requests
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  65
  Add a "Net Worth" tile to Dashboard on both Mobile & Web (edited)

  Completed Closed cgriffin2157 272 views 18 comments 65 points Most recent by Coach Natalie January 30Feature Requests
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  Merged: Net Worth graph on Dashboard - Y Axis Precision

  Closed alkaboy 31 views 0 comments 0 points Most recent by MishaM January 29Feedback
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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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  Merged: Simplifi Balances on Manual Accounts not showing (V4.91.0)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by DryHeat January 23Adding and Updating Accounts
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  Dashboard customizations are not saving on iPad (edited)

  Closed System 235 views 15 comments 0 points Most recent by donnajean January 15Troubleshooting
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  12

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  Add total spent to Top Spending Categories dashboard card (edited)

  Active davidkrethallen 99 views 4 comments 12 points Most recent by Postavshik January 14Feature Requests
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  3

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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 43 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
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  7
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed Closed madmoondog 72 views 3 comments 7 points Most recent by Coach Natalie January 6Feature Requests
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  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed Closed pkp 106 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  4
  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Closed Dave5150 31 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
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  Customize Dashboard: Share your feedback here!

  Closed Coach Natalie 650 views 31 comments 0 points Most recent by Coach Natalie January 6Feedback
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 12 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 162 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 561 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team