Reviewed

Discussion List

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  2

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  Make Tax Report dates default to LAST Year at beginning of a new year

  Reviewed jacobs 166 views 6 comments 2 points Most recent by pilotmichael February 2025Reports
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  4

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  Make "Balance Due" field on invoices configurable in form designer.

  Reviewed workindad 34 views 1 comment 4 points Most recent by kimmer777 February 2025Rental Property and Business Tools
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  Multiple Categories

  Reviewed StephenKoeppen 51 views 4 comments 1 point Most recent by Jon January 2025Product Enhancements
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  Make Auto-Sync-on-Exit truly automatic please

  Reviewed JimC52 32 views 2 comments 2 points Most recent by JimC52 January 2025Product Enhancements
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  Separate accounts for different tenants' security deposits

  Reviewed citynomad 42 views 0 comments 1 point Started by citynomad January 2025 Rental Property and Business Tools
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  Customizable budget format: adjust column width, add indentation, rolling time window (Q Mac)

  Reviewed Mario_Cinci 145 views 3 comments 1 point Most recent by jacobs January 2025Budget and Planning Tools
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  Please add wildcards to memorized payees.

  Reviewed seandmack 70 views 3 comments 5 points Most recent by UKR January 2025Manage Accounts and Transactions
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  Show Account Description in header with Account Name in account view

  Reviewed Greg T 54 views 2 comments 5 points Most recent by UserDavidC January 2025Display/UI
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  Make Comparison report Compare to range more useful

  Reviewed Jim_Harman 34 views 1 comment 8 points Most recent by EFKelm January 2025Reports
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  Instalment-payment plan

  Reviewed Jorge Garcia 35 views 2 comments 2 points Most recent by jacobs January 2025Product Enhancements
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  Add Support for multiple Scheduled Updates

  Reviewed Richard Burke 41 views 2 comments 2 points Most recent by JimC52 January 2025Product Enhancements
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  Selecting date after update

  Reviewed sgoldberg124 41 views 3 comments 1 point Most recent by Quicken Kristina January 2025Product Enhancements
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  Add the ability to copy Security symbols

  Reviewed dhanson 21 views 0 comments 1 point Started by dhanson January 2025 Display/UI
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  Projected Balance optionally available in currency native to that account

  Reviewed OldGuy555 21 views 0 comments 1 point Started by OldGuy555 January 2025 Product Enhancements
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  Add ability to include specific "transfer to/from accounts" in Cash Flow report (Q Mac)

  Reviewed prbsparx 118 views 2 comments 2 points Most recent by prbsparx January 2025Reports
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  The ability to suspend bill and income reminders

  Reviewed dan.high 45 views 5 comments 2 points Most recent by Boatnmaniac January 2025Paying Bills, Online Billers & Reminders
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  Order of transactions on same date

  Reviewed jeanderson 487 views 10 comments 6 points Most recent by HokieYankee January 2025Manage Accounts and Transactions
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  Feature request for improving exports to Excel

  Reviewed Jay Gourley 81 views 1 comment 4 points Most recent by Jean1 January 2025Reports
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  1

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  Paycheck Deposit Date

  Reviewed Axe21 31 views 1 comment 1 point Most recent by NotACPA January 2025Paying Bills, Online Billers & Reminders
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  6

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  Allow adding Ticker Symbol to the Holdings view

  Reviewed JoeL. 104 views 4 comments 6 points Most recent by JoeL. January 2025Investments
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  Suggesting Automatic Statement attachment

  Reviewed Eric Schechter 51 views 0 comments 1 point Started by Eric Schechter January 2025 Manage Accounts and Transactions
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  Transfer sum formula when exporting reports to CSV file [Edited]

  Reviewed lflc 43 views 4 comments 1 point Most recent by Jon January 2025Printing
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  2

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  Budget Indicator

  Reviewed Chris Mead 78 views 3 comments 2 points Most recent by Chris Mead January 2025Budget and Planning Tools
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  1

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  Medicare Prescription Drug Plan

  Reviewed NotACPA 101 views 7 comments 1 point Most recent by NotACPA January 2025Product Enhancements
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  New Idea - Easy export Account Name & number, address, Phone, class for estate transfer

  Reviewed startzell 46 views 2 comments 3 points Most recent by jacobs January 2025Product Enhancements
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  List of problems Submitted - My Account

  Reviewed Ray Cosner 41 views 1 comment 3 points Most recent by Jim_Harman January 2025Product Enhancements
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  choose accounts to use in Life Time Planner (LTP)

  Reviewed cmoore 41 views 0 comments 1 point Started by cmoore January 2025 Budget and Planning Tools
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  Ability to hide parent categories

  Reviewed ForzaBlue 41 views 0 comments 2 points Started by ForzaBlue January 2025 Manage Accounts and Transactions
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  Candlestick and bar charts with volume graphs for securities

  Reviewed WinConverter 12 views 0 comments 2 points Started by WinConverter January 2025 Investments