Recent Discussions

Discussion List

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  NEW 11/14/25: USAA - Missing Transactions

  Announcement Coach Natalie 70 views 0 comments 1 point Started by Coach Natalie November 14 Current Online Banking Issues
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  NEW 11/12/25: b1Bank returns FDP-2102 error

  Announcement Coach Jon 14 views 0 comments 0 points Started by Coach Jon November 12 Current Online Banking Issues
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  Mobile Releases 5.43.0 & 5.43.1

  Announcement Closed Coach Natalie 149 views 0 comments 0 points Started by Coach Natalie November 11 Updates From the Product Team
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  Web Release 4.83.0

  Announcement Closed Coach Natalie 186 views 0 comments 1 point Started by Coach Natalie November 11 Updates From the Product Team
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  NEW 11/10/25: Extraco Bank returns FDP-181 error

  Announcement Coach Jon 7 views 0 comments 0 points Started by Coach Jon November 11 Current Online Banking Issues
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  Gobble Up Some Gratitude!

  Announcement Coach Natalie 54 views 2 comments 1 point Most recent by SRC54 November 6The Water Cooler
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  Transaction registers: we'd love your input

  Announcement Quicken Kirby 715 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
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  The Community Meetup - October 2025 Edition

  Announcement Coach Natalie 592 views 4 comments 1 point Most recent by RobWilk October 2The Community Meetup Newsletter
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  How to post to the Community

  Announcement Closed Coach Kathryn 971 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 301 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community
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  Connection to Target Red Card failing since 11/12

  maxvv 2 views 0 comments 0 points Started by maxvv 12:26AM Troubleshooting
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  Mobile income/expense report YTD

  Active ChefKeith 3 views 0 comments 1 point Started by ChefKeith 12:18AM Feature Requests
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 6 views 2 comments 0 points Most recent by ThadW November 16Using Reports
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  Implement Passkeys (edited)

  Active AzMurph 390 views 22 comments 26 points Most recent by DryHeat November 16Feature Requests
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  Ability to remove tags during bulk edit

  Active Norm6257 652 views 27 comments 55 points Most recent by DryHeat November 16Feature Requests
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  Quicken code error results in prompt being redisplayed

  DavidEatough 5 views 0 comments 0 points Started by DavidEatough November 16 Report a Bug
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  USAA - Missing Transactions Reports

  DryHeat 20 views 2 comments -1 point Most recent by DryHeat November 16Feedback
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  New York Life showing balance of $0 on one account

  Answered LJMR 14 views 4 comments 0 points Most recent by LJMR November 16Investments
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  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Active simplify39393 75 views 2 comments 2 points Most recent by bobodc1 November 16Report Missing Financial Institution
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  nrp06 6 views 1 comment 0 points Most recent by Coach Kristina November 16Managing Your Transactions
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  Ascensus - RPLink FDP-102

  pcsanwald 5 views 1 comment 0 points Most recent by Coach Kristina November 16Adding and Updating Accounts
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  HealthEquity HSA Investment Account no longer updates, cannot add

  briany 1K views 35 comments 1 point Most recent by Coach Kristina November 16Adding and Updating Accounts
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  Target redcard has not connected for four days now- it gives me a FDP-163 error.

  Answered Lemfatale 12 views 1 comment 1 point Most recent by Coach Kristina November 16Adding and Updating Accounts
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  West Winds 183 views 28 comments 0 points Most recent by L McGregor November 16Report a Bug
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  Select Multiple Categories in Other Spend to See Running Subtotal

  Active MikeZ 8 views 0 comments 2 points Started by MikeZ November 16 Feature Requests
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  Distribute expense across X months (+ similar options for Series)

  Active Shkoner 19 views 2 comments 2 points Most recent by DryHeat November 16Feature Requests
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  where did comments/tagging section go?

  Question Kartad 17 views 1 comment 1 point Most recent by SRC54 November 16Categories and Tags
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  Add Tags to Transactions in Spending Plan

  Active MikeZ 11 views 2 comments 3 points Most recent by SRC54 November 16Feature Requests
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  Bank Account expenses handled incorrectly?

  Answered cmccord 33 views 3 comments 0 points Most recent by SRC54 November 16Using the Spending Plan
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  Can I change the monthly cycle date?

  Answered cowboy57 20 views 3 comments 0 points Most recent by DannyB November 16Bills and Income
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  Some Amex accounts are not being discovered

  System 60 views 9 comments 1 point Most recent by Myles November 15Adding and Updating Accounts
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  Some transactions included in download/export are not visible in the account transaction list

  Silverthorne 12 views 2 comments 0 points Most recent by SRC54 November 15Report a Bug
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  Alight 401k for Target not working with Plaid auth

  Serrabr 18 views 2 comments 0 points Most recent by Serrabr November 15Adding and Updating Accounts
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.5K views 69 comments 178 points Most recent by quick username November 14Feature Requests
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 58 comments 202 points Most recent by quick username November 14Feature Requests
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  Mobile Cash Flow: Lowest Projected On Date/Amount, and more (edited)

  Active Grandude 9 views 0 comments 1 point Started by Grandude November 14 Feature Requests
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 7.6K views 168 comments 69 points Most recent by Serrabr November 14Report Missing Financial Institution
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 7 views 0 comments 1 point Started by JacksonHarding November 14 Feature Requests
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  Reimbursement Tracker

  Active ajbopp 91 views 6 comments 7 points Most recent by JacksonHarding November 14Feature Requests
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  Support for Aven Credit Cards

  important influx 48 views 6 comments 2 points Most recent by SRC54 November 14Report Missing Financial Institution