Recent Discussions

Discussion List

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  NEW 2/25/26: American Express - $0 Balance

  Announcement Coach Natalie 10 views 0 comments 0 points Started by Coach Natalie February 25 Current Online Banking Issues
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  Bank of America Migration

  Announcement Closed Coach Jon 25 views 0 comments 0 points Started by Coach Jon February 24 Announcements
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  NEW 2/24/26: The Golden 1 Credit Union returns an FDP-163 error

  Announcement Coach Natalie 47 views 0 comments 1 point Started by Coach Natalie February 24 Current Online Banking Issues
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  NEW 2/23/26: Forum Credit Union - Bus returns an FDP-2102 error

  Announcement Coach Natalie 5 views 0 comments 0 points Started by Coach Natalie February 23 Current Online Banking Issues
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  NEW 2/20/26: US Bank - Brokerage Downloads are Temporarily Unavailable

  Announcement Coach Jon 20 views 0 comments 0 points Started by Coach Jon February 20 Current Online Banking Issues
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  Web Releases 6.7.0 & 6.7.1

  Announcement Closed Coach Natalie 217 views 0 comments -1 point Started by Coach Natalie February 20 Updates From the Product Team
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  NEW 2/20/26: HealthEquity returns an FDP-108 error

  Announcement Coach Natalie 49 views 0 comments 0 points Started by Coach Natalie February 20 Current Online Banking Issues
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  NEW 2/19/26: ATB Financial returns an FDP-101 error

  Announcement Coach Natalie 12 views 0 comments 0 points Started by Coach Natalie February 19 Current Online Banking Issues
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  What’s one money habit you love about yourself?

  Announcement Coach Natalie 67 views 4 comments 1 point Most recent by RobWilk February 3The Water Cooler
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.1K 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 313 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community
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  Problems with Shellpoint connection

  RScott 2 views 0 comments 0 points Started by RScott 4:33AM Troubleshooting
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  Splits with multiple transfers no longer show "Go to the other side" for all transfers

  EL1234 153 views 34 comments 0 points Most recent by EL1234 4:28AMReport a Bug
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  Pending and cleared transaction showing as duplicates in Spending Plan

  RobI 30 views 4 comments 1 point Most recent by RobI 4:15AMUsing the Spending Plan
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  How do you fund & manage planned spend categories (edited)

  Answered Robert48314 36 views 7 comments 0 points Most recent by DryHeat 1:10AMUsing the Spending Plan
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  Freedom Mortgage Showing $0 Balance

  BlurrVT 18 views 4 comments 0 points Most recent by BlurrVT 12:59AMAdding and Updating Accounts
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  Account balances are still doubled (edited)

  garrettabel 82 views 12 comments 0 points Most recent by Coach Jon February 25Report a Bug for Quicken Business & Personal
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  Incorrect $0 balance for PayPal

  System 420 views 23 comments 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  Recurring Edited Reminder Disappears (edited)

  pastchief8 41 views 8 comments 0 points Most recent by Coach Jon February 25Report a Bug
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  Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

  pastchief8 22 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  HealthEquity FDP-108 error (edited)

  nrp06 186 views 23 comments 3 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  Import transactions from CSV no longer triggering Rules

  Bernardo 153 views 16 comments 0 points Most recent by Randy1234 February 25Report a Bug
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  194
  Saved Reports [edited] (13 Merged Votes)

  In Progress paleosteve 2.8K views 74 comments 194 points Most recent by flintster_99 February 25Feature Requests
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  Ability to invite more than one person to Space Sharing (edited)

  Active Flopbot 392 views 17 comments 17 points Most recent by TigerQueen February 25Feature Requests
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  Dismissing reminders should only dismiss that single reminder instance (edited)

  Active RobWilk 35 views 5 comments 6 points Most recent by EL1234 February 25Feature Requests
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  Still receiving new bill e-mails after having dataset deleted (edited)

  TheReal702 37 views 7 comments 0 points Most recent by Coach Jon February 25Troubleshooting
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  Duplicate transactions with reversed amounts (edited)

  tannerhodges 14 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Discover credit card FDP-390 (edited)

  CarsonTaylor 101 views 4 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Credit Score is blank

  jd_22622 22 views 8 comments 0 points Most recent by Coach Jon February 25Troubleshooting
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  Nebraska Ed Savings Trust Connection Error FDP-102 (edited)

  adh289 19 views 3 comments 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  Savings Goals: Ability to not have to select an account for a "Saved for far" amount [edited]

  Active Vlad 55 views 2 comments 0 points Most recent by Coach Natalie February 25Feature Requests
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  Savings Goals: Turn 'Max available' into a button that inserts the amount for withdrawal (edited)

  Active pawebb 36 views 1 comment 1 point Most recent by Coach Natalie February 25Feature Requests
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  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Active simplify39393 99 views 3 comments 2 points Most recent by Lionstone22 February 25Report Missing Financial Institution
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  Fidelity accounts holdings messed up this morning (edited)

  SRC54 12 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  [ONGOING] 12/15/25: Synchrony Bank & Synchrony Store-Branded Cards returning an FDP-103 error

  Coach Natalie 311 views 4 comments 0 points Most recent by Coach Natalie February 25Current Online Banking Issues
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  [ONGOING] 2/11/26: Venmo returns an FDP-105 error

  Coach Natalie 122 views 1 comment 0 points Most recent by Coach Natalie February 25Current Online Banking Issues
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  [ONGOING] 2/11/26: Chase - HTTP 400 error

  Coach Natalie 25 views 1 comment 0 points Most recent by Coach Natalie February 25Current Online Banking Issues
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  Need Petal Credit Card

  In Review cconrado90 327 views 12 comments 7 points Most recent by mtaylor February 25Report Missing Financial Institution
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  Transaction search needs reining in

  ChattMatt 12 views 1 comment 0 points Most recent by DryHeat February 25Feedback
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  Cetera and AdviceWorks

  Active bwinchester 457 views 22 comments 12 points Most recent by pastchief8 February 25Report Missing Financial Institution
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  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 206 views 6 comments 7 points Most recent by Ben_Ingis February 25Report Missing Financial Institution