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NEW 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

Announcement Coach Jon 11 views 0 comments 0 points Started by Coach Jon February 4 Current Online Banking Issues

What’s one money habit you love about yourself?

Announcement Coach Natalie 25 views 4 comments 1 point Most recent by RobWilk February 3The Water Cooler

NEW 2/3/26: NY’s 529 College Savings Program returns an FDP-102 error

Announcement Coach Natalie 9 views 0 comments 0 points Started by Coach Natalie February 3 Current Online Banking Issues

NEW 2/3/26: Berkshire Bank WC returns an FDP-101 error

Announcement Coach Natalie 3 views 0 comments 0 points Started by Coach Natalie February 3 Current Online Banking Issues

NEW 02/02/26: EQ Bank returns FDP-106 error

Announcement Coach Jon 14 views 0 comments 0 points Started by Coach Jon February 2 Current Online Banking Issues

NEW 02/02/26: Vancity Credit Union returns FDP-102 error

Announcement Coach Jon 45 views 0 comments 1 point Started by Coach Jon February 2 Current Online Banking Issues

Web Release 6.4.0

Announcement Closed Coach Natalie 229 views 0 comments 2 points Started by Coach Natalie January 30 Updates From the Product Team

Mobile Releases 6.4.0 - 6.4.3

Announcement Closed Coach Natalie 142 views 0 comments 0 points Started by Coach Natalie January 30 Updates From the Product Team

[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals

Announcement Coach Janean 8.4K views 5 comments -3 points Most recent by Coach Janean January 30Known Product Issues

New Feature Alert: Net Worth!

Announcement Closed Coach Natalie 285 views 0 comments 2 points Started by Coach Natalie January 30 Updates From the Product Team

How to post to the Community

Announcement Closed Coach Kathryn 1K views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 311 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community

"Account needs attention" shown on mobile app for closed accounts (edited)

Mike2023 88 views 21 comments 0 points Most recent by SRC54 11:50AMTroubleshooting

Cannot "clear" a transaction that was created via a transfer within a split

EL1234 16 views 4 comments 0 points Most recent by SRC54 11:29AMReport a Bug

RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

TaWa 69 views 18 comments 0 points Most recent by TaWa 3:28AMAdding and Updating Accounts

Nationwide Retirement Solutions - You have already added all your accounts (edited)

davidsonj 54 views 7 comments 0 points Most recent by danielp_ 1:36AMAdding and Updating Accounts

getting field errors when editing existing transaction rules (edited)

Randy1234 45 views 8 comments 1 point Most recent by DryHeat 12:58AMReport a Bug

Alerus is still not fixed. (FDP-103)

subiemat 124 views 13 comments 0 points Most recent by LH13 12:55AMAdding and Updating Accounts

CarMax Auto Finance FDP-108

joat 11 views 2 comments 0 points Most recent by joat 12:39AMAdding and Updating Accounts

Goals still show double balance on the latest version of iOS

System 106 views 19 comments 0 points Most recent by Coach Jon February 4Report a Bug

Last Apple update Jan. 21 2026

N4KHQ 41 views 14 comments 0 points Most recent by N4KHQ February 4Adding and Updating Accounts

Unable to connect to Elevations - FDP-102 (edited)

freirich 44 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts

Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

sdmoore59 8 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts

Invoice Feedback: Need "Enter/Return" key to be effective

jonathanstarward 9 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts

Savings Goals show wrong completion percentages and other incorrect info (edited)

MattS 41 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug

Home Equity Loan current balance owed shows as Positive Amount

ronshapiro 27 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts

1

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

Active SRC54 18 views 3 comments 1 point Most recent by Coach Natalie February 4Feature Requests

Temporary Double Counting of Investment Transfer Between Accounts

nrp06 30 views 7 comments 0 points Most recent by SRC54 February 4Investments

Some active goals show up in my spending plan as having $0 monthly contributions (edited)

Jerrod 63 views 6 comments 0 points Most recent by Coach Jon February 4Report a Bug

Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)

jhst 56 views 10 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts

10

QBP: Ability to delete ALL business categories (edited)

Active Flopbot 93 views 7 comments 10 points Most recent by Midwest867 February 4Quicken Business & Personal Feature Requests

Merged: Allow deletion of all business categories (edited)

Closed Midwest867 13 views 0 comments 1 point Started by Midwest867 February 4 Feature Requests

[RESOLVED] 12/15/25: New York State Deferred Compensation returns an FDP-102 error

Closed Coach Natalie 59 views 2 comments 0 points Most recent by Coach Jon February 4Current Online Banking Issues

2

Show Other Spending as a bar graph (edited)

Active Derek&Kelly 56 views 2 comments 2 points Most recent by Coach Natalie February 4Feature Requests

4

Show Percentages on 'Top Spending Categories' Dashboard card (edited)

Active dreff 127 views 2 comments 4 points Most recent by Coach Natalie February 4Feature Requests

1

Ability to hide the "All Accounts" total (edited)

Active PWarrenB 12 views 1 comment 1 point Most recent by Coach Natalie February 4Feature Requests

Savings Goal Not Adding Back to Spending Plan with Withdrawn

TiggerTrainer 16 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug

Prompt Payer Badge… I WAS doing so well!

DannyB 667 views 67 comments 1 point Most recent by Coach Natalie February 4Report a Bug

Account balances are still doubled (edited)

garrettabel 51 views 7 comments 0 points Most recent by garrettabel February 4Report a Bug for Quicken Business & Personal

112

Split Transactions - Add "Note" field to each split (1 Merged Vote)

Planned 2sonsjim 1.1K views 45 comments 112 points Most recent by EL1234 February 4Feature Requests

How are we to use the new "Unpaid" field now available in the register?

DryHeat 18 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions

American Education Services - Care Code: FDP-530

atantillo 2 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts

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