Recent Discussions

Discussion List

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  Merged: Everything else is missing transactions (edited)

  Closed Mortimer Duke 16 views 0 comments 0 points Started by Mortimer Duke June 12 Report a Bug
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  Venmo not showing transfer transactions

  Closed whyme 43 views 4 comments 0 points Most recent by whyme June 11Adding and Updating Accounts
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  How do you control what line number a taxable item is listed on for the taxes report?

  Answered ✓ sbennet1 82 views 9 comments 0 points Most recent by DryHeat June 11Using Reports
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  Web Release 6.23.0

  Closed Coach Natalie 222 views 0 comments 0 points Started by Coach Natalie June 11 Updates From the Product Team
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  Wells Fargo "service is currently unavailable" error (edited)

  Closed msanders93 42 views 4 comments 0 points Most recent by Coach Natalie June 11Adding and Updating Accounts
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  Please add Earnest Loans

  In Review mmacapagal 597 views 30 comments 16 points Most recent by odrocs June 11Report Missing Financial Institution or Biller
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  45
  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  In Progress perrynmyers 935 views 22 comments 45 points Most recent by teralan69 June 10Feature Requests
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  309

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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 5.2K views 120 comments 309 points Most recent by KP_9 June 10Feature Requests
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  Allowing Liability accounts to start with negative number to track your progress (edited)

  Closed JoshZ 35 views 1 comment 1 point Most recent by Coach Natalie June 10Adding and Updating Accounts
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  Cetera and AdviceWorks

  Active bwinchester 687 views 23 comments 13 points Most recent by Shorjeff June 10Report Missing Financial Institution or Biller
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  CC account shows "balance w/pending" in header but "bank balance" when editing account

  Closed DryHeat 47 views 3 comments 1 point Most recent by Coach Jon June 10Troubleshooting
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  John Hancock Retirement Plan Services FDP-520 (edited)

  Closed Simplimama 29 views 1 comment 0 points Most recent by Coach Natalie June 10Adding and Updating Accounts
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  Pin "Uncategorized" to the top of Filters (edited)

  Active Flopbot 50 views 2 comments 7 points Most recent by Coach Natalie June 10Feature Requests
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  expense categories with positive transactions are missing from the spending report graph (edited)

  Closed PFNikolai 73 views 9 comments 0 points Most recent by Coach Natalie June 10Troubleshooting
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  2

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  Bill Connect for Credit Cards: Update next (not current) reminder with recurring/planned expenses

  Matt Z 37 views 1 comment 2 points Most recent by Coach Natalie June 10Feature Requests
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  How do you manage planned spend without having to subtract bills?

  Closed bobbiesmith 88 views 8 comments 0 points Most recent by SRC54 June 10Using the Spending Plan
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  Loving the Watchlists! Please add percentages + a place to have a description.

  Closed msanders93 29 views 2 comments 1 point Most recent by msanders93 June 9Feedback
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  1

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  Watchlists: Add a place for a description (edited)

  Active msanders93 17 views 0 comments 1 point Started by msanders93 June 9 Feature Requests
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  1

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  Add percentages to Watchlists (edited)

  Active msanders93 4 views 0 comments 1 point Started by msanders93 June 9 Feature Requests
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 105 views 13 comments 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Tags are not auto populated when creating a recurring transaction (edited)

  Closed Micky1701 34 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
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  reorder column headers on transaction view

  Closed Micky1701 26 views 2 comments 1 point Most recent by Micky1701 June 9Feedback
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  Account balance incorrect after invoice payment (edited)

  Closed WM Myra 72 views 5 comments 0 points Most recent by Coach Jon June 9Invoices, Estimates, & Sales Receipts
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  iSolved Benefit Service (HSA)

  Active lsgc123 62 views 2 comments 1 point Most recent by lsgc123 June 9Report Missing Financial Institution or Biller
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  If you could give your past self one financial tip...

  Closed Coach Natalie 102 views 4 comments 0 points Most recent by Adam14342 June 9The Water Cooler
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  1

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  QBP: Add an Invoice Late Fee System (edited)

  Active jksjaz 18 views 0 comments 1 point Started by jksjaz June 8 Quicken Business & Personal Feature Requests
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  Notes column resetting as off in reports

  Closed JeffH 27 views 1 comment 0 points Most recent by Coach Natalie June 8Troubleshooting
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  NetX Investor connects but doesn't download holdings or transactions

  Closed phlsphr 77 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts
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  Toggled notifications off in Simplifi, but emails never stop coming.

  Closed huyz 26 views 1 comment 0 points Most recent by Coach Jon June 8Troubleshooting
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  Mechanics Bank (California) Switched to HomeStreet (edited)

  Closed Kluke67 41 views 1 comment 1 point Most recent by Coach Jon June 8Adding and Updating Accounts