Recent Discussions

Discussion List

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  Dynamic Date Ranges in Reports: Share your feedback here!

  Closed Coach Natalie 210 views 7 comments 1 point Most recent by Coach Natalie September 3Feedback
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  Enhanced Transaction List Toolbar: Share your feedback here!

  Closed Coach Natalie 827 views 41 comments 0 points Most recent by Coach Natalie September 3Feedback
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  Web Release 6.35.0

  Closed Coach Natalie 210 views 0 comments 0 points Started by Coach Natalie September 3 Updates From the Product Team
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  Switching from Account to All Accounts With Filters Applied (edited)

  Closed Dick_Davis 91 views 8 comments 0 points Most recent by Coach Aldair September 3Troubleshooting
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  Horizontal Bar graphs in reports have misaligned/overlapping labels (edited)

  Closed Kevp123 192 views 10 comments 0 points Most recent by Coach Aldair September 3Report a Bug
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  Ability to Standardize Columns for Transaction Views Across Platform

  Active TwelveSilverPennies 10 views 0 comments 1 point Started by TwelveSilverPennies September 3 Feature Requests
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  Display Space Name at Top

  Active Flopbot 21 views 1 comment 3 points Most recent by TwelveSilverPennies September 3Feature Requests
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  ONGOING 9/3/26: Bank of America - Health Accounts returns an FDP-192 error

  Coach Natalie 426 views 2 comments 0 points Most recent by Coach Natalie September 3Current Online Banking Issues
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.7K views 13 comments 37 points Most recent by Dariusz September 2Feature Requests
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  Bill Connect: Southern California Edison

  Active elbeh 41 views 4 comments 1 point Most recent by ihavehissyfits September 2Report Missing Financial Institution or Biller
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  Calm and in Control Achievement Doesn't Seem To Count Mobile Use (edited)

  Closed Snipes 252 views 15 comments 0 points Most recent by Snipes September 2Troubleshooting
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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Completed Closed Jim313 553 views 15 comments 21 points Most recent by Coach Natalie September 2Feature Requests
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  27
  Watchlists: Exclude Upcoming Reminders from 'Spent so far' amount (edited)

  Completed Closed CharlieP 482 views 20 comments 27 points Most recent by Coach Natalie September 2Feature Requests
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  Don't cut off long bar graph labels/use a consistent number of characters (edited)

  Active DryHeat 133 views 7 comments 2 points Most recent by Coach Natalie September 2Feature Requests
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  Mobile Release 6.35.0

  Closed Coach Natalie 160 views 0 comments 0 points Started by Coach Natalie September 2 Updates From the Product Team
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  Reports filter not honoring the "Show Excluded in Reports" option (edited)

  Closed Me123456 307 views 17 comments 0 points Most recent by Me123456 September 2Report a Bug
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  Ability to have all-in-one Space per user and allow multiple Personal Entities

  Active Moralessalsidoj 101 views 11 comments 2 points Most recent by Moralessalsidoj September 2Feature Requests
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  ONGOING 7/7/26: Fidelity investment accounts displaying incorrect Cost Basis

  Coach Kristina 405 views 1 comment 0 points Most recent by Coach Natalie September 2Current Online Banking Issues
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 562 views 26 comments 32 points Most recent by DryHeat September 2Feature Requests
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  Merged: Add Privileges, change Tags and Categorization structures to be per Personal/Business Entity

  Closed Moralessalsidoj 0 views 0 comments 1 point Started by Moralessalsidoj September 2 Quicken Business & Personal Feature Requests
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  Add “Balance end of month” line items to Investments Balances (edited)

  Active okc resident 51 views 3 comments 2 points Most recent by Coach Natalie September 2Feature Requests
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  Closed theotherjay 801 views 36 comments 2 points Most recent by Snipes September 2Investments
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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 30 views 0 comments 4 points Started by SquirrelScratcher September 2 Feature Requests
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  Apple saving inverse balance

  Closed tjc57 80 views 8 comments 0 points Most recent by Coach Aldair September 2Adding and Updating Accounts
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  TD Canada Trust returning FDP-102

  Closed theradioguy 61 views 5 comments 0 points Most recent by theradioguy September 1Adding and Updating Accounts
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  My credit union (Washington State Employees Credit Union) is not available (edited)

  Closed Doug Olson 153 views 5 comments 0 points Most recent by djstewy September 1Feedback
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  Paypal Credit MasterCard Not Syncing/Adding (edited)

  Closed Jrunner01 302 views 18 comments 0 points Most recent by jpbaytown September 1Adding and Updating Accounts
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.7K views 71 comments 233 points Most recent by pbryn1983 September 1Feature Requests
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  Ability to Archive Tags

  Active Mergim 264 views 16 comments 19 points Most recent by EL1234 September 1Feature Requests
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  Credit Score is blank/Verification Link Failed error (edited)

  Closed jd_22622 311 views 17 comments 0 points Most recent by Coach Natalie September 1Troubleshooting