Recent Discussions

Discussion List

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  3

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  Option to not have extra Savings Goals contributions included in the Spending Plan (edited)

  Active Chris 22 views 1 comment 3 points Most recent by Coach Natalie December 2024Feature Requests
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  8

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  Simple vs Complete Investment Tracking

  Active AaronJB 130 views 10 comments 8 points Most recent by UrsulaA December 2024Feature Requests
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  [ONGOING] 11/26/24: Scotia Bank returns a 105 & 106 error

  Coach Natalie 197 views 3 comments 1 point Most recent by Coach Natalie December 2024Current Online Banking Issues
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  [ONGOING] 12/11/24: Schools First FCU returns FDP-105 error

  Coach Jon 223 views 1 comment 0 points Most recent by Coach Natalie December 2024Current Online Banking Issues
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  [ONGOING] 12/10/24: Issue Adding Multiple Holdings to a Manual Brokerage Account: FHCCX & FACDX

  Coach Natalie 39 views 1 comment 0 points Most recent by Coach Natalie December 2024Known Product Issues
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  Ability to schedule a call back time for the "Call me" option (edited)

  Active lts 31 views 2 comments 5 points Most recent by Mayra Gomez December 2024Feature Requests
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  3

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  QBP: Add mileage tracking (edited)

  Active mattbroffman 32 views 2 comments 3 points Most recent by Flopbot December 2024Quicken Business & Personal Feature Requests
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  Merged: Savings Goals in Projected Cash Flow

  Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests
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  4

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  Show an icon in the transactions list to indicate manual transactions

  Active EL1234 35 views 5 comments 4 points Most recent by Jenny T December 2024Feature Requests
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  TIAA Care Code 324

  System 113 views 19 comments 0 points Most recent by Bgz December 2024Adding and Updating Accounts
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  How to use Sam's MC with Sam's Cash

  Answered ✓ Paul321 21 views 2 comments 0 points Most recent by Paul321 December 2024Adding and Updating Accounts
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  Please add Rushmore Servicing (for home mortgages)

  Active lts 10 views 1 comment 1 point Most recent by Coach Jon December 2024Report Missing Financial Institution
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  Is anyone finding it near impossible to get phone support even as a paying customer?

  lts 156 views 17 comments 1 point Most recent by lts December 2024Feedback
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  Please add FD Community Federal Credit Union (edited)

  Active lgordon777 20 views 4 comments 1 point Most recent by lgordon777 December 2024Report Missing Financial Institution
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  "Call me" feature is misleading

  lts 27 views 2 comments 0 points Most recent by lts December 2024Feedback
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  Custom Date Range for Cash Flow Projections

  RobertoT 15 views 1 comment 0 points Most recent by Coach Jon December 2024Projected Cash Flow
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  Web Release 4.39.0

  Closed Coach Natalie 365 views 0 comments 1 point Started by Coach Natalie December 2024 Updates From the Product Team
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  Please Add NetXInvestor (non-Royal Alliance) [edited]

  Active Nishant 86 views 5 comments 2 points Most recent by DannyB December 2024Report Missing Financial Institution
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  accounts export

  DSPatrick 32 views 2 comments 0 points Most recent by DSPatrick December 2024Troubleshooting
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  11000 error when adding New American Funding (edited)

  Westwise 65 views 11 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed RSKadish 1.4K views 57 comments 161 points Most recent by Matt Anfang December 2024Feature Requests
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  Midflorida credit union FDP-102 error for past couple weeks (edited)

  A P 15 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  connecting mortgagequestions.com PHH mortgage

  moneyhound 35 views 3 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  OAuth with Chime isn't working

  System 61 views 4 comments 0 points Most recent by A P December 2024Adding and Updating Accounts
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  Incorrect balance from bank causes incorrect projections (edited)

  everydave 304 views 42 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Apple Card: Not honoring "Exact Match" settings for recurring

  RobWilk 74 views 10 comments 1 point Most recent by Coach Jon December 2024Report a Bug
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  Issue: Some transactions do not allow me to mark as reviewed

  xnn7 56 views 7 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  TIAA Care code: FDP-102

  Brian Montague 24 views 2 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  TreasuryDirect converted bonds incorrect balance

  trewbux 56 views 8 comments 2 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Merged: LPL fdp 104 [Edited]

  Closed Brant Davison 31 views 0 comments 0 points Most recent by JTaylorIV December 2024Adding and Updating Accounts