Recent Discussions

Discussion List

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  Merged: WOW someone finally did it, Spending Plans that Make sense

  Closed FinTechMan 1 view 0 comments 0 points Most recent by FinTechMan July 2025Share your Success!
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  Support for Booz Allen ECAP Retirement [edited]

  In Review sluxenberg 867 views 26 comments 2 points Most recent by jmille22 July 2025Report Missing Financial Institution or Biller
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  QBP: Combine unbilled project line items into one line on Invoices (edited)

  Active jsd742 2 views 0 comments 1 point Most recent by jsd742 July 2025Quicken Business & Personal Feature Requests
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  National Bank of Canada doesn't work (FDP-106 error)

  Closed Unbreakable1989 13 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  New Bank / Mortgage Request - Lakeview (edited)

  Closed Jake Pratt 41 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Nationwide Retirement NOT resolved - FDP-106 (edited)

  Closed jsharpe27 112 views 11 comments 0 points Most recent by cl134 July 2025Adding and Updating Accounts
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  Merged: Savings Goals Sort and Save Settings Enhancements

  Closed engelfisch 1 view 0 comments 1 point Most recent by engelfisch July 2025Feature Requests
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  Missing Transactions

  Closed damnedxer 22 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 233 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 179 views 4 comments 1 point Most recent by rwhoppe July 2025Adding and Updating Accounts
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  Accounts with Fidelity showing incorrect balances and transactions after update

  Closed jwfly35 42 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  HSBC UK

  Closed HydroHeath 13 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Merged: Wise

  Closed HydroHeath 1 view 0 comments 1 point Most recent by HydroHeath July 2025Report Missing Financial Institution or Biller
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  Heartland Credit Union of MN

  Active csraw 21 views 3 comments 4 points Most recent by BenDavis2003 July 2025Report Missing Financial Institution or Biller
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  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
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  Many of my Accounts are "failing" attempting to connect to the new method

  Closed rburke789 22 views 1 comment 0 points Most recent by Coach Natalie July 2025Bills and Income
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  Mobile phone widget for adding a transaction (edited)

  Active K-rutt 2 views 0 comments 2 points Most recent by K-rutt July 2025Feature Requests
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 52 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  iOS widgets not working

  Closed rockchalk89 94 views 2 comments 0 points Most recent by rockchalk89 July 2025Report a Bug
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  75
  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Completed Closed JTerbeek 1.3K views 39 comments 75 points Most recent by purdnost July 2025Feature Requests
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  2
  Add DC College Savings Plan Aggregator URL (edited)

  Completed Closed dcsaver 96 views 7 comments 2 points Most recent by Coach Natalie July 2025Report Missing Financial Institution or Biller
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  RBC error message FDP-102 (edited)

  Closed Bg3putt 107 views 17 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Transaction Activity – Notes not fully displayed (edited)

  Closed Dick_Davis 61 views 8 comments 0 points Most recent by Dick_Davis July 2025Report a Bug
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  Unable to create a 2nd or 3rd space

  Answered ✓ Closed RDL 41 views 4 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  1
  Add a horizontal scroll bar to Reports (edited)

  Already Offered Closed Kseniya 13 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests
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  4
  Spending Plan: Income should be separate from bills and saving

  Completed Closed Chrobrego 105 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  [ONGOING] 7/2/25: Truist Bank - Bank Option (BID) Change / FDP-102 error

  Coach Natalie 387 views 2 comments 0 points Most recent by Coach Jon July 2025Current Online Banking Issues
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  Merged: New Spending Plan: Customization of Transaction lists does not "stick"

  Closed DryHeat 1 view 0 comments 0 points Most recent by DryHeat July 2025Using the Spending Plan
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  New Feature Alert: Spending Plan Redesign!

  Closed Coach Natalie 595 views 0 comments 3 points Most recent by Coach Natalie July 2025Updates From the Product Team
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  Merged: New Spending Plan: Sorting Planned Spending expenses does not work correctly

  Closed DryHeat 1 view 0 comments 0 points Most recent by Coach Natalie July 2025Using the Spending Plan