Recent Discussions

Discussion List

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  Robinhood Spending checking acct balance shows as zero

  jhsjh342613 188 views 22 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 742 views 51 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 35 views 3 comments 12 points Most recent by EL1234 December 2025Feature Requests
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  Baxter Credit Union Showing Debits as Credits while Pending (edited)

  cvwest 111 views 14 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 125 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 113 views 6 comments 9 points Most recent by penalty3fiber December 2025Feature Requests
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  Projected Cash Flow Does Not Account for Pending Transactions

  Ames.Vannah 56 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
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  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 16 views 1 comment 1 point Most recent by Coach Jon December 2025Feature Requests
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  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 86 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed HSC 276 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  T Rowe Price (FDP-105)

  lwyman 22 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  10

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  Please add Mazda Financing

  In Review Annie 335 views 12 comments 10 points Most recent by Theprainos December 2025Report Missing Financial Institution
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  [ONGOING] 12/3/25: Summit CU returns an FDP-102 error

  Coach Natalie 26 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 19 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 690 views 36 comments 114 points Most recent by SRC54 December 2025Feature Requests
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  Merged: Income Report Mismatched Colors

  Closed yfor11 5 views 0 comments 0 points Started by yfor11 December 2025 Using Reports
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  Merged: Option to display All Time under Date Range in Reports function

  Closed LiYang 3 views 0 comments 1 point Started by LiYang December 2025 Feature Requests
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  Please add Desert Financial Credit Union for online access.

  In Review EddieTrina 938 views 36 comments 17 points Most recent by kimberlyjarman December 2025Report Missing Financial Institution
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  FDP-192 Error with ComputerShare

  lencoh82 122 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
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  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 257 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Advanced Security Needed in addition to simple password

  Billybchampion 35 views 3 comments 1 point Most recent by Coach Jon December 2025Feedback
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  Navy Federal Credit Union Digital Investor accounts missing (edited)

  HTR 64 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 498 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  DryHeat 55 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  Web Releases 4.87.0 - 4.87.2

  Closed Coach Natalie 220 views 0 comments 1 point Started by Coach Natalie December 2025 Updates From the Product Team
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  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 155 views 23 comments 0 points Most recent by Coach Jon December 2025Bills and Income
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 59 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to filter transactions by Pending/Cleared (edited)

  Active Mike0514 13 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Connection to CIT bank is not working again

  michaelfurman 30 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York State Deferred Compensation FDP-102 (edited)

  bjohn 18 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts