Recent Discussions

Discussion List

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  PayPal Credit, MasterCard and Crypto - STILL Missing Transactions

  Closed djb230elk 182 views 7 comments 2 points Most recent by Coach Jon June 18Adding and Updating Accounts
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  Please add my.vanguardplan.com (Ascensus) [edited]

  Closed Rob Davis 24 views 1 comment 1 point Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 122 views 4 comments 6 points Most recent by Par2020 June 18Feature Requests
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  Web Release 6.24.0

  Closed Coach Natalie 205 views 0 comments 0 points Started by Coach Natalie June 18 Updates From the Product Team
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  QBP: Ability to preset the Due Date for Invoices (edited)

  Completed Closed Amnesiac 120 views 5 comments 7 points Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
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  QBP: Web App: Ability to share invoices and estimates via text (edited)

  Active Emily1320! 35 views 4 comments 1 point Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
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  Transaction export is missing notes field (edited)

  Closed James-0401 32 views 1 comment 0 points Most recent by Coach Jon June 18Troubleshooting
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  QBP: Add tax status, tax id number, and hourly rate to client details (edited)

  Active Emily1320! 14 views 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
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  Merged: Create PO number feature on invoicing & estimates

  Closed Emily1320! 1 view 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 36 views 1 comment 7 points Most recent by Emily1320! June 18Quicken Business & Personal Feature Requests
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  Cenlar FSB - FDP-155 error / Cenlar (Finicity) - 103 error (edited)

  Closed Bill N 65 views 3 comments 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

  Closed Andor 52 views 3 comments 0 points Most recent by Coach Jon June 17Report a Bug
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  Mobile Releases 6.24.0 & 6.24.1

  Closed Coach Natalie 189 views 0 comments 0 points Started by Coach Natalie June 17 Updates From the Product Team
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  Why do the Bills + Subscriptions + Transfers not add up correctly in the Spending Plan?

  Closed msanders93 44 views 4 comments 0 points Most recent by SRC54 June 17Troubleshooting
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  duplicate transactions still showing

  Closed nspi15 158 views 10 comments 0 points Most recent by nspi15 June 16Feedback
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  Add Spending Bubbles inside of each "Planned Spend" if there are sub-categories involved.

  Active msanders93 12 views 0 comments 1 point Started by msanders93 June 16 Feature Requests
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  Closed techie001 54 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  FirstBank of Denver CO (FirstBank of Colorado) Accounts Migrating to PNC Bank

  Announcement Closed Coach Natalie 147 views 0 comments 0 points Started by Coach Natalie June 16 Announcements
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  Ent Credit Union changed website and now returns FDP-108 (edited)

  Closed beer052420 134 views 2 comments 0 points Most recent by beer052420 June 16Adding and Updating Accounts
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  Bank shows bill Paid and also Pending

  Closed neon45 43 views 2 comments 0 points Most recent by neon45 June 15Adding and Updating Accounts
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  Voya Financial won't reconnect - "No eligible accounts found"/"You have already added all accounts"

  Closed sburley 432 views 30 comments 0 points Most recent by Coach Natalie June 15Adding and Updating Accounts
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  For proper tax reporting, we need some additional tax forms

  Closed Anycj 52 views 2 comments 0 points Most recent by Coach Natalie June 15Feedback
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  Saved Reports: Share your feedback here!

  Closed Coach Natalie 777 views 41 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Net Worth Feature: Share your feedback here!

  Closed Coach Natalie 4.7K views 157 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Ability to import a list of categories (edited)

  Anycj 52 views 2 comments 2 points Most recent by Coach Natalie June 15Feature Requests
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  Cash basis spending plan

  Closed EFG 43 views 2 comments 1 point Most recent by EL1234 June 15Using the Spending Plan
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Closed Gregory S. 104 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  Add an automatic "Create Rule" prompt when editing transactions (edited)

  RobertoT 51 views 1 comment 2 points Most recent by Coach Natalie June 15Feature Requests
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  Net Worth: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.9K views 55 comments 104 points Most recent by SRC54 June 15Feature Requests
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  Retroactively update net worth

  Closed dbtx 61 views 2 comments 4 points Most recent by Coach Natalie June 15Feedback