Recent Discussions

Discussion List

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  CareCredit account no longer available to connect after login portal migration (FDP-103)

  Closed daeSTorm 41 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 13 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 13 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Merged: HealthEquity issue NOT resolved. Why are you deleting my posts?

  Closed nrp06 5 views 0 comments 0 points Most recent by nrp06 February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 20 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 274 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  [ONGOING] 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Coach Jon 91 views 1 comment 1 point Most recent by Coach Jon February 18Current Online Banking Issues
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  Merged: Money taken out of savings goals goes back into available to spend

  Closed SMSmith96 3 views 0 comments 1 point Most recent by SMSmith96 February 18Feature Requests
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 610 views 29 comments 64 points Most recent by SMSmith96 February 18Feature Requests
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  Sales Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 23 views 2 comments 1 point Most recent by Coach Natalie February 18Quicken Business & Personal Feedback
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  New Feature Alert: Sales Receipts for Quicken Business & Personal!

  Closed Coach Natalie 202 views 1 comment 1 point Most recent by Coach Natalie February 18Updates From the Product Team
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.6K views 137 comments 223 points Most recent by BBSD February 18Feature Requests
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 87 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 862 views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 47 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  ADP Retirement Services - Care Code: Not found / FDP-103 (edited)

  Closed jgould56 84 views 13 comments 0 points Most recent by Coach Jon February 17Adding and Updating Accounts
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  Watchlist Request - Stop displaying anticipated expenses (edited)

  Closed Mortimer Duke 21 views 1 comment 0 points Most recent by Coach Jon February 17Using Watchlists
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  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  Closed ritaylor 57 views 15 comments 0 points Most recent by SRC54 February 17Report a Bug
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 51 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  [ONGOING] 2/3/26: NY’s 529 College Savings Program returns an FDP-102 error

  Coach Natalie 120 views 1 comment 0 points Most recent by Coach Natalie February 17Current Online Banking Issues
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  [ONGOING] 2/3/26: Berkshire Bank WC returns an FDP-101 error

  Coach Natalie 15 views 1 comment 0 points Most recent by Coach Natalie February 17Current Online Banking Issues
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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  Closed schwoeg1? 48 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting
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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 417 views 17 comments 34 points Most recent by schwoeg1? February 17Feature Requests
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  Merged: Estimate the recurring amount in reminders

  Closed kelly23 5 views 0 comments 1 point Most recent by kelly23 February 17Feature Requests
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  Set Recurring Series Amounts Based on Time of Year, Average Amount, Etc. (edited)

  Active Flopbot 504 views 15 comments 25 points Most recent by kelly23 February 17Feature Requests
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ Closed schwoeg1? 70 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
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  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 33 views 3 comments 6 points Most recent by uf97ddim February 17Quicken Business & Personal Feature Requests
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  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 39 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
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  Pending transactions not downloading from Citizens (edited)

  Closed amlafleur 19 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  http://www.netxinvestor.com/ based accounts need one time code every time

  Closed everydave 15 views 3 comments 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts