Recent Discussions

Discussion List

• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 4.9K views 150 comments 275 points Most recent by Coach Natalie November 5Feature Requests
• 
  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 4 views 0 comments 1 point Started by ferrulli November 5 Feature Requests
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 19 views 0 comments 0 points Most recent by xt741258 November 5Troubleshooting
• 
  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 239 views 14 comments 1 point Most recent by Coach Natalie November 5Adding and Updating Accounts
• 
  9

  Up Down
  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 29 views 5 comments 9 points Most recent by Coach Natalie November 5Feature Requests
• 
  Freedom Mortgage Technical Error 11000

  Closed KTercha 53 views 9 comments 0 points Most recent by Coach Natalie November 5Adding and Updating Accounts
• 
  1

  Up
  Cornerstone Bank VA Personal (edited)

  bcoth 35 views 4 comments 1 point Most recent by Coach Natalie November 5Report Missing Financial Institution
• 
  Merged: Looking for a Simplifi coach

  Closed System 4 views 0 comments 0 points Most recent by hht2day November 5Getting Started
• 
  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 59 views 16 comments 0 points Most recent by Coach Natalie November 5Troubleshooting
• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.8K views 122 comments 223 points Most recent by juli7 November 5Feature Requests
• 
  Refund Reminder Card Displays on All Accounts

  Charles Collins 114 views 13 comments 0 points Most recent by SRC54 November 5Report a Bug
• 
  Merged: Alight Nightwing

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 5 Report Missing Financial Institution
• 
  Merged: Alight RTX

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 5 Report Missing Financial Institution
• 
  1

  Up
  Kades Margolis

  Active Jason Csanyi 8 views 0 comments 1 point Started by Jason Csanyi November 5 Report Missing Financial Institution
• 
  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 24 views 3 comments 0 points Most recent by Jenny T November 4Report a Bug
• 
  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 406 views 49 comments 0 points Most recent by DryHeat November 4Report a Bug
• 
  I deleted a tag, then QS created a "NA"/ "Unknown" Tag in it's place

  Max1223 73 views 8 comments 0 points Most recent by SRC54 November 4Report a Bug
• 
  9

  Up Down
  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 86 views 13 comments 9 points Most recent by RobWilk November 4Feature Requests
• 
  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 48 views 7 comments 0 points Most recent by Coach Natalie November 4Report a Bug
• 
  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 69 views 10 comments 0 points Most recent by Coach Natalie November 4Report a Bug
• 
  Time Weighted Return + Cash Flow Transactions

  kgpreet 186 views 32 comments 1 point Most recent by Coach Natalie November 4Report a Bug
• 
  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 74 views 8 comments 0 points Most recent by Coach Natalie November 4Report a Bug
• 
  Excluded transactions show up in a Watchlist

  Max1223 58 views 4 comments 1 point Most recent by Coach Natalie November 4Report a Bug
• 
  11000 error when adding New American Funding (edited)

  Westwise 127 views 13 comments 0 points Most recent by Coach Natalie November 4Adding and Updating Accounts
• 
  Idaho College Savings - error 170 (edited)

  Kchingon 153 views 20 comments 1 point Most recent by Coach Natalie November 4Adding and Updating Accounts
• 
  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 88 views 12 comments 0 points Most recent by Coach Natalie November 4Report a Bug
• 
  Link Reminders to manual transaction entries

  Closed mlemon 17 views 2 comments 1 point Most recent by RobWilk November 4Feedback
• 
  Citi Shop Your Way Migration Broken

  Closed Mike472782 77 views 11 comments 1 point Most recent by Coach Natalie November 4Adding and Updating Accounts
• 
  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 15 views 1 comment 0 points Most recent by Coach Natalie November 4Adding and Updating Accounts
• 
  16

  Up
  Questrade Brokerage - Canada

  Active bytingbitnoodles 319 views 13 comments 16 points Most recent by ryanflemington November 4Report Missing Financial Institution