Recent Discussions

Discussion List

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  Does the Statement name change when going from pending to cleared?

  Answered ✓ Closed sbennet1 84 views 8 comments 0 points Most recent by SRC54 May 12Managing Your Transactions
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 87 views 9 comments 13 points Most recent by moneymoneymoney111 May 11Quicken Business & Personal Feature Requests
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  Missing transactions, duplicate transactions (edited)

  Closed KRS 15 views 1 comment 0 points Most recent by Coach Jon May 11Adding and Updating Accounts
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  Merged: QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Closed moneymoneymoney111 81 views 0 comments 5 points Most recent by apartment21 May 11Quicken Business & Personal Feature Requests
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  Balance Sheet Report unable to date select

  Closed mberginco 26 views 2 comments 0 points Most recent by apartment21 May 11Quicken Business & Personal Feedback
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  Rules and Transfers?

  Closed lyr-finance 32 views 1 comment 0 points Most recent by Coach Natalie May 11Managing Your Transactions
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  Why can't I make a report to view category expenses by month in the web app?

  Answered ✓ Closed marksto 24 views 2 comments 1 point Most recent by marksto May 11Using Reports
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  Lots of errors this morning -- "error occurred," categorization changes

  Closed ejs 56 views 4 comments 0 points Most recent by Coach Jon May 11Troubleshooting
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  Date range on reports worse than before

  Closed djweizle 27 views 1 comment 0 points Most recent by Coach Jon May 11Feedback
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  First Bank - CA,IL,MO FDP-106

  abcdef 145 views 19 comments 0 points Most recent by Coach Natalie May 11Adding and Updating Accounts
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  QBP: Sync Report Filters (Personal/Business) with Account Designations (edited)

  Closed HerPurposefulPockets 24 views 1 comment 4 points Most recent by Coach Jon May 11Quicken Business & Personal Feedback
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  Osaic and Equipt

  Active jimsug 467 views 38 comments 21 points Most recent by BDUBS May 11Report Missing Financial Institution or Biller
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  Unable to search transactions by tag (edited)

  Closed Lauriefalaurie 23 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Merged: Remove Closed Accounts from Net Worth

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 May 11Using the Net Worth Feature
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  16

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  Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

  Active iamsenthilprabu 165 views 5 comments 16 points Most recent by en-chuan May 11Feature Requests
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  Merged: Automatic receipt scan/upload, attach to an entry, and proper export

  Closed en-chuan 1 view 0 comments 1 point Started by en-chuan May 11 Feature Requests
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  Duplicate transactions issue with Barclays (edited)

  Closed Cholewi1 66 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Bank of America not updating

  Closed ctanenbaum 236 views 8 comments 0 points Most recent by Smile and Dance May 10Adding and Updating Accounts
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  Merged: FDP-390 We are unable to connect to Bank of America at this time. Please try again later.

  Closed Barb and Dale 51 views 0 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Loss Ability to Resize the Columns in Transaction List (edited)

  Closed Dick_Davis 14 views 1 comment 0 points Most recent by DryHeat May 10Managing Your Transactions
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  Ability to connect to the AI Chatbot Claude (edited)

  Active Kguess 40 views 0 comments 3 points Started by Kguess May 9 Feature Requests
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  Bill entries missing in the Spending Plan from month to month (edited)

  Closed Quinho 23 views 3 comments 0 points Most recent by Coach Kristina May 9Using the Spending Plan
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 82 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 25 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  How to export or print mobile reports? (edited)

  Answered ✓ Closed Mortimer Duke 33 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
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  Unable to add PayPal Savings Account

  Closed MONEYELLZ 25 views 1 comment 0 points Most recent by Coach Jon May 8Adding and Updating Accounts
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  Mobile Release 6.18.0

  Closed Coach Natalie 81 views 0 comments 0 points Started by Coach Natalie May 8 Updates From the Product Team
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  Merged: Add Vestwell 401k

  Closed Fiera24 41 views 0 comments 11 points Started by Fiera24 May 8 Report Missing Financial Institution or Biller
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  When will UBS connectivity be restored? FDP-103 (edited)

  Closed kash80 43 views 4 comments 0 points Most recent by kash80 May 8Adding and Updating Accounts
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  Bill Connect: Georgia Power (edited)

  Active user293842894235 12 views 1 comment 2 points Most recent by SRC54 May 8Report Missing Financial Institution or Biller