Recent Discussions

Discussion List

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  Security National Bank Iowa

  Closed OmniProp 10 views 1 comment 1 point Most recent by Coach Jon December 2024Adding and Updating Accounts
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  [ONGOING] 11/27/24: Payee Names downloading as "Check" for Multiple FI's

  Coach Jon 60 views 1 comment 0 points Most recent by Coach Jon December 2024Current Online Banking Issues
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  Setup for recurring yearly transactions

  Closed christiney 29 views 2 comments 0 points Most recent by DannyB December 2024Managing Your Transactions
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  Merged: Spending Plan > Planned Spending > New Feature!

  Closed DannyB 20 views 0 comments 2 points Most recent by UrsulaA December 2024Feedback
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  Refund (edited)

  Closed kaylen 31 views 1 comment 0 points Most recent by Coach Jon December 2024Getting Started
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  Where do I go to manage Payees?

  Answered ✓ Closed nrp06 82 views 9 comments 0 points Most recent by EL1234 December 2024Getting Started
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  7
  Ability to close out/release all Planned Spending expenses at one time (edited)

  Completed Closed UrsulaA 76 views 1 comment 7 points Most recent by UrsulaA December 2024Feature Requests
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  2
  Auto release unspent Planned Spending funds at end of the month (edited)

  Completed Closed dfeinst 30 views 1 comment 2 points Most recent by UrsulaA December 2024Feature Requests
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  19

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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 295 views 10 comments 19 points Most recent by sacrophyte December 2024Feature Requests
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  2

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  Ability to import transactions from a PDF (edited)

  Active sacrophyte 27 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
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  Net Worth Report Missing "Education" Category

  Closed budgetj75 23 views 4 comments 0 points Most recent by budgetj75 December 2024Report a Bug
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  Web Releases 4.37.0 & 4.37.1

  Closed Coach Natalie 451 views 0 comments 4 points Started by Coach Natalie December 2024 Updates From the Product Team
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  Connection to Schools First FCU FDP-103 error (edited)

  Closed J Himmel3 49 views 2 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  220
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3K views 98 comments 220 points Most recent by mimiminn December 2024Feature Requests
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  Allow Billers to Connect to More than one recurring transaction!

  Closed RobWilk 53 views 9 comments 3 points Most recent by RobWilk December 2024Bills and Income
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  Certain Investments Not Counting Toward Net Worth

  Closed piksol 66 views 6 comments 0 points Most recent by Coach Jon December 2024Investments
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 130 views 13 comments 1 point Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Biller Question - Comcast

  Closed Flopbot 70 views 11 comments 1 point Most recent by SRC54 December 2024Bills and Income
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  2

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  QBP: Ability to edit and delete Projects (edited)

  Active Flopbot 32 views 1 comment 2 points Most recent by Coach Natalie December 2024Quicken Business & Personal Feature Requests
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  Savings Goal Does Not Stop in Spending Plan

  Closed Paul321 42 views 3 comments 1 point Most recent by Paul321 December 2024Using the Spending Plan
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  42

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.1K views 33 comments 42 points Most recent by RockLee December 2024Feature Requests
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  11

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  Expand the time range on Watchlists/Ability to set a custom range (edited)

  Active Max1223 182 views 10 comments 11 points Most recent by RobWilk December 2024Feature Requests
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  145

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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.1K views 52 comments 145 points Most recent by RobWilk December 2024Feature Requests
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  7

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  Oregon College Savings Plan support

  In Review bellyitcher 150 views 6 comments 7 points Most recent by rapsamurai December 2024Report Missing Financial Institution
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  46

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 442 views 14 comments 46 points Most recent by UrsulaA December 2024Feature Requests
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  Many, but not all, transactions in 2024 for one credit card have reverted to “pending”

  Closed tylermdunn 60 views 7 comments 0 points Most recent by Coach Kristina December 2024Report a Bug
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  Payee renaming suddenly really bad

  Closed carmy 36 views 2 comments 0 points Most recent by Coach Kristina December 2024Troubleshooting
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  Adding Crypto Currency Transactions Manually

  Closed Diver4242 46 views 4 comments 0 points Most recent by Coach Kristina December 2024Managing Your Transactions
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  251

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  Split transactions should be treated as separate transactions (2 Merged Votes)

  Active bcrossman 3.9K views 142 comments 251 points Most recent by dsfreddy December 2024Feature Requests
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  How to open the correct data file on startup?

  Closed Ken Stewart 18 views 1 comment 0 points Most recent by Coach Kristina December 2024Troubleshooting