Recent Discussions

Discussion List

• 
  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 22 views 1 comment 1 point Most recent by SRC54 December 2025The Water Cooler
• 
  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 50 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Pending false Payment to Apple Card

  Closed N4KHQ 31 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  TD Bank/First Community Bank connection has failed (edited)

  Closed CleoZ 90 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
• 
  FDP-103 Error still exists with Tangerine

  Closed ratienza 180 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
• 
  Merged: More Total Spending Report Categories

  Closed 6-1blonde 5 views 0 comments 1 point Started by 6-1blonde December 2025 Feature Requests
• 
  120

  Up Down
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  In Review ChrisHardie 2.3K views 67 comments 120 points Most recent by 6-1blonde December 2025Feature Requests
• 
  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 123 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  Prompt Payer Badge… I WAS doing so well!

  DannyB 614 views 64 comments 1 point Most recent by DannyB December 2025Report a Bug
• 
  Savings Goal changed my account balance

  Closed luke.navarro 35 views 3 comments 0 points Most recent by DryHeat December 2025Troubleshooting
• 
  Unable to change the category on a linked refund (edited)

  cloudquick 139 views 25 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  iOS System Information Bar appears Black in Dark Mode (edited)

  housetr 83 views 12 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Toronto Stock Exchange Symbols Not Working

  donnajean 113 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
• 
  [ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 72 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
• 
  [ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 190 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
• 
  Known error showing Robinhood as not working.

  Closed FutureEye 17 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
• 
  1

  Up Down
  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 35 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
• 
  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 29 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
• 
  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 42 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution
• 
  Home bank www.home24bank.com Business Portal

  Closed tbestjr81 11 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 70 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  0

  Up Down
  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 9 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2

  Up Down
  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 20 views 0 comments 2 points Started by SRC54 December 2025 Feature Requests
• 
  Merged: Net Worth Report

  Closed SCT41 5 views 0 comments 1 point Started by SCT41 December 2025 Feature Requests
• 
  228

  Up Down
  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.3K views 118 comments 228 points Most recent by SCT41 December 2025Feature Requests
• 
  6

  Up
  Carters Credit Card (by Comenity)

  In Review fredct 428 views 3 comments 6 points Most recent by FutureEye December 2025Report Missing Financial Institution
• 
  1

  Up Down
  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 861 views 26 comments 1 point Most recent by FutureEye December 2025Feature Requests
• 
  6

  Up
  Metlife HSA (edited)

  Active FutureEye 169 views 13 comments 6 points Most recent by FutureEye December 2025Report Missing Financial Institution
• 
  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 3 views 0 comments 1 point Started by Ruonline December 2025 Feature Requests
• 
  Export to PDF is practically useless to me

  Closed SRC54 45 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback