Recent Discussions

Discussion List

• 
  81

  Up Down
  Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote)

  Active JTerbeek 614 views 17 comments 81 points Most recent by CS1234 May 24Feature Requests
• 
  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 344 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
• 
  LiveOak Bank FDP-103 (edited)

  Closed REO_Swedewagen 59 views 5 comments 1 point Most recent by REO_Swedewagen May 23Adding and Updating Accounts
• 
  5

  Up Down
  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 48 views 2 comments 5 points Most recent by AndyM! AndyM! May 23Feature Requests
• 
  Watchlists broken -- always show $0 -- anyone else?

  Closed ejs 35 views 2 comments 0 points Most recent by Coach Kristina May 23Report a Bug
• 
  6

  Up Down
  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 48 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
• 
  Allow users to limit the transactions downloaded when linking an account

  Closed DryHeat 28 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts
• 
  Frost Bank FDP-101

  Closed Marshall01 20 views 1 comment 0 points Most recent by Coach Natalie May 22Adding and Updating Accounts
• 
  5
  The transactions search bar should be an AND operation

  Completed Closed orad 44 views 4 comments 5 points Most recent by Coach Natalie May 22Feature Requests
• 
  6
  Ability to search for split amounts in transactions (edited)

  Completed Closed EL1234 47 views 3 comments 6 points Most recent by Coach Natalie May 22Feature Requests
• 
  Transfers not properly linking

  Closed MattB314 26 views 3 comments 0 points Most recent by MattB314 May 22Troubleshooting
• 
  Unable to connect to Wescom Financial (edited)

  Closed REO_Swedewagen 26 views 3 comments 1 point Most recent by Coach Natalie May 22Adding and Updating Accounts
• 
  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Closed Jean Velazquez 260 views 22 comments 0 points Most recent by Coach Jon May 22Report a Bug
• 
  Merged: Quicken Assist Chat: Categorising 'Uncategorize' items in Splits

  Closed Earth Saras 11 views 0 comments 1 point Most recent by SRC54 May 22Feedback
• 
  Merged: Live Oak Bank FDP-103 error

  Closed System 1 view 0 comments 0 points Most recent by REO_Swedewagen May 22Adding and Updating Accounts
• 
  Citibank won’t connect FDP-105

  Closed SgtB 44 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts
• 
  2

  Up Down
  Ability to set a Time Zone (edited)

  Active Earth Saras 50 views 4 comments 2 points Most recent by Earth Saras May 22Feature Requests
• 
  181

  Up Down
  Public API (edited)

  Active jlkweb12 5.4K views 74 comments 181 points Most recent by gareginordyan May 22Feature Requests
• 
  3

  Up
  JP Morgan Vestwell

  Active Ditch 27 views 0 comments 3 points Started by Ditch May 21 Report Missing Financial Institution or Biller
• 
  Merged: Inspira Financial 401(k) Rollover IRA Connection

  Closed Ditch 1 view 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
• 
  11

  Up
  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 395 views 10 comments 11 points Most recent by Ditch May 21Report Missing Financial Institution or Biller
• 
  12
  Add Live Oak Bank (edited)

  Completed Closed ksenter 440 views 21 comments 12 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
• 
  48
  Add Keyboard Shortcuts (edited)

  Completed Closed bickabah 590 views 26 comments 48 points Most recent by Coach Natalie May 21Feature Requests
• 
  Web Release 6.20.0

  Closed Coach Natalie 202 views 0 comments 1 point Started by Coach Natalie May 21 Updates From the Product Team
• 
  99
  Save account selections on "Bills & Income > Cash Flow" page [edited] (6 Merged Votes)

  Completed Closed abletown2216 1.2K views 50 comments 99 points Most recent by EL1234 May 21Feature Requests
• 
  9

  Up Down
  Ability to assign different Payees to Split Transactions (edited)

  Active esender 154 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests
• 
  2
  Imprint support for Shell cards

  JH0 150 views 1 comment 2 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
• 
  Robinhood - Savings accounts don't show up (edited)

  Closed simplira 304 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
• 
  [ONGOING] 05/06/25: UBS returns FDP-103 error

  Coach Jon 373 views 3 comments 1 point Most recent by Coach Jon May 21Current Online Banking Issues
• 
  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 615 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team