Recent Discussions

Discussion List

• 
  budget/planned spend vs bills (vs cash flow) - what am I missing for things like utlility bills?

  Closed n2it 110 views 7 comments 0 points Most recent by DryHeat August 12Using the Spending Plan
• 
  Saved report names on the right don't always match the report names listed across the top

  Closed dsfreddy 201 views 13 comments 0 points Most recent by dsfreddy August 11Troubleshooting
• 
  12

  Up
  Lively HSA

  In Review BTurner00 512 views 11 comments 12 points Most recent by pointsofhonesty August 11Report Missing Financial Institution or Biller
• 
  1

  Up
  Bill Connect: Add Liberty Mutual auto insurance (edited)

  Active Steve618 10 views 0 comments 1 point Started by Steve618 August 11 Report Missing Financial Institution or Biller
• 
  "Problem generating report" error message

  Closed ejs 80 views 5 comments 0 points Most recent by Coach Natalie August 11Troubleshooting
• 
  8
  Show the Transactional Data Limit gear icon without having to hover (edited)

  Completed Closed DryHeat 42 views 2 comments 8 points Most recent by Coach Natalie August 11Feature Requests
• 
  Chase Balance is Wrong

  Closed cowboydude99 220 views 13 comments 0 points Most recent by cowboydude99 August 11Adding and Updating Accounts
• 
  Merged: Bulk Edit Icon

  Closed Milesji 10 views 0 comments 0 points Most recent by DryHeat August 10Feedback
• 
  8
  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Completed Closed DryHeat 332 views 18 comments 8 points Most recent by DryHeat August 10Feature Requests
• 
  2
  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Completed Closed RobWilk 62 views 4 comments 2 points Most recent by Coach Natalie August 10Feature Requests
• 
  5
  Recent 12 Months - Make this a full 365 days (edited)

  Completed Closed Jm1295 61 views 3 comments 5 points Most recent by Coach Natalie August 10Feature Requests
• 
  0
  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Obsolete Closed Dick_Davis 51 views 4 comments 0 points Most recent by Coach Natalie August 10Feature Requests
• 
  can I create a “Statement Balanced” category? (edited)

  Closed Dick_Davis 103 views 3 comments 0 points Most recent by Coach Natalie August 10Categories and Tags
• 
  Can I get help to restore a deleted account?

  Answered ✓ Closed eschrei 101 views 2 comments 0 points Most recent by SRC54 August 10Troubleshooting
• 
  Add Plaid as a connectivity provider for institutions that permit only Plaid

  Closed Pavel Krotkov 211 views 5 comments 2 points Most recent by Coach Kristina August 9Adding and Updating Accounts
• 
  quicken classic hangs trying to add online biller (edited)

  Closed gregcbrown 51 views 1 comment 0 points Most recent by Coach Kristina August 8Troubleshooting
• 
  8

  Up Down
  Ability to distinguish automatic payments vs. manual payments in the Upcoming section (edited)

  Active Marsha Whitney 91 views 3 comments 8 points Most recent by sea_compgeek August 8Feature Requests
• 
  BECU inconsistently FDP-108 (edited)

  Closed kmkm 71 views 1 comment 0 points Most recent by Coach Kristina August 8Adding and Updating Accounts
• 
  Merged: Make chat box moveable

  Closed dbuelke 0 views 0 comments 0 points Started by dbuelke August 8 Using Quicken Assist Chat
• 
  Can we get a recent 12 months date range that’s actually 12 months?

  Closed Pseudonymous 60 views 3 comments 0 points Most recent by RobI August 7Using Reports
• 
  New Feature Alert: Quicken Assist Chat!

  Closed Coach Natalie 1.2K views 7 comments 2 points Most recent by Coach Natalie August 7Updates From the Product Team
• 
  60
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  Completed david42960 863 views 34 comments 60 points Most recent by Levanima August 7Feature Requests
• 
  87

  Up Down
  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 2.4K views 60 comments 87 points Most recent by TwelveSilverPennies August 7Feature Requests
• 
  New Feature Alert: Dynamic Date Ranges in Reports

  Closed Coach Natalie 321 views 0 comments 0 points Started by Coach Natalie August 7 Updates From the Product Team
• 
  2

  Up Down
  Bill Connect for Credit Cards: Fetch Updated Amount in case of Statement Credit (edited)

  Active explorer2024 70 views 1 comment 2 points Most recent by sbennet1 August 7Feature Requests
• 
  Unable to add Freedom Mortgage account / Care Code: 170

  Closed movieman12345 262 views 13 comments 0 points Most recent by RSMurphy August 7Adding and Updating Accounts
• 
  Merged: Projected Numbers in Watchlists

  Closed swterry91 0 views 0 comments 1 point Started by swterry91 August 7 Feature Requests
• 
  2

  Up Down
  QBP: Ability to save an invoice template

  Active System 11 views 3 comments 2 points Most recent by phillipginn August 7Quicken Business & Personal Feature Requests
• 
  Merged: option to include investment income (dividends and interest) in reports (edited)

  Closed gsgbills 0 views 0 comments 1 point Started by gsgbills August 6 Feature Requests
• 
  88

  Up Down
  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 1.2K views 28 comments 88 points Most recent by Bartman682 August 6Feature Requests