Recent Discussions

Discussion List

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  No recurring transaction indicator

  Closed DMarshall 26 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
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  Fidelity Elan credit card transaction update delays (edited)

  Closed RobI 97 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
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  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 21 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 13 views 0 comments 2 points Most recent by Caradean28 February 20Feature Requests
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  Baird Account Missing Holdings (edited)

  Closed disc2120 98 views 14 comments 0 points Most recent by Coach Natalie February 20Investments
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  Web Releases 6.7.0 & 6.7.1

  Closed Coach Natalie 249 views 0 comments -1 point Most recent by Coach Natalie February 20Updates From the Product Team
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  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 16 views 2 comments 3 points Most recent by EL1234 February 20Feature Requests
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  Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

  Closed TJ_JR2 451 views 19 comments 2 points Most recent by amedina February 20Adding and Updating Accounts
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  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 183 views 25 comments 0 points Most recent by Coach Jon February 19Bills and Income
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  Merged: HSA Bank - Unable to add HSA Invest Account (edited)

  Closed GlobalChanges 6 views 0 comments 0 points Most recent by GlobalChanges February 19Adding and Updating Accounts
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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 23 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
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  Deleting Future Reminder (not next reminder) deletes previous reminders

  Closed RobWilk 28 views 4 comments 0 points Most recent by EL1234 February 19Troubleshooting
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  Investment Report Request: Heat Map

  Closed bsmorovitz 22 views 1 comment 1 point Most recent by Coach Jon February 19Investments
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  QBP: Ability to export Mileage (edited)

  Dick_Davis 29 views 1 comment 1 point Most recent by Coach Natalie February 19Quicken Business & Personal Feature Requests
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  Merged: Bank Payee field

  Closed DryHeat 5 views 0 comments 0 points Most recent by DryHeat February 19Managing Your Transactions
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  Automatically update accounts in the background without having to login (edited)

  Active bobluck 336 views 9 comments 33 points Most recent by AlbFer February 19Feature Requests
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  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 5 views 0 comments 0 points Most recent by Shibin Ishaque February 19Using the Net Worth Feature
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  Can we apply an exchange rate for an account?

  Closed SROBERTS 19 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 24 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 27 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
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  Please add Mazda Financing

  In Review Annie 419 views 15 comments 13 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  Second United Wholesale Mortgage URL

  In Review monroe 1.1K views 25 comments 9 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  HealthEquity HSA Investment Account Missing

  Closed aqua 70 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  CareCredit account no longer available to connect after login portal migration (FDP-103)

  Closed daeSTorm 48 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 14 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 19 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Merged: HealthEquity issue NOT resolved. Why are you deleting my posts?

  Closed nrp06 5 views 0 comments 0 points Most recent by nrp06 February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 22 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 299 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  [ONGOING] 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Coach Jon 92 views 1 comment 1 point Most recent by Coach Jon February 18Current Online Banking Issues