Recent Discussions

Discussion List

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  Duplicate transactions issue with Barclays (edited)

  Closed Cholewi1 78 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Bank of America not updating

  Closed ctanenbaum 274 views 8 comments 0 points Most recent by Smile and Dance May 10Adding and Updating Accounts
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  Merged: FDP-390 We are unable to connect to Bank of America at this time. Please try again later.

  Closed Barb and Dale 51 views 0 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Loss Ability to Resize the Columns in Transaction List (edited)

  Closed Dick_Davis 18 views 1 comment 0 points Most recent by DryHeat May 10Managing Your Transactions
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  Ability to connect to the AI Chatbot Claude (edited)

  Active Kguess 55 views 0 comments 3 points Started by Kguess May 9 Feature Requests
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  Bill entries missing in the Spending Plan from month to month (edited)

  Closed Quinho 42 views 3 comments 0 points Most recent by Coach Kristina May 9Using the Spending Plan
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 105 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 27 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  How to export or print mobile reports? (edited)

  Answered ✓ Closed Mortimer Duke 40 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
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  Unable to add PayPal Savings Account

  Closed MONEYELLZ 30 views 1 comment 0 points Most recent by Coach Jon May 8Adding and Updating Accounts
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  Mobile Release 6.18.0

  Closed Coach Natalie 89 views 0 comments 0 points Started by Coach Natalie May 8 Updates From the Product Team
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  Merged: Add Vestwell 401k

  Closed Fiera24 41 views 0 comments 11 points Started by Fiera24 May 8 Report Missing Financial Institution or Biller
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  When will UBS connectivity be restored? FDP-103 (edited)

  Closed kash80 51 views 4 comments 0 points Most recent by kash80 May 8Adding and Updating Accounts
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  Bill Connect: Georgia Power (edited)

  Active user293842894235 18 views 1 comment 2 points Most recent by SRC54 May 8Report Missing Financial Institution or Biller
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  Add Affirm Bank

  In Review rosalynraelyn 1.4K views 21 comments 29 points Most recent by xzessdnied May 8Report Missing Financial Institution or Biller
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 250 views 10 comments 29 points Most recent by oldit51 May 8Feature Requests
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  The black flag appears as a dusky blue color on mobile (edited)

  Closed MatthewR 94 views 8 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  New Feature Alert: Saved Reports!

  Closed Coach Natalie 296 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
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  Capital Gains, Losses and Tax Reporting

  Closed Mortimer Duke 45 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments
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  Tax Mapping Transfers?

  Closed Mortimer Duke 26 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Ability to Split Investment Transactions (edited)

  Active Jack74 165 views 7 comments 12 points Most recent by jaynono May 7Feature Requests
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  Bill Connect: Please add Avista Utilities (edited)

  Active Simmeltron 14 views 0 comments 1 point Started by Simmeltron May 7 Report Missing Financial Institution or Biller
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  Ford auto loan, stash, fidelity, waste management, unable to sync (edited to clarity)

  Closed Flanniganm 14 views 1 comment 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  Amount available to withdraw is negative for savings goal (edited)

  Closed lindsayla18 100 views 13 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  Persistent Error 102 When Connecting Stash Account - Quicken Simplifi

  macanach 191 views 17 comments 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  Human Interest no longer supported; being removed from all Quicken products

  Closed Coach Natalie 207 views 0 comments 0 points Started by Coach Natalie May 7 Announcements
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  Human Interest connection doesn't work with 2FA (but does without)

  Closed clintval 544 views 38 comments 0 points Most recent by Coach Natalie May 7Adding and Updating Accounts
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  Please Add Education First Credit Union to Institutions

  Justice Crank 23 views 0 comments 1 point Started by Justice Crank May 7 Report Missing Financial Institution or Biller
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  Web Release 6.18.0

  Closed Coach Natalie 70 views 0 comments 0 points Started by Coach Natalie May 7 Updates From the Product Team
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  Funds from deleted savings goal still appear in the source account

  Closed lindsayla18 104 views 13 comments 0 points Most recent by Coach Jon May 7Troubleshooting