Recent Discussions

Discussion List

• 
  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
• 
  113

  Up Down
  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 714 views 36 comments 113 points Most recent by SRC54 December 2025Feature Requests
• 
  Merged: Income Report Mismatched Colors

  Closed yfor11 1 view 0 comments 0 points Started by yfor11 December 2025 Using Reports
• 
  Merged: Option to display All Time under Date Range in Reports function

  Closed LiYang 1 view 0 comments 1 point Started by LiYang December 2025 Feature Requests
• 
  FDP-192 Error with ComputerShare

  Closed lencoh82 153 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
• 
  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 261 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Advanced Security Needed in addition to simple password

  Closed Billybchampion 41 views 3 comments 1 point Most recent by Coach Jon December 2025Feedback
• 
  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 71 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 521 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
• 
  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 71 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
• 
  Web Releases 4.87.0 - 4.87.2

  Closed Coach Natalie 221 views 0 comments 1 point Started by Coach Natalie December 2025 Updates From the Product Team
• 
  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 162 views 23 comments 0 points Most recent by Coach Jon December 2025Bills and Income
• 
  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 72 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  2

  Up Down
  Ability to filter transactions by Pending/Cleared (edited)

  Active Mike0514 11 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  Connection to CIT bank is not working again

  Closed michaelfurman 46 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  New York State Deferred Compensation FDP-102 (edited)

  Closed bjohn 22 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  [ONGOING] 12/1/25: Multiple FIs - CP_Server_Error

  Coach Natalie 353 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
• 
  Merged: FDP-103 errors with accounts serviced by Synchrony

  Closed System 11 views 0 comments 0 points Most recent by GhostlyPoncho December 2025Adding and Updating Accounts
• 
  Merged: Print & PDF export of the Income & Expense Report feedback

  Closed adtaylor 11 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
• 
  Rule to automatically trim Payee Name

  Closed randy-sk 31 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
• 
  4

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

  Active randy-sk 21 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
• 
  62

  Up Down
  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.7K views 42 comments 62 points Most recent by EL1234 December 2025Feature Requests
• 
  Merged: Enhancements to Individual Records within Series-ability to mark as auto pay or manual pay

  Closed DawnD2025 11 views 0 comments 1 point Started by DawnD2025 December 2025 Feature Requests
• 
  33

  Up Down
  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 112 views 10 comments 33 points Most recent by DawnD2025 December 2025Feature Requests
• 
  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
• 
  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 51 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Optum Bank Connection Error Message FDP-108

  Closed mpanky 32 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
• 
  Integrate with FREC.COM

  Closed mpanky 11 views 1 comment 2 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
• 
  Link Savings Goal to Account Balance

  Closed mdesch 11 views 1 comment 0 points Most recent by Coach Kristina December 2025Using Savings Goals
• 
  Merged: Ability to Filter transactions by Date

  Closed mpanky 1 view 0 comments 1 point Started by mpanky December 2025 Feature Requests