Recent Discussions

Discussion List

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  45
  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Completed Closed perrynmyers 1.3K views 23 comments 45 points Most recent by Coach Natalie August 12Feature Requests
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  Mobile App: Show Tags in Transaction List (edited)

  Active vollmas 56 views 1 comment 3 points Most recent by Coach Natalie August 12Feature Requests
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  how to track changes to Spending Plan during month

  Answered ✓ Closed John Dressel 98 views 3 comments 0 points Most recent by SRC54 August 12Using the Spending Plan
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  budget/planned spend vs bills (vs cash flow) - what am I missing for things like utlility bills?

  Closed n2it 140 views 7 comments 0 points Most recent by DryHeat August 12Using the Spending Plan
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  Saved report names on the right don't always match the report names listed across the top

  Closed dsfreddy 271 views 13 comments 0 points Most recent by dsfreddy August 11Troubleshooting
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  Lively HSA

  In Review BTurner00 560 views 11 comments 12 points Most recent by pointsofhonesty August 11Report Missing Financial Institution or Biller
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  Bill Connect: Add Liberty Mutual auto insurance (edited)

  Active Steve618 14 views 0 comments 1 point Started by Steve618 August 11 Report Missing Financial Institution or Biller
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  "Problem generating report" error message

  Closed ejs 92 views 5 comments 0 points Most recent by Coach Natalie August 11Troubleshooting
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  8
  Show the Transactional Data Limit gear icon without having to hover (edited)

  Completed Closed DryHeat 52 views 2 comments 8 points Most recent by Coach Natalie August 11Feature Requests
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  Chase Balance is Wrong

  Closed cowboydude99 265 views 13 comments 0 points Most recent by cowboydude99 August 11Adding and Updating Accounts
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  Merged: Bulk Edit Icon

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

  Completed Closed DryHeat 388 views 18 comments 8 points Most recent by DryHeat August 10Feature Requests
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  2
  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Completed Closed RobWilk 81 views 4 comments 2 points Most recent by Coach Natalie August 10Feature Requests
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  5
  Recent 12 Months - Make this a full 365 days (edited)

  Completed Closed Jm1295 80 views 3 comments 5 points Most recent by Coach Natalie August 10Feature Requests
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  0
  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Obsolete Closed Dick_Davis 72 views 4 comments 0 points Most recent by Coach Natalie August 10Feature Requests
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  can I create a “Statement Balanced” category? (edited)

  Closed Dick_Davis 118 views 3 comments 0 points Most recent by Coach Natalie August 10Categories and Tags
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  Can I get help to restore a deleted account?

  Answered ✓ Closed eschrei 119 views 2 comments 0 points Most recent by SRC54 August 10Troubleshooting
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  Add Plaid as a connectivity provider for institutions that permit only Plaid

  Closed Pavel Krotkov 262 views 5 comments 2 points Most recent by Coach Kristina August 9Adding and Updating Accounts
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  quicken classic hangs trying to add online biller (edited)

  Closed gregcbrown 59 views 1 comment 0 points Most recent by Coach Kristina August 8Troubleshooting
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  8

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

  Active Marsha Whitney 106 views 3 comments 8 points Most recent by sea_compgeek August 8Feature Requests
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  BECU inconsistently FDP-108 (edited)

  Closed kmkm 78 views 1 comment 0 points Most recent by Coach Kristina August 8Adding and Updating Accounts
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  Merged: Make chat box moveable

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

  Closed Pseudonymous 83 views 3 comments 0 points Most recent by RobI August 7Using Reports
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  New Feature Alert: Quicken Assist Chat!

  Closed Coach Natalie 1.3K views 7 comments 2 points Most recent by Coach Natalie August 7Updates From the Product Team
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  60
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  Completed david42960 971 views 34 comments 60 points Most recent by Levanima August 7Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 2.6K views 60 comments 87 points Most recent by TwelveSilverPennies August 7Feature Requests
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  New Feature Alert: Dynamic Date Ranges in Reports

  Closed Coach Natalie 344 views 0 comments 0 points Started by Coach Natalie August 7 Updates From the Product Team
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  Bill Connect for Credit Cards: Fetch Updated Amount in case of Statement Credit (edited)

  Active explorer2024 77 views 1 comment 2 points Most recent by sbennet1 August 7Feature Requests
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  Unable to add Freedom Mortgage account / Care Code: 170

  Closed movieman12345 326 views 13 comments 0 points Most recent by RSMurphy August 7Adding and Updating Accounts
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  Merged: Projected Numbers in Watchlists

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