Recent Discussions

Discussion List

• 
  5

  Up Down
  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 83 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Better Connection Stability

  Completed Closed HSC 284 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  T Rowe Price (FDP-105)

  Closed lwyman 23 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 28 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
• 
  114

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

  Active jsy42 771 views 36 comments 114 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 168 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 264 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Advanced Security Needed in addition to simple password

  Closed Billybchampion 48 views 3 comments 1 point Most recent by Coach Jon December 2025Feedback
• 
  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 90 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 534 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 77 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
• 
  Web Releases 4.87.0 - 4.87.2

  Closed Coach Natalie 227 views 0 comments 1 point Started by Coach Natalie December 2025 Updates From the Product Team
• 
  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 92 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  2

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

  In Review Mike0514 19 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  Connection to CIT bank is not working again

  Closed michaelfurman 51 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 26 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 355 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 33 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 22 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 126 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 64 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Optum Bank Connection Error Message FDP-108

  Closed mpanky 35 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
• 
  Integrate with FREC.COM

  Closed mpanky 12 views 1 comment 2 points Most recent by Coach Kristina December 2025Adding and Updating Accounts