Recent Discussions

Discussion List

• 
  Update on Raymond James connectivity (edited)

  D-Rock 23 views 1 comment 0 points Most recent by Coach Jon July 9Adding and Updating Accounts
• 
  Selecting include pending credit card transactions is reducing my card balance

  RobI 89 views 8 comments 0 points Most recent by RobI July 9Troubleshooting
• 
  Manually added interest rate and credit limit keeps being removed (edited)

  BradleyBenSmith 150 views 14 comments 0 points Most recent by Coach Jon July 9Troubleshooting
• 
  Web Release 6.27.0

  Closed Coach Natalie 244 views 0 comments 0 points Started by Coach Natalie July 9 Updates From the Product Team
• 
  Enhanced Transaction Search: Share your feedback here!

  Closed Coach Natalie 184 views 10 comments 0 points Most recent by Coach Natalie July 9Feedback
• 
  Quicken Assist Chat: Share your feedback here!

  Announcement Coach Natalie 399 views 27 comments 1 point Most recent by Coach Natalie July 9Feedback
• 
  New Feature Alert: Quicken Assist Chat!

  Announcement Closed Coach Natalie 855 views 5 comments 2 points Most recent by Coach Natalie July 9Updates From the Product Team
• 
  Watch list Projected monthly expenditure is way too high

  swterry91 51 views 4 comments 0 points Most recent by SRC54 July 9Using Watchlists
• 
  4

  Up Down
  Ability to use biometrics to sign into the Web App (edited)

  Active patrickdundon 72 views 6 comments 4 points Most recent by mmmartian July 9Feature Requests
• 
  Alerus Financial Retirement

  woodsman 28 views 1 comment 1 point Most recent by Coach Jon July 8Adding and Updating Accounts
• 
  Does the account-specific Balance Type setting actually do anything?

  bob303727 913 views 73 comments 0 points Most recent by EL1234 July 8Report a Bug
• 
  4

  Up
  Trump Account integration

  Vulpes 195 views 8 comments 4 points Most recent by MightyIrish July 8Report Missing Financial Institution or Biller
• 
  Remove Greeting & Emoji

  woodsman 26 views 1 comment 0 points Most recent by Coach Jon July 8Feedback
• 
  Merged: Allow transaction rule creation on mobile

  Closed woodsman 5 views 0 comments 1 point Started by woodsman July 8 Feature Requests
• 
  57

  Up Down
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 644 views 31 comments 57 points Most recent by woodsman July 8Feature Requests
• 
  Robinhood FDP-101 finally fixed!

  financebully 28 views 1 comment 1 point Most recent by Coach Jon July 8Adding and Updating Accounts
• 
  1

  Up Down
  Net Worth Report: Group accounts in filters according to the headers in the Accounts List (edited)

  Active Adderdawn 14 views 1 comment 1 point Most recent by Coach Natalie July 8Feature Requests
• 
  4

  Up Down
  Option for Bill Connect to keep the upcoming bill current with the account balance (edited)

  Active TommyMac 75 views 1 comment 4 points Most recent by Coach Natalie July 8Feature Requests
• 
  Essentially All Banks Unavailable

  DHill 181 views 11 comments 3 points Most recent by EL1234 July 8Adding and Updating Accounts
• 
  "Calm and In Control" achievements not working for me

  RobWilk 220 views 21 comments 1 point Most recent by Coach Natalie July 8Report a Bug
• 
  2

  Up
  Bill Connect: Denver Water

  Active TiggerTrainer 69 views 5 comments 2 points Most recent by TiggerTrainer July 8Report Missing Financial Institution or Biller
• 
  Merged: In Dashboard we need to have a separate section for kids investment

  Closed FutureEye 4 views 0 comments 1 point Started by FutureEye July 8 Feature Requests
• 
  16

  Up Down
  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 180 views 9 comments 16 points Most recent by FutureEye July 8Feature Requests
• 
  Merged: How to add Trump Account?

  Closed FutureEye 4 views 0 comments 0 points Most recent by FutureEye July 7How do you Quicken Simplifi?
• 
  Automatically resize column widths to fit browser window (dynamic column sizing)

  theebrain 43 views 2 comments 1 point Most recent by theebrain July 7Managing Your Transactions
• 
  Merged: Bill Connect: Denver Water (edited)

  Closed TiggerTrainer 25 views 0 comments 1 point Most recent by TiggerTrainer July 7Report Missing Financial Institution or Biller
• 
  First Bank - CA,IL,MO FDP-106

  abcdef 218 views 24 comments 0 points Most recent by Coach Natalie July 7Adding and Updating Accounts
• 
  Is there a way to duplicate or copy a transaction with splits to a new transaction?

  Answered ✓ EGoff 38 views 1 comment 0 points Most recent by Coach Jon July 7Managing Your Transactions
• 
  How to run a balance sheet for personal accounts? (edited)

  Answered ✓ TCG 39 views 1 comment 0 points Most recent by Coach Jon July 7General Troubleshooting
• 
  [ONGOING] 6/23/26: Fidelity investment accounts displaying incorrect Cost Basis

  Coach Kristina 107 views 1 comment 0 points Most recent by Coach Natalie July 7Current Online Banking Issues