Recent Discussions

Discussion List

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  Nationwide Retirement Login giving error FDP 102

  FutureEye 72 views 12 comments 0 points Most recent by FutureEye December 9Adding and Updating Accounts
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  Reconnecting to my bank only gives the option to add accounts (edited)

  GuerillaTime68 28 views 2 comments 0 points Most recent by GuerillaTime68 December 9Adding and Updating Accounts
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  Add support for State Street Global Advisors accounts

  tcarter72 7 views 1 comment 1 point Most recent by Coach Natalie December 9Adding and Updating Accounts
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  Crypto investment transactions are not valid (edited)

  hughcumber 12 views 1 comment 0 points Most recent by Coach Jon December 9Troubleshooting
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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 61 views 7 comments 2 points Most recent by bob303727 December 9Feature Requests
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 133 views 18 comments 0 points Most recent by Coach Jon December 9Adding and Updating Accounts
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 15 views 1 comment 1 point Most recent by Coach Natalie December 9Quicken Business & Personal Feature Requests
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  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  alexthechoi 65 views 10 comments 2 points Most recent by Coach Jon December 9Adding and Updating Accounts
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  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.9K views 129 comments 223 points Most recent by EL1234 December 9Feature Requests
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  College Savings Iowa 529 -- use Aggregator link (edited)

  Active bls0n 465 views 15 comments 9 points Most recent by coffs016 December 9Report Missing Financial Institution
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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 21 views 1 comment 1 point Most recent by Jenny T December 9Feature Requests
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  Fidelity Retirement and Investment - Not updating

  lencoh82 56 views 6 comments 0 points Most recent by jrussell271 December 8Adding and Updating Accounts
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  Iowa 529 still won't sync

  Mnew 8 views 1 comment 0 points Most recent by Coach Jon December 8Adding and Updating Accounts
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  "Bank Balance" leads to omission of pending transactions from Cash Flow (edited)

  bob303727 100 views 11 comments 0 points Most recent by bob303727 December 8Troubleshooting
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  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 12 views 1 comment 1 point Most recent by DryHeat December 8Quicken Business & Personal Feature Requests
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  Cannot add First Command account - FDP-101/FDP-108 (edited)

  drouetd 600 views 84 comments 0 points Most recent by Coach Jon December 8Adding and Updating Accounts
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  Merged: Missing Synchrony login for their new login experience

  Closed cheriebk 3 views 0 comments 1 point Started by cheriebk December 8 Report Missing Financial Institution
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  Wealthscape Investor - "Bank is not available" (edited)

  denimike 13 views 3 comments 0 points Most recent by Coach Jon December 8Adding and Updating Accounts
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  QBP: Ability to have more than one Email in a Business (edited)

  Dick_Davis 9 views 0 comments 1 point Started by Dick_Davis December 8 Quicken Business & Personal Feature Requests
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  QBP: Add an EIN field to Businesses (edited)

  Dick_Davis 9 views 0 comments 1 point Started by Dick_Davis December 8 Quicken Business & Personal Feature Requests
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  QBP: Make the Industry list in Businesses alphabetical (edited)

  Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis December 8 Quicken Business & Personal Feature Requests
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  Just starting again

  Luke2017$ 9 views 1 comment 0 points Most recent by Coach Jon December 8Introduce yourself!
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  Some Amex accounts are not being discovered

  System 241 views 31 comments 1 point Most recent by Coach Jon December 8Adding and Updating Accounts
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  Unable to connect BMO Bank of Montreal - FDP-101 (edited)

  awfulhak 102 views 17 comments 0 points Most recent by Coach Jon December 8Adding and Updating Accounts
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Answered GJN 11 views 1 comment 0 points Most recent by SRC54 December 8Investments
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  How do I contact support? I can't see the blue Icon in the lower right of screen

  Answered ealbert60 6 views 1 comment 0 points Most recent by Coach Natalie December 8Troubleshooting
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  [ONGOING] 11/24/25: Elevations Credit Union-CO returning to.100 error

  Coach Jon 272 views 1 comment 7 points Most recent by Coach Jon December 8Current Online Banking Issues
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  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  rkjones 29 views 4 comments 0 points Most recent by Coach Natalie December 8Adding and Updating Accounts
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  Creating Manual Investment Account - Balance showing zero, no shares

  grahamtj01 33 views 4 comments 0 points Most recent by grahamtj01 December 8Adding and Updating Accounts
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  How do I use Simplifi

  NoraBelle 22 views 2 comments 0 points Most recent by DannyB December 8Getting Started