Recent Discussions

Discussion List

• 
  Web Release 6.19.0

  Closed Coach Natalie 103 views 0 comments 1 point Started by Coach Natalie May 14 Updates From the Product Team
• 
  Feedback on Dashboard > Investments plus differences between web and app version

  Closed kdwilson 27 views 1 comment 0 points Most recent by Coach Jon May 14Feedback
• 
  Draft invoices being converted to sent

  Closed sidewalkboots 37 views 3 comments 0 points Most recent by Coach Jon May 14Invoices, Estimates, & Sales Receipts
• 
  Missing CD accounts with ETrade

  Closed kimjady 56 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
• 
  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 34 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
• 
  CCBank FDP-103 error

  Closed hawpy 62 views 4 comments 0 points Most recent by hawpy May 14Adding and Updating Accounts
• 
  Account list in Settings no longer alphabetically ordered (again)

  Closed ejs 303 views 23 comments 1 point Most recent by ejs May 14Report a Bug
• 
  Schools First FCU FDP-102 (edited)

  Closed StacyLusk 346 views 15 comments 0 points Most recent by StacyLusk May 14Troubleshooting
• 
  Unable to save downloaded transaction after adding splits (edited)

  Closed L McGregor 48 views 6 comments 0 points Most recent by DryHeat May 13Feedback
• 
  27

  Up Down
  Limited Access with Space Sharing (edited)

  In Review MoneySkeets 562 views 13 comments 27 points Most recent by Shb May 13Feature Requests
• 
  26

  Up Down
  Add a "notes" section [edited] (1 Merged Vote)

  Active jfmclaugh 327 views 16 comments 26 points Most recent by Shb May 13Feature Requests
• 
  68

  Up Down
  Support multiple currencies

  Active robert 2.4K views 48 comments 68 points Most recent by Shb May 13Feature Requests
• 
  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 45 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
• 
  Morgan Stanley Private Bank Doesn't Import Holdings (edited)

  Closed Jeff79 135 views 5 comments 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
• 
  Merrill Lynch investment accounts showing up twice (edited)

  Closed Mlcarlson1205 25 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
• 
  FDP-101 with Unitus Community Credit Union (edited)

  Closed trlambert1 68 views 6 comments 0 points Most recent by trlambert1 May 13Adding and Updating Accounts
• 
  Bank of America FDP-105 error

  Closed iotr 49 views 2 comments 0 points Most recent by Coach Natalie May 12Adding and Updating Accounts
• 
  Bill Connect: Xcel Energy Not Connecting

  TiggerTrainer 82 views 10 comments 0 points Most recent by TiggerTrainer May 12Bills and Income
• 
  Get us OnePay!

  Closed Ashley22 22 views 0 comments 0 points Started by Ashley22 May 12 Adding and Updating Accounts
• 
  northwesternmutual.com Insurance accounts

  Closed abernaki 13 views 1 comment 1 point Most recent by Coach Jon May 12Adding and Updating Accounts
• 
  How to export reports with more detail? (edited)

  Answered ✓ Closed Mortimer Duke 62 views 1 comment 0 points Most recent by Coach Jon May 12Business Reports
• 
  Bank of America FDP-390 (edited)

  Closed Jrunner01 576 views 16 comments 2 points Most recent by Coach Natalie May 12Adding and Updating Accounts
• 
  How to export the account column for transactions? (edited)

  Answered ✓ Closed WendyQuick 60 views 1 comment 0 points Most recent by Coach Natalie May 12Managing Your Transactions
• 
  Credit Card Details: Share your feedback here!

  Closed System 623 views 70 comments 0 points Most recent by Coach Natalie May 12Feedback
• 
  Does the Statement name change when going from pending to cleared?

  Answered ✓ Closed sbennet1 110 views 8 comments 0 points Most recent by SRC54 May 12Managing Your Transactions
• 
  Missing transactions, duplicate transactions (edited)

  Closed KRS 46 views 1 comment 0 points Most recent by Coach Jon May 11Adding and Updating Accounts
• 
  Merged: QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Closed moneymoneymoney111 81 views 0 comments 5 points Most recent by apartment21 May 11Quicken Business & Personal Feature Requests
• 
  Balance Sheet Report unable to date select

  Closed mberginco 48 views 2 comments 0 points Most recent by apartment21 May 11Quicken Business & Personal Feedback
• 
  Rules and Transfers?

  Closed lyr-finance 36 views 1 comment 0 points Most recent by Coach Natalie May 11Managing Your Transactions
• 
  Why can't I make a report to view category expenses by month in the web app?

  Answered ✓ Closed marksto 35 views 2 comments 1 point Most recent by marksto May 11Using Reports