Recent Discussions

Discussion List

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  Lots of errors this morning -- "error occurred," categorization changes

  Closed ejs 81 views 4 comments 0 points Most recent by Coach Jon May 11Troubleshooting
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  Date range on reports worse than before

  Closed djweizle 33 views 1 comment 0 points Most recent by Coach Jon May 11Feedback
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  QBP: Sync Report Filters (Personal/Business) with Account Designations (edited)

  Closed HerPurposefulPockets 27 views 1 comment 4 points Most recent by Coach Jon May 11Quicken Business & Personal Feedback
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  Unable to search transactions by tag (edited)

  Closed Lauriefalaurie 29 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Merged: Remove Closed Accounts from Net Worth

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 May 11Using the Net Worth Feature
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  Merged: Automatic receipt scan/upload, attach to an entry, and proper export

  Closed en-chuan 1 view 0 comments 1 point Started by en-chuan May 11 Feature Requests
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  Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

  Active iamsenthilprabu 209 views 5 comments 16 points Most recent by en-chuan May 11Feature Requests
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  Duplicate transactions issue with Barclays (edited)

  Closed Cholewi1 106 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Bank of America not updating

  Closed ctanenbaum 365 views 8 comments 0 points Most recent by Smile and Dance May 10Adding and Updating Accounts
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  Merged: FDP-390 We are unable to connect to Bank of America at this time. Please try again later.

  Closed Barb and Dale 51 views 0 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Loss Ability to Resize the Columns in Transaction List (edited)

  Closed Dick_Davis 27 views 1 comment 0 points Most recent by DryHeat May 10Managing Your Transactions
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  Ability to connect to the AI Chatbot Claude (edited)

  Active Kguess 99 views 0 comments 3 points Started by Kguess May 9 Feature Requests
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  Bill entries missing in the Spending Plan from month to month (edited)

  Closed Quinho 75 views 3 comments 0 points Most recent by Coach Kristina May 9Using the Spending Plan
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 218 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 41 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  How to export or print mobile reports? (edited)

  Answered ✓ Closed Mortimer Duke 64 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
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  Unable to add PayPal Savings Account

  Closed MONEYELLZ 47 views 1 comment 0 points Most recent by Coach Jon May 8Adding and Updating Accounts
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  Mobile Release 6.18.0

  Closed Coach Natalie 83 views 0 comments 0 points Started by Coach Natalie May 8 Updates From the Product Team
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  Merged: Add Vestwell 401k

  Closed Fiera24 41 views 0 comments 11 points Started by Fiera24 May 8 Report Missing Financial Institution or Biller
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  When will UBS connectivity be restored? FDP-103 (edited)

  Closed kash80 61 views 4 comments 0 points Most recent by kash80 May 8Adding and Updating Accounts
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  Bill Connect: Georgia Power (edited)

  Active user293842894235 42 views 1 comment 2 points Most recent by SRC54 May 8Report Missing Financial Institution or Biller
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  Add Affirm Bank

  In Review rosalynraelyn 1.4K views 21 comments 29 points Most recent by xzessdnied May 8Report Missing Financial Institution or Biller
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 288 views 10 comments 30 points Most recent by oldit51 May 8Feature Requests
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  The black flag appears as a dusky blue color on mobile (edited)

  Closed MatthewR 124 views 8 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  New Feature Alert: Saved Reports!

  Closed Coach Natalie 322 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
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  Capital Gains, Losses and Tax Reporting

  Closed Mortimer Duke 58 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments
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  Tax Mapping Transfers?

  Closed Mortimer Duke 34 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Bill Connect: Please add Avista Utilities (edited)

  Active Simmeltron 17 views 0 comments 1 point Started by Simmeltron May 7 Report Missing Financial Institution or Biller
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  Ford auto loan, stash, fidelity, waste management, unable to sync (edited to clarity)

  Closed Flanniganm 19 views 1 comment 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  Amount available to withdraw is negative for savings goal (edited)

  Closed lindsayla18 145 views 13 comments 0 points Most recent by Coach Natalie May 7Troubleshooting