Recent Discussions

Discussion List

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  Cenlar FSB - FDP-155 error / Cenlar (Finicity) - 103 error (edited)

  Closed Bill N 121 views 3 comments 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

  Closed Andor 78 views 3 comments 0 points Most recent by Coach Jon June 17Report a Bug
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  Mobile Releases 6.24.0 & 6.24.1

  Closed Coach Natalie 196 views 0 comments 0 points Started by Coach Natalie June 17 Updates From the Product Team
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  Why do the Bills + Subscriptions + Transfers not add up correctly in the Spending Plan?

  Closed msanders93 68 views 4 comments 0 points Most recent by SRC54 June 17Troubleshooting
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  duplicate transactions still showing

  Closed nspi15 271 views 10 comments 0 points Most recent by nspi15 June 16Feedback
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  Add Spending Bubbles inside of each "Planned Spend" if there are sub-categories involved.

  Active msanders93 14 views 0 comments 1 point Started by msanders93 June 16 Feature Requests
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  Closed techie001 99 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  FirstBank of Denver CO (FirstBank of Colorado) Accounts Migrating to PNC Bank

  Closed Coach Natalie 202 views 0 comments 0 points Started by Coach Natalie June 16 Announcements
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  Ent Credit Union changed website and now returns FDP-108 (edited)

  Closed beer052420 215 views 2 comments 0 points Most recent by beer052420 June 16Adding and Updating Accounts
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  Bank shows bill Paid and also Pending

  Closed neon45 64 views 2 comments 0 points Most recent by neon45 June 15Adding and Updating Accounts
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  Voya Financial won't reconnect - "No eligible accounts found"/"You have already added all accounts"

  Closed sburley 694 views 30 comments 0 points Most recent by Coach Natalie June 15Adding and Updating Accounts
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  For proper tax reporting, we need some additional tax forms

  Closed Anycj 63 views 2 comments 0 points Most recent by Coach Natalie June 15Feedback
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  Saved Reports: Share your feedback here!

  Closed Coach Natalie 1.1K views 41 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Net Worth Feature: Share your feedback here!

  Closed Coach Natalie 6.2K views 157 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Ability to import a list of categories (edited)

  Active Anycj 86 views 2 comments 2 points Most recent by Coach Natalie June 15Feature Requests
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  Cash basis spending plan

  Closed EFG 59 views 2 comments 1 point Most recent by EL1234 June 15Using the Spending Plan
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Closed Gregory S. 205 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  Add an automatic "Create Rule" prompt when editing transactions (edited)

  Active RobertoT 79 views 1 comment 3 points Most recent by Coach Natalie June 15Feature Requests
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  Net Worth: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 2.3K views 55 comments 106 points Most recent by SRC54 June 15Feature Requests
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  Retroactively update net worth

  Closed dbtx 108 views 2 comments 4 points Most recent by Coach Natalie June 15Feedback
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  Quicken Simplifi not importing investment data from Fidelity and Schwab (edited)

  Closed Mely75 138 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts
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  Reports: Ability to see long date ranges in the graph without having to scroll (edited)

  Active djweizle 57 views 0 comments 1 point Started by djweizle June 15 Feature Requests
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  Net Worth report of little use due to lack of historical values [Edited]

  Closed fbloggs 99 views 1 comment 1 point Most recent by Coach Kristina June 14Using Reports
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  Bank of America Account Not Downloading Transactions

  Closed dudgeonc 168 views 4 comments 1 point Most recent by Coach Kristina June 14Adding and Updating Accounts
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  Summary reports defaulting to daily intervals when I chose month to date (edited)

  Closed RobI 89 views 3 comments 0 points Most recent by Coach Kristina June 14Using Reports
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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 377 views 21 comments 33 points Most recent by CatDad June 14Feature Requests
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  New User - Here's What I See

  Closed CatDad 162 views 5 comments 0 points Most recent by CatDad June 14Feedback
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  QBP: Ability to print checks for my business (edited)

  Active donmcw 105 views 6 comments 5 points Most recent by D_B_E June 14Quicken Business & Personal Feature Requests
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  John Hancock Freedom 529 Accounts

  Active The Merg 37 views 0 comments 1 point Started by The Merg June 13 Report Missing Financial Institution or Biller
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  Merged: Sum Remaining Planned Spend

  Closed ashesl215 11 views 0 comments 1 point Started by ashesl215 June 13 Feature Requests