Recent Discussions

Discussion List

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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 193 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Betterment Not Connecting to Simplifi (Care code: request-body-field-unsupported)

  Closed Phogramity 64 views 7 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 26 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  ExxonMobil Savings Plan "You have already added all your accounts"

  Closed System 22 views 3 comments 0 points Most recent by ClydeO March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 24 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  21

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 283 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
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  Past due bills cannot link to transaction (edited)

  Closed RobI 25 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 102 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 13 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed Closed IB1542 22 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 22 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 107 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 35 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 167 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 63 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 123 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  [ONGOING] 2/25/26: American Express - $0 Balance

  Coach Natalie 83 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues
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  New Apple Card with New Apple ID on Same Phone

  Closed hvjjhjfjkfjkfh 13 views 1 comment 0 points Most recent by SRC54 March 11Adding and Updating Accounts
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 32 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  Alerus/Alliance Benefit Group connection error - FDP-103 (edited)

  Closed sarahmeytin 25 views 1 comment 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
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  8

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  Wisconsin 529 (edvest-529.com) Aggregator Link [edited]

  Active Nate42 700 views 35 comments 8 points Most recent by cubfan4real March 10Report Missing Financial Institution or Biller
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  5
  Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)

  Completed Closed Stickboy 64 views 4 comments 5 points Most recent by Coach Natalie March 10Feature Requests
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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 32 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  8

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 52 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests
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  CareCredit Care Code: QCS-0429-2 / FDP-103 (edited)

  Closed System 101 views 13 comments 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  Closed DryHeat 131 views 13 comments 0 points Most recent by Coach Jon March 9Quicken Business & Personal Feedback
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  2

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  Ability to edit the Tags tied to active Savings Goals (edited)

  Thaddeous 34 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 26 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  Products & Services for QBP: Share your feedback here!

  Closed Coach Natalie 32 views 2 comments 0 points Most recent by Coach Natalie March 9Quicken Business & Personal Feedback
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  New Feature Alert: Products & Services for QBP!

  Closed Coach Natalie 242 views 2 comments 0 points Most recent by Coach Natalie March 9Updates From the Product Team