Recent Discussions

Discussion List

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  Midland National Annuity FDP-106/FDP-108 (edited)

  PJLmoney 293 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 62 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 117 views 6 comments 8 points Most recent by SRC54 December 2025Feature Requests
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  Bill Connect: Costco Not Connecting

  Closed TiggerTrainer 148 views 18 comments 0 points Most recent by Coach Jon December 2025Bills and Income
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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 549 views 20 comments 62 points Most recent by patate1684 December 2025Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 35 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 392 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 239 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
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  Projected Spending Logic in Watchlists (edited)

  Closed jwphillips 48 views 3 comments 0 points Most recent by SRC54 December 2025Using Watchlists
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  Check # field is missing on the mobile app

  Closed System 139 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 53 views 4 comments 6 points Most recent by TiggerTrainer December 2025Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 44 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  CIT Bank N.A request-body-field error

  Closed Marquette42 151 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 22 views 2 comments 6 points Most recent by DannyB December 2025Feature Requests
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  Add State Nebraska Bank and Trust

  Closed Krick 23 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 1 view 0 comments 0 points Most recent by Iva December 2025Feedback
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 321 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback
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  2
  Flourish

  Completed Closed Duke0486 41 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 57 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Investment Transaction Duplications (edited)

  Closed neon45 1.3K views 117 comments 0 points Most recent by neon45 December 2025Investments
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  CIT account showing wrong balance (edited)

  Closed Marquette42 51 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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  Merged: Dashboard emoji

  Closed woodsman 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 43 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Most recent by nmnmnmnmn December 2025Troubleshooting
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  Add Rocket Loans

  Active Krick 49 views 0 comments 1 point Most recent by Krick December 2025Report Missing Financial Institution or Biller
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 32 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 72 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 46 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  TD Bank/First Community Bank connection has failed (edited)

  Closed CleoZ 109 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts