Recent Discussions

Discussion List

• 
  Past due bills cannot link to transaction (edited)

  RobI 25 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
• 
  Duplicate bills showing in mobile app

  RobI 16 views 1 comment 0 points Most recent by Coach Jon March 11Troubleshooting
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  3
  Option to hide unused Expense Categories in the Taxes Report (edited)

  cyberstackn 36 views 3 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 100 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 Dick_Davis 16 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 IB1542 20 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)

  squirrelbeforesunset 26 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 Max1223 101 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 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 afrancisco87 155 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 the_scottster 60 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 UrsulaA 111 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  Bug - transactionRules pasting payee name removes last word

  Randy1234 57 views 6 comments 0 points Most recent by Coach Natalie March 11Report a Bug
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  7

  Up Down
  Rollover Management system for bills that vary each month (like utilities) [edited]

  Active davecave 89 views 5 comments 7 points Most recent by Coach Natalie March 11Feature Requests
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  4

  Up Down
  Savings Goal: Add Ignored Icon

  Active Flopbot 36 views 3 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  [ONGOING] 2/25/26: American Express - $0 Balance

  Coach Natalie 60 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues
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  52

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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.4K views 99 comments 52 points Most recent by LGM March 11Report Missing Financial Institution or Biller
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  New Apple Card with New Apple ID on Same Phone

  hvjjhjfjkfjkfh 9 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 UrsulaA 37 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 292 views 22 comments 5 points Most recent by EL1234 March 10Feature Requests
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  Alerus/Alliance Benefit Group connection error - FDP-103 (edited)

  sarahmeytin 16 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 597 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 Stickboy 68 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 System 38 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  72

  Up
  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 8.2K views 170 comments 72 points Most recent by bdalton107 March 10Report Missing Financial Institution or Biller
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  8

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 53 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)

  System 55 views 13 comments 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
• 
  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 125 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 28 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
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  Golden 1 Credit Union - Connection Error (FDP-105)

  MrSacras 82 views 2 comments 0 points Most recent by MdE March 9Adding and Updating Accounts