Recent Discussions

Discussion List

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  Merged: Income Report Mismatched Colors

  Closed yfor11 1 view 0 comments 0 points Most recent by yfor11 December 2025Using Reports
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  Merged: Option to display All Time under Date Range in Reports function

  Closed LiYang 1 view 0 comments 1 point Most recent by LiYang December 2025Feature Requests
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  FDP-192 Error with ComputerShare

  Closed lencoh82 214 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
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  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 277 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Advanced Security Needed in addition to simple password

  Closed Billybchampion 59 views 3 comments 1 point Most recent by Coach Jon December 2025Feedback
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  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 123 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 547 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 101 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  Web Releases 4.87.0 - 4.87.2

  Closed Coach Natalie 230 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 121 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  2

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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 22 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Connection to CIT bank is not working again

  Closed michaelfurman 64 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York State Deferred Compensation FDP-102 (edited)

  Closed bjohn 34 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/1/25: Multiple FIs - CP_Server_Error

  Coach Natalie 376 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Merged: Print & Export PDF of the Income & Expense Report feedback

  Closed System 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  Rule to automatically trim Payee Name

  Closed randy-sk 48 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  4

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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 31 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
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  63

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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.9K views 42 comments 63 points Most recent by EL1234 December 2025Feature Requests
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  Merged: FDP-103 errors with accounts serviced by Synchrony

  Closed System 11 views 0 comments 0 points Most recent by GhostlyPoncho December 2025Adding and Updating Accounts
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  Merged: Enhancements to Individual Records within Series-ability to mark as auto pay or manual pay

  Closed DawnD2025 11 views 0 comments 1 point Most recent by DawnD2025 December 2025Feature Requests
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  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 168 views 10 comments 33 points Most recent by DawnD2025 December 2025Feature Requests
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 85 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Optum Bank Connection Error Message FDP-108

  Closed mpanky 41 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Integrate with FREC.COM

  Closed mpanky 15 views 1 comment 2 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Link Savings Goal to Account Balance

  Closed mdesch 21 views 1 comment 0 points Most recent by Coach Kristina December 2025Using Savings Goals
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  Merged: Ability to Filter transactions by Date

  Closed mpanky 1 view 0 comments 1 point Most recent by mpanky December 2025Feature Requests
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  Merged: Adding a Note to Split transactions

  Closed TJSam 1 view 0 comments 2 points Most recent by TJSam December 2025Feature Requests
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  Merged: Print & PDF export of the Income & Expense Report feedback

  Closed adtaylor 11 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 125 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan