Recent Discussions

Discussion List

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  Ascensus - RPLink FDP-102

  Closed pcsanwald 11 views 2 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 33 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Bank Account expenses handled incorrectly?

  Answered ✓ Closed cmccord 84 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Merged: Connection to Target Red Card failing since 11/12

  Closed maxvv 1 view 0 comments 0 points Most recent by maxvv November 2025Troubleshooting
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  HealthEquity FDP-108 error

  Closed System 235 views 2 comments 0 points Most recent by Coach Kristina November 2025Adding and Updating Accounts
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  where did comments/tagging section go?

  Closed Kartad 23 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Can I change the monthly cycle date?

  Closed cowboy57 51 views 3 comments 0 points Most recent by DannyB November 2025Bills and Income
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 12 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.8K views 58 comments 209 points Most recent by quick username November 2025Feature Requests
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Most recent by JacksonHarding November 2025Feature Requests
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  Reimbursement Tracker

  Active ajbopp 138 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  American Express FDP-401 error

  Closed tpoppy 101 views 3 comments 0 points Most recent by SRC54 November 2025Adding and Updating Accounts
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  Bill Connect: Xcel Energy Not Connecting

  TiggerTrainer 52 views 8 comments 0 points Most recent by Coach Jon November 2025Bills and Income
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  Honda Finance FDP-108 error [Edited]

  Closed rabate 329 views 7 comments 0 points Most recent by Jeff C November 2025Adding and Updating Accounts
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  Bill Connect: ClickPay

  Active elbeh 13 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Spending Plan: Planned Spend "Overspent" Not Updating

  Closed TiggerTrainer 72 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 271 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
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  Bill Connect: USAA Insurance (edited)

  elbeh 69 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  Bill Connect: ExtraSpace Storage

  Active elbeh 13 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  Principal Financial

  Completed Closed System 1.2K views 34 comments 15 points Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  Bill Connect: Southern California Edison

  elbeh 23 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  Alerus doesn’t connect, FDP-103 (edited)

  Closed aariana 444 views 27 comments 0 points Most recent by Rwatkin1 November 2025Adding and Updating Accounts
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  New TIAA error FDP-175/FDP-155 (edited)

  Closed Brian Montague 73 views 5 comments 0 points Most recent by Strategos November 2025Adding and Updating Accounts
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  Gift Membership Subscription for Quicken Simplifi

  Answered ✓ Closed TiggerTrainer 159 views 4 comments 0 points Most recent by DryHeat November 2025Feedback
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  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  Closed mthoman1 31 views 3 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  new biller connect system not working

  Closed Lemfatale 196 views 20 comments 1 point Most recent by SRC54 November 2025Bills and Income
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  OnePay CashRewards Card Support (edited)

  Closed rob2k88 45 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts