Recent Discussions

Discussion List

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  Merged: Search/Filter not displaying all transactions on mobile (edited)

  Closed debandrich 31 views 0 comments 0 points Most recent by The Merg September 2025Report a Bug
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  Merged: Accounts Able to do Attachments (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 17 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 356 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution
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  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 22 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 38 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 188 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  College Savings Plan of Maryland FDP-106 error (edited)

  Closed Sinfonia2010 218 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Merged: Income & Expense Report Misalignment Issue in Data Panel

  Closed DannyB 1 view 0 comments 0 points Started by DannyB September 2025 Report a Bug
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  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 26 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 16 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
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  Thrivent Financial Returning the FDP-101

  Closed Dick_Davis 24 views 2 comments 1 point Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Unable to connect BMO Bank of Montreal (Error 103)

  Closed jdavidson 43 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Issue with Discover Bank and MFA (edited)

  Closed bbord 55 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.73.0

  Closed Coach Natalie 259 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Merrill FDP-105 error (edited)

  Closed System 8 views 2 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Mobile Releases 5.38.0 - 5.38.2

  Closed Coach Natalie 182 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Banco Popular Puerto Rico FDP-185/FDP-102 error

  Closed System 152 views 27 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Add 'Averages' to Reports (edited)

  Active rb94 389 views 21 comments 58 points Most recent by DryHeat September 2025Feature Requests
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  Invoice personalization

  Closed sidewalkboots 35 views 2 comments 0 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feedback
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  Why can't I select a past date when creating a Recurring Series? (edited)

  Answered ✓ Closed mm1234567 23 views 1 comment 1 point Most recent by Coach Natalie September 2025Bills and Income
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  I am not downloading the app - I need the telephone number for support (edited)

  Closed ihatethis 23 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Persistent 324 error with Fidelity (edited)

  Closed FBOL 1.1K views 84 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  QBP: Need longer field for invoice number (edited)

  sidewalkboots 15 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Merged: Rule to split transaction (edited)

  Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots September 2025 Feature Requests
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 45 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 534 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  Merged: Income and Expense Report in Chrome - Fit to screen and scroll bar

  Closed Kseniya 11 views 0 comments 0 points Most recent by DannyB September 2025Feedback
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Add a 'Tax Related' Filter Option (edited)

  Active gpolkga 21 views 3 comments 3 points Most recent by SRC54 September 2025Feature Requests