Recent Discussions

Discussion List

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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 152 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 115 views 6 comments 10 points Most recent by penalty3fiber December 2025Feature Requests
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  Projected Cash Flow Does Not Account for Pending Transactions

  Closed Ames.Vannah 83 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
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  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 81 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed Closed HSC 284 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  T Rowe Price (FDP-105)

  Closed lwyman 32 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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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 212 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 282 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 62 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 124 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 545 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 109 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 223 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 124 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 63 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 32 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 379 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 41 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 33 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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  33

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  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 177 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 84 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