Recent Discussions

Discussion List

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  Transfer linked to transaction from last month (edited)

  Closed System 42 views 6 comments 0 points Most recent by Coach Natalie February 24Troubleshooting
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  Aimloan connection not working (1415 Finicity error)

  Closed kmorkos 50 views 5 comments 1 point Most recent by Coach Natalie February 24Adding and Updating Accounts
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  Merged: Rules are not being applied sometimes for CSV import

  Closed Randy1234 4 views 0 comments 0 points Most recent by Randy1234 February 24Report a Bug
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  getting field errors when editing existing transaction rules (edited)

  Closed Randy1234 83 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 507 views 21 comments 8 points Most recent by EL1234 February 24Feature Requests
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  Add Tractor Supply Credit Card

  In Review Vaughan 844 views 24 comments 16 points Most recent by jwk February 24Report Missing Financial Institution or Biller
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  Please add Simplot Credit Union and delete Simplot Employees Credit Union

  Closed 86shadow 27 views 2 comments 1 point Most recent by Coach Jon February 23Adding and Updating Accounts
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  Real Estate Business

  Closed en-chuan 13 views 1 comment 0 points Most recent by Coach Jon February 23Quicken Business & Personal Feedback
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  Reminders aren't updating for Amex card using Bill Connect for Credit Cards (edited)

  Closed trewbux 129 views 3 comments 0 points Most recent by Coach Jon February 23Bills and Income
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  "Projected spend" keeps changing from where I set it

  Closed ClaireD 21 views 1 comment 0 points Most recent by Coach Jon February 23Troubleshooting
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  Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

  Closed mm18 155 views 19 comments 0 points Most recent by Coach Jon February 23Adding and Updating Accounts
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  FirstBank of Colorado FDP-7500 error (edited)

  Closed JDB 137 views 17 comments 0 points Most recent by Coach Jon February 23Adding and Updating Accounts
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  CarMax Auto Finance FDP-108

  Closed joat 120 views 9 comments 0 points Most recent by Coach Natalie February 23Adding and Updating Accounts
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  Merged: Reports - Compare to last year

  Closed bsg 1 view 0 comments 1 point Most recent by bsg February 23Feature Requests
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  Transaction Split feature not working properly

  Closed Asher 97 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
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  I have a manual account, Other Asset, that still shows a $0.00 balance

  Closed System 1 view 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug
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  Change category default list to current.

  Closed dtorg1955 24 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
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  Amazon Synchrony FDP-103

  Closed System 24 views 2 comments 0 points Most recent by Coach Kristina February 22Adding and Updating Accounts
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  Merged: Save preferred columns for planned spend transaction register

  Closed brisure 1 view 0 comments 1 point Most recent by DryHeat February 22Feature Requests
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  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 34 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
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  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Closed Dakota 43 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting
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  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Closed Dakota 25 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
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  Merged: Health Equity - FDP-108 (edited)

  Closed ZeeBo22 11 views 0 comments 0 points Most recent by Coach Jon February 20Adding and Updating Accounts
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  No recurring transaction indicator

  Closed DMarshall 25 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
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  Fidelity Elan credit card transaction update delays (edited)

  Closed RobI 144 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
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  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 22 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 14 views 0 comments 3 points Most recent by Caradean28 February 20Feature Requests
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  Baird Account Missing Holdings (edited)

  Closed disc2120 108 views 14 comments 0 points Most recent by Coach Natalie February 20Investments
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  Web Releases 6.7.0 & 6.7.1

  Closed Coach Natalie 241 views 0 comments -1 point Most recent by Coach Natalie February 20Updates From the Product Team
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  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 21 views 2 comments 4 points Most recent by EL1234 February 20Feature Requests