Recent Discussions

Discussion List

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  Merged: QBP: Line item discounts (edited)

  Closed phillipginn 5 views 0 comments 1 point Started by phillipginn July 28 Quicken Business & Personal Feature Requests
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  QBP: Quarterly Sales Tax Report (edited)

  Active Cts 38 views 1 comment 2 points Most recent by phillipginn July 28Quicken Business & Personal Feature Requests
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  How to edit and change multiple transactions at once in the mobile app? (edited)

  Answered ✓ ps56k 95 views 7 comments 0 points Most recent by ps56k July 28Managing Your Transactions
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  E*TRADE stocks are missing from the portfolio view (edited)

  vladinator 233 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts
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  Logos for recurring WITHOUT bill connect

  Completed Closed Arun 151 views 9 comments 12 points Most recent by Coach Natalie July 27Feature Requests
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  Projected Cash Flow needs to allow you to identify a Brokerage Account

  tstirsman 43 views 2 comments 0 points Most recent by RobI July 27Projected Cash Flow
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  New Feature Alert: Logos for Recurring Series!

  Announcement Closed Coach Natalie 296 views 0 comments 0 points Started by Coach Natalie July 27 Updates From the Product Team
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  Editing linked transfer deletes one side of transaction

  ejs 158 views 7 comments 1 point Most recent by Coach Natalie July 27Report a Bug
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  View Unusual and Optional Spending

  Kseniya 46 views 2 comments 1 point Most recent by SRC54 July 27Feedback
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  Webull support

  Answered ✓ aMoistMuffin 30 views 1 comment 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts
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  Net Worth Percentile Comparison with Demographic Filters

  Active Another Stephen 110 views 8 comments 3 points Most recent by DryHeat July 26Feature Requests
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  Zombie Reminders won't delete in savings account

  TXAggiePM 20 views 1 comment 0 points Most recent by DryHeat July 26Troubleshooting
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  Bank is sending in a positive balance instead of negative balance for mortgage account (edited)

  dthibode 150 views 12 comments 1 point Most recent by Coach Kristina July 25Adding and Updating Accounts
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  Is there a way to shut off the exclude feature? (edited)

  Kim Wilhelmson 37 views 1 comment 1 point Most recent by DryHeat July 25Managing Your Transactions
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  Custom ordering/grouping of the Accounts List

  ainsliejohn 38 views 2 comments 0 points Most recent by ainsliejohn July 25Feedback
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  Suggestion: store Credit Card details like phone & benefits

  CT Saver 15 views 1 comment 0 points Most recent by DryHeat July 25Feedback
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  error message when setting up a business account

  System 24 views 2 comments 0 points Most recent by Coach Jon July 24General Troubleshooting
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 3.1K views 68 comments 71 points Most recent by mpmcwhirter July 24Feature Requests
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.6K views 12 comments 33 points Most recent by mpmcwhirter July 24Feature Requests
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  System 64 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Persistent "An error occurred. Please try again." message (edited)

  Simpli_User_101 554 views 49 comments 1 point Most recent by Quicken Kirby July 24Troubleshooting
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  Golden 1 Credit Union - Connection Error (FDP-105)

  MrSacras 1.3K views 33 comments 1 point Most recent by MrSacras July 23Adding and Updating Accounts
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  How can I write a Rule which matches part of a Statement Name?

  Answered ✓ kaltorak 82 views 4 comments 0 points Most recent by kaltorak July 23Managing Your Transactions
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  Let Transaction Rules match substrings in a Statement Name (edited)

  Active kaltorak 29 views 1 comment 4 points Most recent by kaltorak July 23Feature Requests
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  JBB 172 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2.5K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller
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  Web Release 6.29.0

  Closed Coach Natalie 209 views 0 comments 0 points Started by Coach Natalie July 23 Updates From the Product Team
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  Unable to connect to Alerus (FDP-106)

  rcortez 139 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 577 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.6K views 39 comments 74 points Most recent by hangingchad July 23Feature Requests