Recent Discussions

Discussion List

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  3

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  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 29 views 2 comments 3 points Most recent by Jenny T December 6Feature Requests
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  Avoid MFA every single time by "trusting the browser" or "remembering this device" (edited)

  Active AlexB 791 views 44 comments 164 points Most recent by Luisito277 December 6Feature Requests
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  NEW 12/05/24: Issue with editing pending/cleared Transactions into Bill Reminders

  Announcement Coach Jon 47 views 0 comments 0 points Started by Coach Jon December 6 Known Product Issues
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  Third level category not rolling up properly in Reports (edited)

  RickS 138 views 22 comments 2 points Most recent by Jenny T December 6Report a Bug
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  Cleared transaction still shows pending in the tooltip and balance is off

  System 392 views 61 comments 0 points Most recent by EL1234 December 5Adding and Updating Accounts
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  Need Mortgage bank added- Servbank

  Active rconnjr 144 views 8 comments 7 points Most recent by clintval December 5Report Missing Financial Institution
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  NEW 12/05/24: Voya Financial - Zero Dollar Balance

  Announcement Coach Jon 19 views 0 comments 0 points Started by Coach Jon December 5 Current Online Banking Issues
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  [ONGOING] 11/21/24: T. Rowe Price returns a 105 error

  Coach Jon 447 views 1 comment 3 points Most recent by Coach Jon December 5Current Online Banking Issues
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  [ONGOING] 11/21/24: UMB Bank - HSA returning FDP-579 (CP_Script_Error)

  Coach Jon 17 views 1 comment 0 points Most recent by Coach Jon December 5Current Online Banking Issues
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  NEW 12/05/24: Victory Capital - FDP-176 / Missing Accounts

  Announcement Coach Jon 10 views 0 comments 0 points Started by Coach Jon December 5 Current Online Banking Issues
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  Quicken has incorrect checking balance

  N4KHQ 92 views 10 comments 0 points Most recent by N4KHQ December 5Managing Your Transactions
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ ender 93 views 7 comments 0 points Most recent by tusr18aa December 5Adding and Updating Accounts
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  Reports - Rollup third level category to second level and then top level

  Active RickS 26 views 1 comment 6 points Most recent by DannyB December 5Feature Requests
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  FDP-530 for Royal Bank of Canada Wealth Management

  rjlovari 13 views 1 comment 0 points Most recent by Coach Jon December 5Adding and Updating Accounts
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  Link reminders to transactions questions

  sunflowermom 31 views 3 comments 0 points Most recent by Coach Natalie December 5How do you Quicken Simplifi?
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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 83 views 9 comments 11 points Most recent by SRC54 December 5Feature Requests
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  Setting a brokerage account to type "Savings"

  RockLee 64 views 13 comments 0 points Most recent by SRC54 December 5Adding and Updating Accounts
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  Apple Card: Not honoring "Exact Match" settings for recurring

  RobWilk 54 views 8 comments 1 point Most recent by SRC54 December 5Report a Bug
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  jdtrujillo 41 views 6 comments 0 points Most recent by UrsulaA December 4Report a Bug
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  Breakdown of investment holdings per account

  Huemul 16 views 1 comment 0 points Most recent by Coach Jon December 4Feedback
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  NEW 12/04/2024: My Online Account returns FDP-103

  Announcement Coach Jon 33 views 0 comments 0 points Started by Coach Jon December 4 Current Online Banking Issues
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Snipes 76 views 11 comments 1 point Most recent by Coach Natalie December 4Report a Bug
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  Can we add a way to link utilities through their website

  SmartyKat92 18 views 2 comments 0 points Most recent by SRC54 December 4Bills and Income
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  Investment Quotes Updates

  UrsulaA 55 views 10 comments 0 points Most recent by SRC54 December 4Investments
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  Add Current from Choice Financial Group

  SmartyKat92 10 views 1 comment 1 point Most recent by Coach Natalie December 4Adding and Updating Accounts
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  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 7 views 0 comments 0 points Started by xnn7 December 4 Report a Bug
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  Waiting for an update on the SchoolsFirst issue.

  Mike Tu 90 views 1 comment 0 points Most recent by Coach Natalie December 4Adding and Updating Accounts
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  Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

  Active DannyB 47 views 4 comments 5 points Most recent by DannyB December 4Feature Requests
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  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ LakGoy 22 views 1 comment 0 points Most recent by UrsulaA December 4Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  System 24 views 2 comments 0 points Most recent by Coach Natalie December 4Adding and Updating Accounts