Recent Discussions

Discussion List

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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 41 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to create Clients from the Create Project page (edited)

  Active Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to date Projects in the past (edited)

  Active Dick_Davis 1 view 0 comments 2 points Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  Inaccurate Email Message

  Closed laurelmarie12 21 views 1 comment 1 point Most recent by Coach Natalie January 2Report a Bug
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  RBC Bank (USA) FDP-103 error (edited)

  Closed Whreyel 29 views 5 comments 0 points Most recent by Coach Natalie January 2Adding and Updating Accounts
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  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 236 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 1 view 0 comments 1 point Most recent by Coach Jon January 2Feedback
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  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 173 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 51 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution or Biller
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  Tags vs Notes

  Answered ✓ Closed MTav8biz 52 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
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  Show net worth change over time with graph

  Closed codyhaven 13 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
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  iOS Widget Shows Incorrect “Left to Spend”

  Closed peytont 21 views 1 comment 0 points Most recent by Coach Natalie January 2Troubleshooting
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  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 11 views 0 comments 3 points Most recent by EL1234 January 2Feature Requests
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  Issue with Refund Tracker on the mobile app (edited)

  Closed Flopbot 199 views 23 comments 0 points Most recent by Coach Natalie January 2Report a Bug
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  Spending Plan - Planned Spend Actual Spend Running Totals

  Closed erin922 31 views 1 comment 2 points Most recent by SRC54 January 1Feedback
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  How do you categorize Car lease payment

  Answered ✓ Closed anandsandy 32 views 1 comment 0 points Most recent by Coach Jon January 1Categories and Tags
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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 175 views 9 comments 21 points Most recent by zbsh December 2025Feature Requests
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  Nordstrom Card Not Connecting (care code: FDP-101)

  Closed bcsams424 43 views 1 comment 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Charles Schwab brokerage account no longer updating

  Closed RickS 177 views 19 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 31 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 455 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 151 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/18/25: TD Bank - Issue connecting multiple logins

  Coach Natalie 148 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Unable to Sign in on Android Device

  Closed Mortimer Duke 1 view 1 comment 0 points Most recent by DannyB December 2025Troubleshooting
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  Just subscribed. Why do I get an error trying to enter Transactions?

  Closed DarinMan 22 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
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  What is your favorite holiday movie?

  Closed Coach Kristina 221 views 12 comments 0 points Most recent by botjnilt December 2025The Water Cooler
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  Watch Lists and Spend Categories can be filtered by selected accounts

  Closed GoBraves 11 views 1 comment 1 point Most recent by Coach Natalie December 2025Feedback
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  Tired of broken online banking connections

  Closed SuperBoots 86 views 7 comments 0 points Most recent by RobWilk December 2025Feedback
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  Budget Flexibility - paychecks vs months

  Closed Aj28 22 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 14 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests