Recent Discussions

Discussion List

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  Releasing planned spend doesn't change the total in the Spending Plan (edited)

  Closed johnnydr4 35 views 3 comments 0 points Most recent by SRC54 August 2025Troubleshooting
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  Merged: Deleting a Savings Goal does not return the money to the account's available balance

  Closed Etch44 13 views 0 comments 0 points Started by Etch44 August 2025 Using Savings Goals
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  Phone support

  Answered ✓ Closed Gerryd 73 views 2 comments 0 points Most recent by Coach Jon August 2025Feedback
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  Is there way to save retirement planning information? (edited)

  Answered ✓ Closed johnnydr4 35 views 2 comments 0 points Most recent by johnnydr4 August 2025Using the Retirement Planner
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  Can I Export Investment Transactions? (edited)

  Answered ✓ Closed Sauerbrunndaa 46 views 3 comments 0 points Most recent by Coach Natalie August 2025Investments
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 33 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Add Lake Osceola State Bank (edited)

  Closed Jayme 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

  missyrae7 21 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
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  Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

  Answered ✓ Closed sazurb 105 views 1 comment 0 points Most recent by SRC54 August 2025Quicken Business & Personal Feedback
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  Navy Federal Credit Union Account Problem

  Closed John Light 28 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Icons for Transaction Types

  Active Dick_Davis 29 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Add a comparison view to Watchlists (edited)

  Active Max1223 144 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
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  Hiding Transactions

  Answered ✓ Closed Billydo 31 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  Contributing to Savings Goals: Ability to Ignore Individual Contributions

  Closed DannyB 6 views 0 comments 0 points Started by DannyB August 2025 Using Savings Goals
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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 340 views 8 comments 23 points Most recent by DannyB August 2025Feature Requests
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  Merged: Incomplete downloads from Spending Reports

  Closed lwyman 1 view 0 comments 0 points Started by lwyman August 2025 Report a Bug
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  FDP-106 error with Indiana CollegeChoice529 (edited)

  Closed FormerMinter 98 views 4 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Submitting scheduled transaction early

  Closed Amar_K 48 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Incorrect Investment Calculations

  Closed lobster flip 20 views 2 comments 0 points Most recent by TheReal702 August 2025Investments
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  Expand the "Hide Cents" option across all Reports

  alkaboy 24 views 3 comments 1 point Most recent by SRC54 August 2025Feature Requests
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  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug
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  Merged: TIAA not connecting for over one month! Care code: FDP-155

  Closed ams-chicago 141 views 0 comments 1 point Most recent by carbonj August 2025Adding and Updating Accounts
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  Ability to deactivate or hide a category that is no longer in use

  Active nylhsa3 42 views 2 comments 10 points Most recent by EL1234 August 2025Feature Requests
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  New Savings Goal with saved so far amount shows "behind" after contributing (edited)

  JesstheGiant 151 views 19 comments 0 points Most recent by Coach Natalie August 2025Troubleshooting
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  Wealthsimple [connectivity] works again

  Closed seshwan 55 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Restoration of Data deletion by mistake

  Closed Palavis 31 views 2 comments 0 points Most recent by Palavis August 2025Troubleshooting
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  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 37 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
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  Merged: Savings Goal shows "behind" after contributing

  Closed System 1 view 0 comments 0 points Most recent by mf1192 August 2025Report a Bug
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  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 174 views 21 comments 31 points Most recent by Max1223 August 2025Feature Requests
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  College Savings Iowa 529 - FDP-106

  Closed System 63 views 13 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts