Recent Discussions

Discussion List

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  ExxonMobil Savings Plan "You have already added all your accounts"

  Closed System 34 views 3 comments 0 points Most recent by ClydeO March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 54 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  21

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 371 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
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  Past due bills cannot link to transaction (edited)

  Closed RobI 72 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Completed Closed Dick_Davis 171 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 22 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed Closed IB1542 21 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 56 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 241 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 62 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 231 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 74 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 142 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  ONGOING 3/11/26: American Express - $0 Balance

  Coach Natalie 154 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues
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  New Apple Card with New Apple ID on Same Phone

  Closed hvjjhjfjkfjkfh 25 views 1 comment 0 points Most recent by SRC54 March 11Adding and Updating Accounts
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 73 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  Alerus/Alliance Benefit Group connection error - FDP-103 (edited)

  Closed sarahmeytin 41 views 1 comment 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
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  8

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  Wisconsin 529 (edvest-529.com) Aggregator Link [edited]

  Active Nate42 936 views 35 comments 8 points Most recent by cubfan4real March 10Report Missing Financial Institution or Biller
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  5
  Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)

  Completed Closed Stickboy 91 views 4 comments 5 points Most recent by Coach Natalie March 10Feature Requests
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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 31 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  8

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 82 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests
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  CareCredit Care Code: QCS-0429-2 / FDP-103 (edited)

  Closed System 229 views 13 comments 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  Closed DryHeat 152 views 13 comments 0 points Most recent by Coach Jon March 9Quicken Business & Personal Feedback
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  2

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  Ability to edit the Tags tied to active Savings Goals (edited)

  Active Thaddeous 82 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests
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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 42 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  Products & Services for QBP: Share your feedback here!

  Closed Coach Natalie 41 views 2 comments 0 points Most recent by Coach Natalie March 9Quicken Business & Personal Feedback
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  New Feature Alert: Products & Services for QBP!

  Closed Coach Natalie 261 views 2 comments 0 points Most recent by Coach Natalie March 9Updates From the Product Team
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  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 1 view 0 comments 1 point Most recent by grant.souter March 9Feature Requests
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  Nelnet Student Loans

  Closed Gmoney 141 views 1 comment 0 points Most recent by Coach Natalie March 9Adding and Updating Accounts
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  ONGOING 3/9/26: Forum Credit Union - Bus returns an FDP-2102 error

  Coach Natalie 53 views 1 comment 0 points Most recent by Coach Natalie March 9Current Online Banking Issues