Recent Discussions

Discussion List

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  Can't connect to Ellevest/Folio FDP-176 error (edited)

  Closed MakeEllevestWork 217 views 22 comments 1 point Most recent by Coach Natalie May 23Adding and Updating Accounts
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  Allow Bulk Editing of Category & Tags for Split Transactions (edited)

  Active DannyM 104 views 2 comments 4 points Most recent by craguirre May 23Feature Requests
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  Unable to use etrade with MFA enabled.

  Closed jtc 62 views 3 comments 0 points Most recent by Coach Natalie May 23Adding and Updating Accounts
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  Merged: Make transactions selectable in the Rule creation/edit > Existing Transaction table

  DannyB 1 view 0 comments 1 point Started by DannyB May 23 Feature Requests
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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 58 views 2 comments 7 points Most recent by DannyB May 23Feature Requests
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  Security/Payee empty for Investment Transactions in TDA/Schwab account (edited)

  Closed neon45 246 views 41 comments 0 points Most recent by neon45 May 23Report a Bug
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  Excited to try new Early Access features, and I am enrolled, but where are they?

  Answered ✓ Closed trd716 80 views 4 comments 0 points Most recent by DannyB May 22Feedback
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  Rollover Management system for bills that vary each month (like utilities) [edited]

  Active davecave 83 views 4 comments 7 points Most recent by EL1234 May 22Feature Requests
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  Ability to easily switch account, profile or budget

  Closed jonandkiley 43 views 1 comment 1 point Most recent by Coach Jon May 22Using Space Sharing
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  Make Tags automated

  Closed Clayton.eidson 12 views 1 comment 0 points Most recent by Coach Jon May 22Feedback
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  Mobile Release 5.5.0

  Closed Coach Natalie 516 views 0 comments 2 points Started by Coach Natalie May 22 Updates From the Product Team
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  Please add FNB of Milaca

  Active Laurieonmll 15 views 0 comments 1 point Started by Laurieonmll May 22 Adding and Updating Accounts
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  Quicken.com Maintenance tonight (5/22/24), 9:00 pm PT

  Closed Coach Natalie 46 views 0 comments 2 points Started by Coach Natalie May 22 Announcements
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  Excess spending in "planned spending" categories not reflected on Spending Plan summary screen

  Closed tdpmd 46 views 8 comments 0 points Most recent by Coach Jon May 21Report a Bug
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  Daily FDP-108 error with Toyota Financial Savings Bank (edited)

  Closed Dave L 82 views 6 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Savings vs. savings goals?

  Answered ✓ Closed Whitecap 116 views 2 comments 0 points Most recent by Whitecap May 21Getting Started
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  Web Release 4.10.0

  Closed Coach Natalie 524 views 0 comments 2 points Started by Coach Natalie May 21 Updates From the Product Team
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  Abbott Laboratories Employee Credit Union (ALEC)

  Active Erin088 6 views 0 comments 1 point Started by Erin088 May 21 Report Missing Financial Institution
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  I have not been able to add my Chase or Discover credit card accounts (edited)

  Closed ekaplan 33 views 1 comment 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 80 views 3 comments 0 points Most recent by Coach Jon May 21Using Reports
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  What dates are used in the Net Worth Report?

  Answered ✓ Closed Neubadger 88 views 8 comments 0 points Most recent by Coach Natalie May 21Using Reports
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.3K views 48 comments 163 points Most recent by Max1223 May 21Feature Requests
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  Merged: Ability to set an overall Target for a Watchlist

  Jds 2 views 0 comments 1 point Started by Jds May 21 Feature Requests
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  Ability to set annual/overall Watchlist targets (edited)

  Active cczh 94 views 5 comments 6 points Most recent by Jds May 21Feature Requests
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  Merged: Ability for watchlist to “track by” multiple items (e.g. Account (not yet available) AND Pa…

  Jds 11 views 0 comments 1 point Started by Jds May 21 Feature Requests
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  Balance Issues with Stifel Wealth Tracker

  Closed jtribble 82 views 9 comments 0 points Most recent by Rosc May 21Adding and Updating Accounts
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  Autopay from checking to credit card, why two credits and one debit?

  Closed Tom Gorrell 73 views 5 comments 0 points Most recent by DannyB May 21Using Transfers
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  Using Savings Goal Money (edited)

  Answered ✓ Closed RRBarney 151 views 2 comments 0 points Most recent by EL1234 May 21Using Savings Goals
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  Glitches in Settings > Categories list (edited)

  Closed Mach1Pony 185 views 17 comments 2 points Most recent by Coach Natalie May 20Report a Bug
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  Selection by a date range

  Answered ✓ Closed chef 51 views 3 comments 0 points Most recent by N4KHQ May 20Report a Bug