Recent Discussions

Discussion List

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  Microsoft Office Sub

  Closed Stevefxp 2 views 2 comments 0 points Most recent by DryHeat July 12Managing Your Transactions
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 13 views 1 comment 0 points Most recent by DryHeat July 12Managing Your Transactions
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  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 522 views 37 comments 86 points Most recent by Max1223 July 12Feature Requests
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  1

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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 47 views 3 comments 1 point Most recent by DryHeat July 12Feature Requests
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  QBP: Using Credit Memos to apply pre-payments made by Client

  Closed DryHeat 27 views 1 comment 0 points Most recent by DannyB July 12Clients & Projects
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  Transactions and Spending Plans

  Closed Stevefxp 56 views 10 comments 0 points Most recent by DannyB July 12Using the Spending Plan
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  9

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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 163 views 17 comments 9 points Most recent by DryHeat July 11Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 22 views 3 comments 6 points Most recent by Coach Natalie July 11Feature Requests
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  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 78 views 7 comments 12 points Most recent by Coach Natalie July 11Feature Requests
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  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 190 views 0 comments 1 point Started by Coach Natalie July 11 Updates From the Product Team
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  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 161 views 0 comments 2 points Started by Coach Natalie July 11 Updates From the Product Team
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  Merged: Ability to make splits recurring

  Closed benjah 1 view 0 comments 1 point Most recent by SRC54 July 11Feature Requests
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  Merged: Mortgage Tracker

  Closed benjah 1 view 0 comments 1 point Started by benjah July 11 Feature Requests
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  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 35 views 6 comments 0 points Most recent by JCBFranklin July 10Adding and Updating Accounts
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  17

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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 234 views 12 comments 17 points Most recent by azs0018 July 10Feature Requests
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  Savings Goals Not Loading w. Google Chrome

  Closed bccoleman 68 views 13 comments 0 points Most recent by Coach Jon July 10Troubleshooting
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 10Feedback
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  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Started by cchatham11 July 10 Report a Bug
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  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 12 views 1 comment 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 15 views 1 comment 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 17 views 1 comment 0 points Most recent by Coach Jon July 10Managing Your Transactions
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  Merged: Spending Plan for Business

  Closed khackett0614 1 view 0 comments 1 point Started by khackett0614 July 10 Quicken Business & Personal Feature Requests
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 14 views 2 comments 0 points Most recent by John Rowland July 10Managing Your Transactions
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  Don't need badges (edited)

  Closed virshu 41 views 5 comments 1 point Most recent by DryHeat July 10Feedback
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  Support password+token MFA options for E*Trade accounts (edited)

  Active JLR 6 views 0 comments 1 point Started by JLR July 10 Feature Requests
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  Merged: For recurring reminders, allow us to set "n occurrences" instead of an end date

  Closed EL1234 1 view 0 comments 1 point Started by EL1234 July 9 Feature Requests
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  6

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  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 36 views 3 comments 6 points Most recent by EL1234 July 9Feature Requests
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  Monthly Vs Actual Budget

  Closed MFT 41 views 2 comments 0 points Most recent by Coach Jon July 9Using the Spending Plan
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  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 15 views 1 comment 0 points Most recent by SRC54 July 9Managing Your Transactions
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  What is the correct accounting & category for sweep in after stock sale and dividends

  Closed Thomas R 41 views 5 comments 0 points Most recent by Thomas R July 9Investments