Recent Discussions

Discussion List

• 
  Coinbase / Stock Symbol Mixup

  Closed MatthewR 51 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts
• 
  Nationwide Retirement Account Can't Connect NRSFORU.com (FDP-6000)

  Closed jrylee 72 views 1 comment 0 points Most recent by Coach Jon February 24Adding and Updating Accounts
• 
  Transfer linked to transaction from last month (edited)

  Closed System 71 views 6 comments 0 points Most recent by Coach Natalie February 24Troubleshooting
• 
  Aimloan connection not working (1415 Finicity error)

  Closed kmorkos 72 views 5 comments 1 point Most recent by Coach Natalie February 24Adding and Updating Accounts
• 
  Merged: Rules are not being applied sometimes for CSV import

  Closed Randy1234 4 views 0 comments 0 points Most recent by Randy1234 February 24Report a Bug
• 
  getting field errors when editing existing transaction rules (edited)

  Closed Randy1234 121 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
• 
  9

  Up Down
  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 592 views 21 comments 9 points Most recent by EL1234 February 24Feature Requests
• 
  16

  Up
  Add Tractor Supply Credit Card

  In Review Vaughan 1K views 24 comments 16 points Most recent by jwk February 24Report Missing Financial Institution or Biller
• 
  Please add Simplot Credit Union and delete Simplot Employees Credit Union

  Closed 86shadow 21 views 2 comments 1 point Most recent by Coach Jon February 23Adding and Updating Accounts
• 
  Real Estate Business

  Closed en-chuan 22 views 1 comment 0 points Most recent by Coach Jon February 23Quicken Business & Personal Feedback
• 
  Reminders aren't updating for Amex card using Bill Connect for Credit Cards (edited)

  Closed trewbux 202 views 3 comments 0 points Most recent by Coach Jon February 23Bills and Income
• 
  "Projected spend" keeps changing from where I set it

  Closed ClaireD 31 views 1 comment 0 points Most recent by Coach Jon February 23Troubleshooting
• 
  Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

  Closed mm18 221 views 19 comments 0 points Most recent by Coach Jon February 23Adding and Updating Accounts
• 
  FirstBank of Colorado FDP-7500 error (edited)

  Closed JDB 171 views 17 comments 0 points Most recent by Coach Jon February 23Adding and Updating Accounts
• 
  CarMax Auto Finance FDP-108

  Closed joat 171 views 9 comments 0 points Most recent by Coach Natalie February 23Adding and Updating Accounts
• 
  Merged: Reports - Compare to last year

  Closed bsg 1 view 0 comments 1 point Most recent by bsg February 23Feature Requests
• 
  Transaction Split feature not working properly

  Closed Asher 122 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
• 
  I have a manual account, Other Asset, that still shows a $0.00 balance

  Closed System 1 view 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug
• 
  Change category default list to current.

  Closed dtorg1955 32 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
• 
  Amazon Synchrony FDP-103

  Closed System 52 views 2 comments 0 points Most recent by Coach Kristina February 22Adding and Updating Accounts
• 
  Merged: Save preferred columns for planned spend transaction register

  Closed brisure 1 view 0 comments 1 point Most recent by DryHeat February 22Feature Requests
• 
  1

  Up Down
  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 42 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
• 
  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Closed Dakota 51 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting
• 
  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Closed Dakota 21 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
• 
  Merged: Health Equity - FDP-108 (edited)

  Closed ZeeBo22 11 views 0 comments 0 points Most recent by Coach Jon February 20Adding and Updating Accounts
• 
  No recurring transaction indicator

  Closed DMarshall 31 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
• 
  Fidelity Elan credit card transaction update delays (edited)

  Closed RobI 233 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
• 
  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 22 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
• 
  3

  Up Down
  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 11 views 0 comments 3 points Most recent by Caradean28 February 20Feature Requests
• 
  Baird Account Missing Holdings (edited)

  Closed disc2120 141 views 14 comments 0 points Most recent by Coach Natalie February 20Investments