Recent Discussions

Discussion List

• 
  Add STATE FARM®PREMIER CASH REWARDS VISA SIGNATURE® CARD

  Closed Jzelkowitz 12 views 1 comment 1 point Most recent by Coach Kristina November 2025Adding and Updating Accounts
• 
  Merged: Hide Net Worth and Related Fields

  Closed jak339 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  3

  Up Down
  Mobile App: Projected Cash Flow projections should be grouped by day (edited)

  Active RobWilk 11 views 1 comment 3 points Most recent by Jenny T November 2025Feature Requests
• 
  Apple Card Bill Connect Recurring Series not working

  Closed cfleischhacker 22 views 1 comment 0 points Most recent by SRC54 November 2025Bills and Income
• 
  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 74 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
• 
  Merged: Auto-release planned spend did not auto-release

  Closed MishaM 11 views 0 comments 0 points Most recent by MishaM November 2025Report a Bug
• 
  Merged: Honda Finance Not Syncing, Appears to be a Bug

  Closed GTMissileMan 1 view 0 comments 0 points Most recent by Coach Kristina November 2025Report a Bug
• 
  Merged: Bill Connect: AT&T

  Closed TiggerTrainer 21 views 0 comments 3 points Most recent by SRC54 November 2025Report Missing Financial Institution or Biller
• 
  2

  Up
  Bill Connect: Denver Water

  Active TiggerTrainer 12 views 0 comments 2 points Most recent by TiggerTrainer November 2025Report Missing Financial Institution or Biller
• 
  Merged: Add specific spending categories to Cash Flow series

  Closed gorbin_time 11 views 0 comments 3 points Most recent by gorbin_time November 2025Feature Requests
• 
  Missing Transactions from Manual Accounts

  Closed QuentonL 76 views 8 comments 0 points Most recent by QuentonL November 2025Managing Your Transactions
• 
  9

  Up Down
  Ability to create Planned Spending Expenses for both Parent and Child Categories (edited)

  Active eadkins20 112 views 7 comments 9 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Merged: For new "MANUAL ENTERED" transactions, Fill in Category based on rules

  Closed RobWilk 1 view 0 comments 1 point Most recent by RobWilk October 2025Feature Requests
• 
  Why isn't my new rule being applied?

  Closed kaltorak 64 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
• 
  2

  Up Down
  Keep scroll level when returning to Planned Spend from an expense drill-down (edited)

  Active mmmartian 12 views 1 comment 2 points Most recent by RobWilk October 2025Feature Requests
• 
  Merged: Flag on Split Paycheck Transaction

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis October 2025Managing Your Transactions
• 
  4

  Up Down
  Transfers created from a Split Transaction should show Flags in the register (edited)

  Active EL1234 96 views 8 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
• 
  4

  Up Down
  Scroll through months, staying within a specific Category under Planned Spending

  Active insanenutman 23 views 2 comments 4 points Most recent by RobWilk October 2025Feature Requests
• 
  Merged: Don't Double-Count Transactions in Planned Spend

  Closed mmmartian 1 view 0 comments 2 points Most recent by SRC54 October 2025Feature Requests
• 
  Permission denied to read my notifications

  Closed KB2014 22 views 1 comment 0 points Most recent by Coach Natalie October 2025Using the Community
• 
  Automated Labeling based on transaction characteristics

  Closed dbs2025 21 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
• 
  Year on date not shown for recurring bill history in Web App, year displays in Mobile App

  Closed UrsulaA 71 views 8 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  [ONGOING] 10/16/25: Human Interest returns an FDP-105 error

  Coach Natalie 355 views 1 comment -2 points Most recent by Coach Natalie October 2025Current Online Banking Issues
• 
  [ONGOING] 10/16/25: Insperity returns an FDP-101 error

  Coach Natalie 134 views 1 comment 0 points Most recent by Coach Natalie October 2025Current Online Banking Issues
• 
  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 298 views 33 comments 0 points Most recent by smuzumdar October 2025Adding and Updating Accounts
• 
  I wish there was different coloration for Planned Spend amounts (edited)

  Closed Jessica A 12 views 1 comment 0 points Most recent by Coach Jon October 2025Using the Spending Plan
• 
  Coinbase Credit Card

  Closed iakoubtchik 210 views 7 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  2

  Up Down
  QBP: Ability to invoice expenses without needing a transaction (edited)

  PGLConsultant 86 views 5 comments 2 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
• 
  UW Credit Union FDP-102 error

  Closed launcher330 11 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Not all fidelity accounts are able to be connected

  Closed CZC 44 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts