Recent Discussions

Discussion List

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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 79 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 264 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 89 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 160 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 179 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 38 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 96 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 51 views 1 comment 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
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  8

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

  Active Nate42 1.1K 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 109 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 43 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 101 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 282 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 174 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 104 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 50 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 52 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 277 views 2 comments 0 points Most recent by Coach Natalie March 9Updates From the Product Team
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  1

  Up Down
  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 3 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests
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  Nelnet Student Loans

  Closed Gmoney 177 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 66 views 1 comment 0 points Most recent by Coach Natalie March 9Current Online Banking Issues
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  Unable to turn off rollover in planned spend (edited)

  Closed shely6875 44 views 1 comment 0 points Most recent by SRC54 March 9Troubleshooting
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  Confusion with Planned Spending and Bank Connections (edited)

  Closed shely6875 123 views 10 comments 0 points Most recent by SRC54 March 9Feedback
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 84 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  Canadian Subscriber - can’t enter postal code?

  Closed JasonJ 96 views 3 comments 0 points Most recent by DryHeat March 9Troubleshooting
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  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 64 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
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  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 3.3K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
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  Security Service Federal Credit Union FDP-101 (edited)

  Closed Snowman2199 155 views 4 comments 0 points Most recent by Snowman2199 March 8Adding and Updating Accounts
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  Cannot link Navy Federal bank account

  Closed antiphon 108 views 3 comments 0 points Most recent by RobWilk March 8Adding and Updating Accounts
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 44 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions