Recent Discussions

Discussion List

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  QBP: Using Credit Memos to apply pre-payments made by Client

  Closed DryHeat 30 views 1 comment 0 points Most recent by DannyB July 2025Clients & Projects
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  Transactions and Spending Plans

  Closed Stevefxp 57 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 189 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 23 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 83 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
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  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 205 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
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  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 170 views 0 comments 2 points Started by Coach Natalie July 2025 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 2025Feature Requests
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  Merged: Mortgage Tracker

  Closed benjah 1 view 0 comments 1 point Started by benjah July 2025 Feature Requests
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  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 45 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 243 views 12 comments 17 points Most recent by azs0018 July 2025Feature Requests
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  Savings Goals Not Loading w. Google Chrome

  Closed bccoleman 76 views 13 comments 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 25 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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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 2025 Report a Bug
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  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 13 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 18 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 21 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Merged: Spending Plan for Business

  Closed khackett0614 1 view 0 comments 1 point Started by khackett0614 July 2025 Quicken Business & Personal Feature Requests
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 23 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions
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  Don't need badges (edited)

  Closed virshu 41 views 5 comments 1 point Most recent by DryHeat July 2025Feedback
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  Support password+token MFA options for E*Trade accounts (edited)

  Active JLR 10 views 0 comments 1 point Started by JLR July 2025 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 2025 Feature Requests
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  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 38 views 3 comments 6 points Most recent by EL1234 July 2025Feature Requests
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  Monthly Vs Actual Budget

  Closed MFT 43 views 2 comments 0 points Most recent by Coach Jon July 2025Using the Spending Plan
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  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 15 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  What is the correct accounting & category for sweep in after stock sale and dividends

  Closed Thomas R 50 views 5 comments 0 points Most recent by Thomas R July 2025Investments
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 15 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Waterfall Chart for month to month income and spending

  Active jtjones0304 51 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  Independence Day Trivia!

  Closed Coach Natalie 194 views 8 comments 1 point Most recent by SRC54 July 2025The Water Cooler
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  Merged: Fidelity Investments - Care code: 324

  Closed JTaylorIV 1 view 0 comments 0 points Started by JTaylorIV July 2025 Adding and Updating Accounts