Recent Discussions

Discussion List

• 
  Pie vs Bar chart reports

  Closed CleoZ 14 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
• 
  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 46 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
• 
  4

  Up
  Please Add NetXInvestor (non-Royal Alliance) [edited]

  Active Nishant 119 views 10 comments 4 points Most recent by Dognose September 2025Report Missing Financial Institution or Biller
• 
  Web Release 4.74.0

  Closed Coach Natalie 222 views 0 comments 1 point Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Merged: share spaces with more members

  Closed shelbyD 1 view 0 comments 1 point Most recent by shelbyD September 2025Quicken Business & Personal Feature Requests
• 
  6

  Up Down
  If Payee is new, set Category to Uncategorized

  Active DavidB 22 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
• 
  "You have x bills this week" notification appears to have wrong count

  Closed RobWilk 115 views 16 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  check deposits not showing up in Bills and Income section...

  Closed Mountain Man 34 views 2 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
• 
  Posted date transaction vs actual

  Closed Earvin 19 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
• 
  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 52 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
• 
  Reminder Attachments (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Kristina September 2025Feedback
• 
  8

  Up Down
  Ability to search by check # (edited)

  EL1234 72 views 5 comments 8 points Most recent by mmmartian September 2025Feature Requests
• 
  Neuberger Berman Changed URL (FDP-103 error)

  Closed sgreenstonenj 23 views 6 comments 0 points Most recent by sgreenstonenj September 2025Adding and Updating Accounts
• 
  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 84 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
• 
  Bank Of America Not Updating Certain Accounts

  Closed sammy66 28 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
• 
  Should old Spending Plans expire or be archived?

  Closed SRC54 33 views 3 comments 0 points Most recent by SRC54 September 2025Using the Spending Plan
• 
  61

  Up Down
  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.6K views 60 comments 61 points Most recent by Coach Kristina September 2025Feature Requests
• 
  Merged: Traditional reconciliation is a must have for any accounting system! Make it optional.

  Closed livingjenlee 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
• 
  Two-letter words appear to be ignored in rules

  Closed khad 53 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Searching transactions on the Mobile App is not showing all transactions (edited)

  Closed The Merg 155 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug
• 
  Biller connect search won't load

  Closed woodsman 12 views 1 comment 0 points Most recent by Coach Kristina September 2025Bills and Income
• 
  Stuck at Roundpoint's 2FA (edited)

  Closed Dognose 87 views 12 comments 1 point Most recent by TaWa September 2025Adding and Updating Accounts
• 
  FDP-187 error with Mohela Student Aid account (edited)

  Closed WalletWizard 12 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
• 
  Infinite [MFA] loop when adding PHH Mortgage account

  Closed clintval 75 views 10 comments 0 points Most recent by clintval September 2025Adding and Updating Accounts
• 
  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 58 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
• 
  Flag Colors not Displaying on Mobile App (edited)

  Closed Dick_Davis 84 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
• 
  Merged: Rules criteria for amount (edited)

  Closed db400xml 1 view 0 comments 1 point Most recent by db400xml September 2025Feature Requests
• 
  2

  Up
  Crypto.com VISA Signature (one of the d.comenity.net cards from Bread Financial)

  Active JWilly911 13 views 0 comments 2 points Most recent by JWilly911 September 2025Report Missing Financial Institution or Biller
• 
  Fund future bills much like YNAB does.

  Closed Eurisko 14 views 1 comment 1 point Most recent by Coach Natalie September 2025Feedback
• 
  Filter to only show new transactions

  Closed MWD 22 views 5 comments 1 point Most recent by SRC54 September 2025Feedback