Recent Discussions

Discussion List

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  Merged: Fidelity Account Connection Issues

  Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 2025Adding and Updating Accounts
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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 15 views 0 comments 0 points Started by azs0018 July 2025 Feature Requests
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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 87 views 5 comments 7 points Most recent by Coach Kristina July 2025Feature Requests
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  Quicken Simplifi in Europe (edited)

  Answered ✓ Closed sasso 120 views 2 comments 0 points Most recent by Coach Kristina July 2025Quicken Business & Personal Feedback
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  Classic Starter Version and Savings Goals

  Closed KJKRUSE 14 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 48 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags
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  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Started by Karin C July 2025 Feature Requests
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  "Opening Balance" transaction category?

  Closed ejs 41 views 7 comments 0 points Most recent by ejs July 2025Managing Your Transactions
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  Ability to Share Reports (edited)

  Active Matt C 175 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
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  American Express - FDP-378 for 15 days now

  Closed HotDog10101 3 views 2 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  The Community Meetup - July 2025 Edition

  Closed Coach Natalie 131 views 4 comments 1 point Most recent by DryHeat July 2025The Community Meetup Newsletter
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  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 11 views 0 comments 2 points Started by azs0018 July 2025 Feature Requests
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  Print Report of Expenses by Category

  Answered ✓ Closed Dmenk60 22 views 1 comment 0 points Most recent by SRC54 July 2025Using Reports
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  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 28 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
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  request-body-field-unsupported error with LPL Financial (edited)

  Closed DingoBoy 43 views 5 comments 0 points Most recent by DingoBoy July 2025Adding and Updating Accounts
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  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 42 views 2 comments 6 points Most recent by Jenny T July 2025Feature Requests
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  Add Thrivepass to supported banks

  Active scottiegee 4 views 1 comment 2 points Most recent by ammmze July 2025Report Missing Financial Institution
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  Merged: potential bug, can't select washington DC as state for transfer verification.

  Closed dcleck 1 view 0 comments 0 points Started by dcleck July 2025 Using Transfers
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  Category for "Credit Card Payment"

  Closed fnums 110 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Using Transaction Activity SEARCH

  Closed neon45 56 views 8 comments 0 points Most recent by Coach Jon July 2025Investments
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  Incorrect Fidelity transaction description (incorrectly named "Check")

  Closed ejs 17 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Apple Wallet integration in a Household

  Closed Beethoven94 46 views 8 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  PayPal Cashback Matercard (FDP - 109)

  Closed Pchamb1998 29 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Ascensus - RPLink not connecting, Care Code: QCS-0429-2 (edited)

  Closed ahart6 38 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 77 views 15 comments 0 points Most recent by rscotton July 2025Adding and Updating Accounts
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  Axos Bank connection for personal accounts

  Closed JimR 55 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Spending plan changes reverting to older values

  Closed Jacktheripper 11 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  How to identify a subscription

  Closed N4KHQ 126 views 15 comments 1 point Most recent by N4KHQ July 2025Bills and Income
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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 74 views 8 comments 5 points Most recent by egal July 2025Feature Requests
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 244 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests