Recent Discussions

Discussion List

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  Can't connect to Ellevest/Folio FDP-176 error (edited)

  Closed MakeEllevestWork 227 views 22 comments 1 point Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Allow Bulk Editing of Category & Tags for Split Transactions (edited)

  Active DannyM 106 views 2 comments 4 points Most recent by craguirre May 2024Feature Requests
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  Unable to use etrade with MFA enabled.

  Closed jtc 73 views 3 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Merged: Make transactions selectable in the Rule creation/edit > Existing Transaction table

  DannyB 1 view 0 comments 1 point Started by DannyB May 2024 Feature Requests
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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 63 views 2 comments 7 points Most recent by DannyB May 2024Feature Requests
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  Security/Payee empty for Investment Transactions in TDA/Schwab account (edited)

  Closed neon45 250 views 41 comments 0 points Most recent by neon45 May 2024Report a Bug
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  Excited to try new Early Access features, and I am enrolled, but where are they?

  Answered ✓ Closed trd716 81 views 4 comments 0 points Most recent by DannyB May 2024Feedback
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  Rollover Management system for bills that vary each month (like utilities) [edited]

  Active davecave 84 views 4 comments 7 points Most recent by EL1234 May 2024Feature Requests
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  Ability to easily switch account, profile or budget

  Closed jonandkiley 49 views 1 comment 1 point Most recent by Coach Jon May 2024Using Space Sharing
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  Make Tags automated

  Closed Clayton.eidson 14 views 1 comment 0 points Most recent by Coach Jon May 2024Feedback
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  Mobile Release 5.5.0

  Closed Coach Natalie 516 views 0 comments 2 points Started by Coach Natalie May 2024 Updates From the Product Team
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  Please add FNB of Milaca

  Active Laurieonmll 15 views 0 comments 1 point Started by Laurieonmll May 2024 Adding and Updating Accounts
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  Quicken.com Maintenance tonight (5/22/24), 9:00 pm PT

  Closed Coach Natalie 46 views 0 comments 2 points Started by Coach Natalie May 2024 Announcements
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  Excess spending in "planned spending" categories not reflected on Spending Plan summary screen

  Closed tdpmd 47 views 8 comments 0 points Most recent by Coach Jon May 2024Report a Bug
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  Daily FDP-108 error with Toyota Financial Savings Bank (edited)

  Closed Dave L 93 views 6 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Savings vs. savings goals?

  Answered ✓ Closed Whitecap 148 views 2 comments 0 points Most recent by Whitecap May 2024Getting Started
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  Web Release 4.10.0

  Closed Coach Natalie 525 views 0 comments 2 points Started by Coach Natalie May 2024 Updates From the Product Team
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  Abbott Laboratories Employee Credit Union (ALEC)

  Active Erin088 9 views 0 comments 1 point Started by Erin088 May 2024 Report Missing Financial Institution
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  I have not been able to add my Chase or Discover credit card accounts (edited)

  Closed ekaplan 36 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 81 views 3 comments 0 points Most recent by Coach Jon May 2024Using Reports
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  What dates are used in the Net Worth Report?

  Answered ✓ Closed Neubadger 91 views 8 comments 0 points Most recent by Coach Natalie May 2024Using Reports
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  Merged: Ability to set an overall Target for a Watchlist

  Jds 2 views 0 comments 1 point Started by Jds May 2024 Feature Requests
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  Ability to set annual/overall Watchlist targets (edited)

  Active cczh 96 views 5 comments 6 points Most recent by Jds May 2024Feature Requests
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  Merged: Ability for watchlist to “track by” multiple items (e.g. Account (not yet available) AND Pa…

  Jds 11 views 0 comments 1 point Started by Jds May 2024 Feature Requests
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  Balance Issues with Stifel Wealth Tracker

  Closed jtribble 83 views 9 comments 0 points Most recent by Rosc May 2024Adding and Updating Accounts
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  Autopay from checking to credit card, why two credits and one debit?

  Closed Tom Gorrell 74 views 5 comments 0 points Most recent by DannyB May 2024Using Transfers
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  Using Savings Goal Money (edited)

  Answered ✓ Closed RRBarney 189 views 2 comments 0 points Most recent by EL1234 May 2024Using Savings Goals
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  Glitches in Settings > Categories list (edited)

  Closed Mach1Pony 187 views 17 comments 2 points Most recent by Coach Natalie May 2024Report a Bug
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  Selection by a date range

  Answered ✓ Closed chef 53 views 3 comments 0 points Most recent by N4KHQ May 2024Report a Bug
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  Empty Banks Under Settings (edited)

  Answered ✓ Closed DannyB 39 views 3 comments 0 points Most recent by DannyB May 2024Troubleshooting