Recent Discussions

Discussion List

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  Issue with Raymond James Financial Connection (FDP-185)

  ctanenbaum 465 views 49 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts
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  Web Release 6.28.0

  Closed Coach Natalie 253 views 0 comments 0 points Started by Coach Natalie July 16 Updates From the Product Team
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  Move the AI Button to Top Menu

  cyberstackn 48 views 3 comments 4 points Most recent by cyberstackn July 16Feature Requests
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  "Left this month" is 0.00 but showing red like I overspent.

  Jhenry530 40 views 2 comments 0 points Most recent by DryHeat July 16Troubleshooting
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  Add Ollo Credit Card

  Active EllieBean 67 views 2 comments 4 points Most recent by EllieBean July 15Report Missing Financial Institution or Biller
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  Number of Accounts

  ejs 35 views 1 comment 0 points Most recent by Coach Jon July 15Troubleshooting
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  3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

  mfinnegan 44 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts
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  TIAA FDP-105

  bhewey 36 views 1 comment 0 points Most recent by Coach Natalie July 15Adding and Updating Accounts
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  Mobile Release 6.28.0

  Closed Coach Natalie 189 views 0 comments 0 points Started by Coach Natalie July 15 Updates From the Product Team
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  Need Petal Credit Card

  In Review cconrado90 386 views 13 comments 7 points Most recent by shevwill July 15Report Missing Financial Institution or Biller
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  Freedom Mortgage Mastercard 170 error when connecting; balance went to 0

  BudgetJunkie 66 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 307 views 26 comments 0 points Most recent by lwyman July 15Investments
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  Keep Past Due Items in Projected Cash Flow Until Resolved (edited)

  Active AlfredoR 34 views 0 comments 4 points Started by AlfredoR July 15 Feature Requests
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  401 invalid_client when trying to reconnect Partners Federal Credit Union

  cruisencode 45 views 2 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts
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  Modal Popup Causes Low Framerate On Other Monitor (edited)

  Baconbeagle 23 views 1 comment 0 points Most recent by Coach Natalie July 14Troubleshooting
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  United Wholesale Mortgage account was moved to Bilt - "No accounts supported" message with Bilt

  kevsty1990 25 views 1 comment 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts
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  QBP: Ability to create a Balance Sheet report for personal finances (edited)

  Active TCG 23 views 0 comments 2 points Started by TCG July 14 Quicken Business & Personal Feature Requests
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  Download investment transactions via CSV to personal computer (edited)

  neon45 46 views 2 comments 0 points Most recent by neon45 July 14Investments
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  How to enter a buy transaction CUSIP for Tbill

  Answered ✓ RobI 85 views 4 comments 0 points Most recent by RobI July 14Investments
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  Merged: D.A. Davidson accounts show incorrect data

  Closed mwatson 11 views 0 comments 0 points Started by mwatson July 14 Report a Bug
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  Notes disappeared from customize columns

  MinB 66 views 4 comments 0 points Most recent by SRC54 July 14Troubleshooting
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  How to recover past daily balances? (edited)

  Jlexky 65 views 4 comments 0 points Most recent by Jlexky July 13Adding and Updating Accounts
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  Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

  exabrial 63 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts
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  User Defined Notifications for Ending Interest-Deferred Promotional Period (edited)

  Active Donald039 12 views 0 comments 1 point Started by Donald039 July 13 Feature Requests
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  How to remove erroneous pending transactions from Net Worth?

  Answered ✓ cloudquick 55 views 3 comments 0 points Most recent by Coach Jon July 13Using the Net Worth Feature
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  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  ByJam 52 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
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  Bring back the "Tight" transaction row spacing option (edited)

  MWA 67 views 3 comments 0 points Most recent by Coach Natalie July 13Feature Requests
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  PENDING Transactions NOT clearing and then dropped from the register (edited)

  fromawayme 45 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 116 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  Tax Total Should Display Loss as Negative

  cyberstackn 50 views 5 comments 0 points Most recent by DryHeat July 12Business Reports