Recent Discussions

Discussion List

• 
  New Member - Greetings :)

  Closed Mrs.Larsen 83 views 5 comments 0 points Most recent by SRC54 August 2025Introduce yourself!
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  Unable to add Stash Invest account (edited)

  Closed KareS 156 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 21 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 22 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Unable to connect my Alterna Bank account - FDP-103 (edited)

  Closed David LH 15 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  57

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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 405 views 24 comments 57 points Most recent by MikeBtp August 2025Feature Requests
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  2

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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  Web Release 4.69.0

  Closed Coach Natalie 232 views 0 comments 0 points Started by Coach Natalie August 2025 Updates From the Product Team
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  Set Custom goal amount cannot be zero(0) on mobile app

  Closed RobWilk 135 views 16 comments 0 points Most recent by Coach Natalie August 2025Report a Bug
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  Merged: Hide Individual Splits in Split Transactions

  Closed mschnei42 1 view 0 comments 1 point Started by mschnei42 August 2025 Feature Requests
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  66

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.2K views 33 comments 66 points Most recent by mschnei42 August 2025Feature Requests
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  Merged: Edit Multiple Transactions (Bulk Editing) on Mobile App

  Closed mschnei42 1 view 0 comments 1 point Started by mschnei42 August 2025 Feature Requests
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  Erroneous "Low Balance" notification with wildly wrong balance amount

  Closed DryHeat 33 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 71 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  1

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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Started by MishaM August 2025 Feature Requests
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  Merged: Add back amount per day on Dashboard

  Closed System 1 view 0 comments 0 points Most recent by SRC54 August 2025Feedback
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  Merged: Flag Now Showing on Split Transaction Activity (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis August 2025 Feature Requests
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  How do I change my published ID or close my account in this community?

  Closed kramerlap 12 views 1 comment 0 points Most recent by DryHeat August 2025Using the Community
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  Merged: Add an icon to show Linked Transfers (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis August 2025 Feature Requests
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  9

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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 12 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests
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  Paycheck Splitting [Edited]

  Closed Dick_Davis 64 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Zynlo Bank

  Closed rchanin 21 views 1 comment 1 point Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Merged: Add % to Reports>Total Expenses>Graph Hover

  Closed Saverzzz 1 view 0 comments 2 points Most recent by DannyB August 2025Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 143 views 4 comments 0 points Most recent by Coach Kristina August 2025Quicken Business & Personal Feedback
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  How to create/modify a security using CUSIPs?

  Closed WannaTheater 12 views 1 comment 0 points Most recent by Coach Kristina August 2025Feedback
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  Barclays FDP-103 errors

  Closed System 31 views 2 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  7

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  Annual Spending Plan

  Active DannyB 194 views 24 comments 7 points Most recent by Max1223 August 2025Feature Requests
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  Truist and Balance with Pending

  Closed Mike2023 58 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts
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  39

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  Data transfer from Quicken

  In Review Shermani 4.1K views 40 comments 39 points Most recent by SapperKurt August 2025Feature Requests
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 298 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests