Recent Discussions

Discussion List

• 
  Mileage Tracker for QBP: Share your feedback here!

  Closed Coach Natalie 941 views 32 comments 0 points Most recent by Coach Natalie January 13Feedback
• 
  MasterPlan Retirement Planning - request-body-field error/ FDP-101 (edited)

  Closed Likeak 371 views 20 comments 0 points Most recent by Coach Jon January 13Adding and Updating Accounts
• 
  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 51 views 1 comment 1 point Most recent by SRC54 January 13Categories and Tags
• 
  Why do I see $100 as the recurring salary amounts (edited)

  Closed Fayfay 41 views 2 comments 0 points Most recent by EL1234 January 13Bills and Income
• 
  Merged: Ability to have more than 1 space without requiring "Business & Personal"

  Closed Jim G 1 view 0 comments 1 point Most recent by Jim G January 12Feature Requests
• 
  4

  Up Down
  Ability to create a Transaction Rule to not modify the payee name sent by the bank (edited)

  Active js100 61 views 1 comment 4 points Most recent by EL1234 January 12Feature Requests
• 
  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 232 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
• 
  Merged: "Link to existing recurring" does not automatically update the payee and category

  Closed rise 1 view 0 comments 0 points Most recent by rise January 12Report a Bug
• 
  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 101 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
• 
  Elevations Care Code FDP-7500

  Closed System 41 views 2 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
• 
  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 142 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
• 
  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Most recent by elvisize January 12Adding and Updating Accounts
• 
  Thrivent Financial error code FDP-101

  Closed mglam2304 122 views 9 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
• 
  Unable to add Movement Mortgage (FDP-155)

  Closed vipsclt 31 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
• 
  Web version does not have a "Add a fixed date" button on recurring multiple dates screen

  Closed sbennet1 51 views 6 comments 0 points Most recent by DryHeat January 12Report a Bug
• 
  5

  Up Down
  Add a Savings Goal Journal (edited)

  Active Hover2mach 21 views 1 comment 5 points Most recent by DryHeat January 12Feature Requests
• 
  3

  Up Down
  Contribute to Savings Goals Notification - Exclude Future Goals (edited)

  Active Hover2mach 12 views 1 comment 3 points Most recent by Hover2mach January 12Feature Requests
• 
  Merged: Savings Goals Sort

  Closed Hover2mach 1 view 0 comments 1 point Most recent by Hover2mach January 12Feature Requests
• 
  5

  Up Down
  Ability to add notes to Savings Goals (edited)

  Active Hover2mach 1 view 0 comments 5 points Most recent by Hover2mach January 12Feature Requests
• 
  Huntington FDP-105

  Closed botjnilt 73 views 4 comments 0 points Most recent by botjnilt January 12Adding and Updating Accounts
• 
  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 111 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
• 
  Can new options be added to the Industry selection list?

  Closed Randolph 22 views 1 comment 0 points Most recent by Coach Kristina January 11Managing Businesses
• 
  Help setting up new categories and subcategories (edited)

  Answered ✓ Closed jmhull67 302 views 3 comments 0 points Most recent by sbennet1 January 11Categories and Tags
• 
  EQ Bank - Error FDP-187

  Closed donnajean 81 views 3 comments 0 points Most recent by donnajean January 11Adding and Updating Accounts
• 
  Merged: Payment Submitted Indicator

  Closed mamerica 1 view 0 comments 1 point Most recent by RobWilk January 11Feature Requests
• 
  Projected Cash Flow is inaccurate

  Closed Joe M 41 views 1 comment 0 points Most recent by RobWilk January 11Projected Cash Flow
• 
  Can I create a recurring bill that includes splits?

  Answered ✓ Closed tillymama 41 views 1 comment 0 points Most recent by EL1234 January 11Bills and Income
• 
  Unable to add Ohio Advantage 529 -FDP-103

  Closed vipsclt 41 views 2 comments 0 points Most recent by vipsclt January 10Adding and Updating Accounts
• 
  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 10Adding and Updating Accounts
• 
  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 23 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts