Recent Discussions

Discussion List

• 
  10

  Up Down
  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 228 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
• 
  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 21 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
• 
  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 81 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
• 
  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 201 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
• 
  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 171 views 0 comments 2 points Started by Coach Natalie July 2025 Updates From the Product Team
• 
  Merged: Ability to make splits recurring

  Closed benjah 1 view 0 comments 1 point Most recent by SRC54 July 2025Feature Requests
• 
  Merged: Mortgage Tracker

  Closed benjah 1 view 0 comments 1 point Started by benjah July 2025 Feature Requests
• 
  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 41 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts
• 
  18

  Up Down
  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 253 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
• 
  Savings Goals Not Loading w. Google Chrome

  Closed bccoleman 81 views 13 comments 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
• 
  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Started by cchatham11 July 2025 Report a Bug
• 
  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 21 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
• 
  Merged: Spending Plan for Business

  Closed khackett0614 1 view 0 comments 1 point Started by khackett0614 July 2025 Quicken Business & Personal Feature Requests
• 
  How to account for cash loan to child

  Answered ✓ Closed John Rowland 21 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions
• 
  Don't need badges (edited)

  Closed virshu 41 views 5 comments 1 point Most recent by DryHeat July 2025Feedback
• 
  1

  Up Down
  Support password+token MFA options for E*Trade accounts (edited)

  Active JLR 1 view 0 comments 1 point Started by JLR July 2025 Feature Requests
• 
  Merged: For recurring reminders, allow us to set "n occurrences" instead of an end date

  Closed EL1234 1 view 0 comments 1 point Started by EL1234 July 2025 Feature Requests
• 
  6

  Up Down
  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 31 views 3 comments 6 points Most recent by EL1234 July 2025Feature Requests
• 
  Monthly Vs Actual Budget

  Closed MFT 41 views 2 comments 0 points Most recent by Coach Jon July 2025Using the Spending Plan
• 
  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 11 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
• 
  What is the correct accounting & category for sweep in after stock sale and dividends

  Closed Thomas R 51 views 5 comments 0 points Most recent by Thomas R July 2025Investments
• 
  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 11 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  4

  Up Down
  Waterfall Chart for month to month income and spending

  Active jtjones0304 51 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
• 
  Independence Day Trivia!

  Closed Coach Natalie 191 views 8 comments 1 point Most recent by SRC54 July 2025The Water Cooler
• 
  Merged: Fidelity Investments - Care code: 324

  Closed JTaylorIV 1 view 0 comments 0 points Started by JTaylorIV July 2025 Adding and Updating Accounts
• 
  Merged: T. Rowe Price Retirement Plans returns an FDP-102 error

  Closed davidcwalls 1 view 0 comments 0 points Started by davidcwalls July 2025 Adding and Updating Accounts
• 
  Robinhood transactions won't download

  Closed seanscarmack 12 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts