Recent Discussions

Discussion List

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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 19 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  American Century Accounts Already Added

  Closed vollmas 176 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 58 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 39 views 0 comments 4 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 1.2K views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Running Balance Column in Account Registers

  Closed Ames.Vannah 155 views 5 comments 2 points Most recent by SRC54 December 2025Feedback
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  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 65 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 171 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 155 views 6 comments 11 points Most recent by penalty3fiber December 2025Feature Requests
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  Projected Cash Flow Does Not Account for Pending Transactions

  Closed Ames.Vannah 110 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
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  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 113 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed Closed HSC 311 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  T Rowe Price (FDP-105)

  Closed lwyman 41 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Income Report Mismatched Colors

  Closed yfor11 1 view 0 comments 0 points Most recent by yfor11 December 2025Using Reports
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  Merged: Option to display All Time under Date Range in Reports function

  Closed LiYang 1 view 0 comments 1 point Most recent by LiYang December 2025Feature Requests
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  FDP-192 Error with ComputerShare

  Closed lencoh82 236 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
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  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 338 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Advanced Security Needed in addition to simple password

  Closed Billybchampion 98 views 3 comments 1 point Most recent by Coach Jon December 2025Feedback
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  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 225 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 566 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 132 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  Web Releases 4.87.0 - 4.87.2

  Closed Coach Natalie 227 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 144 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 25 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Connection to CIT bank is not working again

  Closed michaelfurman 117 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York State Deferred Compensation FDP-102 (edited)

  Closed bjohn 33 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  ONGOING 12/15/25: Multiple FIs - CP_Server_Error

  Coach Natalie 417 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Merged: Print & Export PDF of the Income & Expense Report feedback

  Closed System 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  Rule to automatically trim Payee Name

  Closed randy-sk 61 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 2.1K views 42 comments 63 points Most recent by EL1234 December 2025Feature Requests