Recent Discussions

Discussion List

• 
  Merged: PayPal Credit (not Paypal MC): Cannot locate account

  Closed RobWilk 11 views 0 comments 0 points Most recent by slpeeler August 2025Adding and Updating Accounts
• 
  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 88 views 3 comments 0 points Most recent by Coach Jon July 2025Investments
• 
  Merged: put back [amount] left per day right on the home dashboard! (edited)

  Closed jshand01 11 views 0 comments 0 points Most recent by SRC54 July 2025Feedback
• 
  Ally Bank not linking Care Code: FDP-103

  Closed jacobhixson 198 views 16 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  9

  Up Down
  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 22 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests
• 
  Merged: WOW someone finally did it, Spending Plans that Make sense

  Closed FinTechMan 1 view 0 comments 0 points Most recent by FinTechMan July 2025Share your Success!
• 
  2

  Up
  Support for Booz Allen ECAP Retirement [edited]

  In Review sluxenberg 857 views 26 comments 2 points Most recent by jmille22 July 2025Report Missing Financial Institution or Biller
• 
  1

  Up Down
  QBP: Combine unbilled project line items into one line on Invoices (edited)

  Active jsd742 1 view 0 comments 1 point Most recent by jsd742 July 2025Quicken Business & Personal Feature Requests
• 
  National Bank of Canada doesn't work (FDP-106 error)

  Closed Unbreakable1989 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  New Bank / Mortgage Request - Lakeview (edited)

  Closed Jake Pratt 43 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  69

  Up Down
  Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote)

  Active JTerbeek 468 views 15 comments 69 points Most recent by KDC1996 July 2025Feature Requests
• 
  5

  Up Down
  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 14 views 1 comment 5 points Most recent by MishaM July 2025Feature Requests
• 
  Nationwide Retirement NOT resolved - FDP-106 (edited)

  Closed jsharpe27 118 views 11 comments 0 points Most recent by cl134 July 2025Adding and Updating Accounts
• 
  Merged: Savings Goals Sort and Save Settings Enhancements

  Closed engelfisch 1 view 0 comments 1 point Most recent by engelfisch July 2025Feature Requests
• 
  Missing Transactions

  Closed damnedxer 21 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting
• 
  1

  Up
  Virgin Red Rewards Mastercard Support (Synchrony Financial)

  Active mrharris03 109 views 8 comments 1 point Most recent by Chamonyx July 2025Report Missing Financial Institution or Biller
• 
  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 223 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
• 
  Unable to add PayPal Savings (edited)

  Closed douglastgraham 157 views 4 comments 0 points Most recent by rwhoppe July 2025Adding and Updating Accounts
• 
  Accounts with Fidelity showing incorrect balances and transactions after update

  Closed jwfly35 45 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  HSBC UK

  Closed HydroHeath 14 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  Merged: Wise

  Closed HydroHeath 1 view 0 comments 1 point Most recent by HydroHeath July 2025Report Missing Financial Institution or Biller
• 
  4

  Up
  Heartland Credit Union of MN

  Active csraw 23 views 3 comments 4 points Most recent by BenDavis2003 July 2025Report Missing Financial Institution or Biller
• 
  8

  Up Down
  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
• 
  Many of my Accounts are "failing" attempting to connect to the new method

  Closed rburke789 22 views 1 comment 0 points Most recent by Coach Natalie July 2025Bills and Income
• 
  2

  Up Down
  Mobile phone widget for adding a transaction (edited)

  Active K-rutt 2 views 0 comments 2 points Most recent by K-rutt July 2025Feature Requests
• 
  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 48 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
• 
  iOS widgets not working

  Closed rockchalk89 63 views 2 comments 0 points Most recent by rockchalk89 July 2025Report a Bug
• 
  75
  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Completed Closed JTerbeek 1.3K views 39 comments 75 points Most recent by purdnost July 2025Feature Requests
• 
  2
  Add DC College Savings Plan Aggregator URL (edited)

  Completed Closed dcsaver 94 views 7 comments 2 points Most recent by Coach Natalie July 2025Report Missing Financial Institution or Biller
• 
  RBC error message FDP-102 (edited)

  Closed Bg3putt 94 views 17 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts