Recent Discussions

Discussion List

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  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 203 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
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  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
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  Merged: Ability to make splits recurring

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

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

  Closed JCBFranklin 46 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 258 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
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  Savings Goals Not Loading w. Google Chrome

  Closed bccoleman 81 views 13 comments 0 points Most recent by Coach Jon July 2025Troubleshooting
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  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
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  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
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  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
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  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 12 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  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
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  Merged: Spending Plan for Business

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

  Answered ✓ Closed John Rowland 26 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions
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  Don't need badges (edited)

  Closed virshu 48 views 5 comments 1 point Most recent by DryHeat July 2025Feedback
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  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
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  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
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  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 32 views 3 comments 6 points Most recent by EL1234 July 2025Feature Requests
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  Monthly Vs Actual Budget

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

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

  Closed Thomas R 53 views 5 comments 0 points Most recent by Thomas R July 2025Investments
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 12 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  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
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  Independence Day Trivia!

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

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

  Closed seanscarmack 12 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Nordstrom Credit card reverse balance

  Closed jonblauch 32 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Is it possible to set up tracking for prior years for tax purposes? (edited)

  Closed Gritz_928 22 views 2 comments 0 points Most recent by UrsulaA July 2025Getting Started
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  Customize Notifications by Account (edited)

  Active emfred 52 views 4 comments 11 points Most recent by kgJettaIV July 2025Feature Requests