Recent Discussions

Discussion List

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  TIAA Connectivity Appears Down - FDP-105 (edited)

  Closed rkjones 402 views 9 comments 2 points Most recent by Quick40S December 2025Adding and Updating Accounts
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  Current Info re Account Authentication Protocols

  Closed turtle 242 views 10 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Ability to review new/unreviewed transactions in all accounts in one place

  Closed DannyB 1 view 0 comments 1 point Most recent by DannyB December 2025Feature Requests
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  Reviewed Flag is being reset

  Closed Ruonline 223 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Register Shows Credit in Client Invoices, But Balance is Zero

  Closed rkjones 11 views 1 comment 0 points Most recent by rkjones December 2025Invoices, Estimates, & Sales Receipts
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  BNY Wealth FDP-105 Error

  Closed ben510 21 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 31 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  "This Bank is not available right now" message - TD Bank

  Closed System 101 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New Feature Alert: Mileage Tracker for QBP!

  Closed Coach Natalie 401 views 2 comments 0 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  HSBC Bank Account Not Updating (edited)

  Closed bradwww 41 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Automatically Post Unlinked Transactions

  Closed abutscher 1 view 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Ability to disable in-app advertising (edited)

  Active cloudquick 81 views 3 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Raymond James Invest CA - unable to connect, Care code: FDP-155 (edited)

  Closed the_scottster 191 views 11 comments 0 points Most recent by Paradon December 2025Adding and Updating Accounts
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  Cornerstone Bank VA Personal (edited)

  Active bcoth 71 views 5 comments 1 point Most recent by bcoth December 2025Report Missing Financial Institution or Biller
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  Ability to hover over a credit card account to see the statement balance and due date (edited)

  Active cindyparsons1 41 views 3 comments 8 points Most recent by EL1234 December 2025Feature Requests
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  Some current Savings Goals not showing up in Spending Plan (edited)

  Closed DryHeat 211 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Web App Extension: Title Bar needs to also be in Dark Mode (edited)

  Active AdamRayburn 102 views 2 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 51 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  In App Pop-Ups

  Closed TheReal702 103 views 7 comments 0 points Most recent by TheReal702 December 2025Feedback
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  Honda Finance Connection Issues

  Closed xt741258 92 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Reconnecting to my bank only gives the option to add accounts (edited)

  Closed GuerillaTime68 81 views 2 comments 0 points Most recent by GuerillaTime68 December 2025Adding and Updating Accounts
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  Add support for State Street Global Advisors accounts

  Closed tcarter72 12 views 1 comment 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Crypto investment transactions are not valid (edited)

  Closed hughcumber 12 views 1 comment 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 261 views 7 comments 4 points Most recent by bob303727 December 2025Feature Requests
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 21 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  Fidelity Retirement and Investment - Not updating

  Closed lencoh82 191 views 6 comments 0 points Most recent by jrussell271 December 2025Adding and Updating Accounts
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  Iowa 529 still won't sync

  Closed Mnew 33 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  "Bank Balance" leads to omission of pending transactions from Cash Flow (edited)

  Closed bob303727 311 views 11 comments 0 points Most recent by bob303727 December 2025Troubleshooting
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  QBP: Ability to attach documents to Businesses (edited)

  Active Dick_Davis 31 views 1 comment 1 point Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests