Recent Discussions

Discussion List

• 
  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Started by Karin C July 2025 Feature Requests
• 
  "Opening Balance" transaction category?

  Closed ejs 72 views 7 comments 0 points Most recent by ejs July 2025Managing Your Transactions
• 
  12

  Up Down
  Ability to Share Reports (edited)

  Active Matt C 185 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
• 
  American Express - FDP-378 for 15 days now

  Closed HotDog10101 2 views 2 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
• 
  The Community Meetup - July 2025 Edition

  Closed Coach Natalie 137 views 4 comments 1 point Most recent by DryHeat July 2025The Community Meetup Newsletter
• 
  2

  Up Down
  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 11 views 0 comments 2 points Started by azs0018 July 2025 Feature Requests
• 
  Print Report of Expenses by Category

  Answered ✓ Closed Dmenk60 26 views 1 comment 0 points Most recent by SRC54 July 2025Using Reports
• 
  1

  Up Down
  Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

  Active neon45 33 views 2 comments 1 point Most recent by WJB July 2025Feature Requests
• 
  request-body-field-unsupported error with LPL Financial (edited)

  Closed DingoBoy 43 views 5 comments 0 points Most recent by DingoBoy July 2025Adding and Updating Accounts
• 
  6

  Up Down
  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 45 views 2 comments 6 points Most recent by Jenny T July 2025Feature Requests
• 
  2

  Up
  Add Thrivepass to supported banks

  Active scottiegee 1 view 1 comment 2 points Most recent by ammmze July 2025Report Missing Financial Institution
• 
  Merged: potential bug, can't select washington DC as state for transfer verification.

  Closed dcleck 1 view 0 comments 0 points Started by dcleck July 2025 Using Transfers
• 
  Category for "Credit Card Payment"

  Closed fnums 146 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Using Transaction Activity SEARCH

  Closed neon45 54 views 8 comments 0 points Most recent by Coach Jon July 2025Investments
• 
  Incorrect Fidelity transaction description (incorrectly named "Check")

  Closed ejs 12 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Apple Wallet integration in a Household

  Closed Beethoven94 56 views 8 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  PayPal Cashback Matercard (FDP - 109)

  Closed Pchamb1998 32 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  Ascensus - RPLink not connecting, Care Code: QCS-0429-2 (edited)

  Closed ahart6 31 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 83 views 15 comments 0 points Most recent by rscotton July 2025Adding and Updating Accounts
• 
  Axos Bank connection for personal accounts

  Closed JimR 54 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  Spending plan changes reverting to older values

  Closed Jacktheripper 12 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
• 
  How to identify a subscription

  Closed N4KHQ 142 views 15 comments 1 point Most recent by N4KHQ July 2025Bills and Income
• 
  5

  Up Down
  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 82 views 8 comments 5 points Most recent by egal July 2025Feature Requests
• 
  2

  Up Down
  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 254 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests
• 
  8

  Up Down
  Ability to assign different Payees to Split Transactions (edited)

  Active esender 116 views 5 comments 8 points Most recent by EL1234 July 2025Feature Requests
• 
  Rules for Exclusions

  Closed Desimo 2 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
• 
  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 279 views 17 comments 1 point Most recent by BrandonG July 2025Adding and Updating Accounts
• 
  9

  Up Down
  QBP: Recurring Invoices

  In Review mattbroffman 45 views 2 comments 9 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
• 
  4

  Up Down
  QBP: Separate lines in the Notes field should appear on the Invoice as separate lines (edited)

  Active Marshall01 2 views 1 comment 4 points Most recent by Coach Natalie July 2025Quicken Business & Personal Feature Requests
• 
  3

  Up Down
  QBP: Ability to remove the "Pay" part in the Invoice email sent to clients (edited)

  Active truk4u 22 views 3 comments 3 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests