Recent Discussions

Discussion List

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  Axos Bank and Other Connection Issues (edited)

  Closed cgoneal 52 views 3 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Merged: Net Income Tab Missing

  Closed adeel khan 1 view 0 comments 0 points Most recent by adeel khan September 2025Feedback
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  2

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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 53 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Auto Release in Spending Plan Not Working

  Closed housetr 31 views 4 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 23 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Pie vs Bar chart reports

  Closed CleoZ 13 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
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  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 44 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
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  Please Add NetXInvestor (non-Royal Alliance) [edited]

  Active Nishant 129 views 10 comments 4 points Most recent by Dognose September 2025Report Missing Financial Institution or Biller
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  Web Release 4.74.0

  Closed Coach Natalie 221 views 0 comments 1 point Most recent by Coach Natalie September 2025Updates From the Product Team
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  Merged: share spaces with more members

  Closed shelbyD 1 view 0 comments 1 point Most recent by shelbyD September 2025Quicken Business & Personal Feature Requests
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  6

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  If Payee is new, set Category to Uncategorized

  Active DavidB 22 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  "You have x bills this week" notification appears to have wrong count

  Closed RobWilk 123 views 16 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  check deposits not showing up in Bills and Income section...

  Closed Mountain Man 31 views 2 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Posted date transaction vs actual

  Closed Earvin 22 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 52 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
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  Reminder Attachments (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Kristina September 2025Feedback
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  Neuberger Berman Changed URL (FDP-103 error)

  Closed sgreenstonenj 23 views 6 comments 0 points Most recent by sgreenstonenj September 2025Adding and Updating Accounts
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  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 109 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
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  Bank Of America Not Updating Certain Accounts

  Closed sammy66 22 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Should old Spending Plans expire or be archived?

  Closed SRC54 33 views 3 comments 0 points Most recent by SRC54 September 2025Using the Spending Plan
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  Merged: Traditional reconciliation is a must have for any accounting system! Make it optional.

  Closed livingjenlee 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Two-letter words appear to be ignored in rules

  Closed khad 51 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Searching transactions on the Mobile App is not showing all transactions (edited)

  Closed The Merg 188 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug
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  Biller connect search won't load

  Closed woodsman 12 views 1 comment 0 points Most recent by Coach Kristina September 2025Bills and Income
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  Stuck at Roundpoint's 2FA (edited)

  Closed Dognose 95 views 12 comments 1 point Most recent by TaWa September 2025Adding and Updating Accounts
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  FDP-187 error with Mohela Student Aid account (edited)

  Closed WalletWizard 13 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Infinite [MFA] loop when adding PHH Mortgage account

  Closed clintval 75 views 10 comments 0 points Most recent by clintval September 2025Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 69 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
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  Flag Colors not Displaying on Mobile App (edited)

  Closed Dick_Davis 82 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Merged: Rules criteria for amount (edited)

  Closed db400xml 1 view 0 comments 1 point Most recent by db400xml September 2025Feature Requests