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Discussion List

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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
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  Merged: Feature request: ability to save reports

  Closed Atamirny 1 view 0 comments 1 point Most recent by Atamirny December 2025Feature Requests
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  Wells Fargo self investment account (Wellstrade) showing zero balance

  Closed nrp06 99 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Add Wealthsimple Canada to FI list

  Closed grant.souter 45 views 1 comment 2 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Synchrony Walmart OnePay Cash Rewards Card

  Closed e39e60 206 views 2 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Balance Column

  Closed roadrunner 11 views 0 comments -1 point Most recent by EL1234 December 2025Feature Requests
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  Valic/AIG Connection not working

  Closed N4KHQ 16 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Nice to meet you all and excited to use Quicken Business & Personal

  Closed Mentor123 52 views 1 comment 0 points Most recent by Coach Kristina December 2025Introduce yourself!
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  Help! New HOA Treasurer, trying to restore QDF file to online..?

  Closed HOA Treas 29 views 2 comments 0 points Most recent by Coach Kristina December 2025Troubleshooting
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  Merged: QBP: Ability to Delete a Business [Edited]

  Closed Mentor123 1 view 0 comments 3 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Ability to create a new Recurring Series from the Reminders carousel (edited)

  Active EL1234 19 views 0 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  Home Value Change is not a Transaction

  Closed e39e60 27 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Closed Jeeves 176 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Ability to automatically match and attach receipts (edited)

  Active NateTheGreat 138 views 5 comments 13 points Most recent by RobWilk December 2025Feature Requests
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  Merged: Attachment library for receipts

  Closed Dmholt 1 view 0 comments 1 point Most recent by Dmholt December 2025Feature Requests
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 92 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  Add Desjardins (not Desjardins Bank NA or Desjardins Wealth Mgmt) [edited]

  Active Yanick Racicot 1.3K views 33 comments 3 points Most recent by PLSADDDESJARDINS December 2025Adding and Updating Accounts
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 474 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Advanced Transaction Rules: Share your feedback here!

  Closed Coach Natalie 1.2K views 50 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 198 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 6 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  Add Emojis/Icons for Categories (edited)

  Active MoneySkeets 356 views 9 comments 9 points Most recent by stacyvance December 2025Feature Requests
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  Transaction Activity Panel does not show transaction dates

  Closed nrp06 72 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
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  Merged: Add a section of Starred/Favorite Accounts in the Accounts List (edited)

  Closed EL1234 21 views 0 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 115 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 566 views 8 comments 23 points Most recent by mattysoup December 2025Feature Requests
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  ONGOING 12/24/25: Ent Credit Union returns FDP-103 error

  Coach Jon 97 views 1 comment 0 points Most recent by Coach Jon December 2025Current Online Banking Issues
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  Transfers are not Bills!

  Closed donnajean 842 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  First US Bank (Alabama) Gets Things Reversed 2x Recently

  Closed SRC54 18 views 2 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts