Recent Discussions

Discussion List

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  Web Release 4.69.0

  Closed Coach Natalie 232 views 0 comments 0 points Most recent by Coach Natalie August 2025Updates From the Product Team
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  Set Custom goal amount cannot be zero(0) on mobile app

  Closed RobWilk 131 views 16 comments 0 points Most recent by Coach Natalie August 2025Report a Bug
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  Merged: Hide Individual Splits in Split Transactions

  Closed mschnei42 1 view 0 comments 1 point Most recent by mschnei42 August 2025Feature Requests
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.3K views 33 comments 68 points Most recent by mschnei42 August 2025Feature Requests
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  Merged: Edit Multiple Transactions (Bulk Editing) on Mobile App

  Closed mschnei42 1 view 0 comments 1 point Most recent by mschnei42 August 2025Feature Requests
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  Erroneous "Low Balance" notification with wildly wrong balance amount

  Closed DryHeat 31 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 90 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
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  Merged: Add back amount per day on Dashboard

  Closed System 1 view 0 comments 0 points Most recent by SRC54 August 2025Feedback
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  Merged: Flag Now Showing on Split Transaction Activity (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  How do I change my published ID or close my account in this community?

  Closed kramerlap 14 views 1 comment 0 points Most recent by DryHeat August 2025Using the Community
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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 12 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests
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  Merged: Add an icon to show Linked Transfers (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Paycheck Splitting [Edited]

  Closed Dick_Davis 72 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Zynlo Bank

  Closed rchanin 22 views 1 comment 1 point Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Merged: Add % to Reports>Total Expenses>Graph Hover

  Closed Saverzzz 1 view 0 comments 2 points Most recent by DannyB August 2025Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 175 views 4 comments 0 points Most recent by Coach Kristina August 2025Quicken Business & Personal Feedback
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  How to create/modify a security using CUSIPs?

  Closed WannaTheater 13 views 1 comment 0 points Most recent by Coach Kristina August 2025Feedback
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  Barclays FDP-103 errors

  Closed System 31 views 2 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Truist and Balance with Pending

  Closed Mike2023 75 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts
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  Data transfer from Quicken

  In Review Shermani 4.3K views 40 comments 40 points Most recent by SapperKurt August 2025Feature Requests
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 312 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
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  Can I set a reminder for a credit card bill that is Due Date - x Business Days?

  Closed DannyBoy_425 21 views 2 comments 0 points Most recent by DannyBoy_425 August 2025Bills and Income
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  Editing Saving Goal -> "Target Amount" shown as zero

  Closed RobWilk 42 views 8 comments 0 points Most recent by Coach Jon August 2025Report a Bug
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  Unable to add Techron Advantage Card (Synchrony Bank)

  Closed ClaudiaH 31 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 224 views 10 comments 1 point Most recent by SRC54 August 2025Feedback
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  Merged: Fidelity Investments Connectivity Issues

  Closed Mortimer Duke 1 view 0 comments 0 points Most recent by SRC54 August 2025Adding and Updating Accounts
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 32 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 275 views 12 comments 33 points Most recent by Dick_Davis August 2025Feature Requests
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  Merged: PayPal Credit (not Paypal MC): Cannot locate account

  Closed RobWilk 11 views 0 comments 0 points Most recent by slpeeler August 2025Adding and Updating Accounts