Recent Discussions

Discussion List

• 
  Even out check arrival month in spending plan

  Closed resaxon 11 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
• 
  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
• 
  Merged: Net Income Tab Missing

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

  Up Down
  Add a Payee Filter for empty payee names (edited)

  N4KHQ 51 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
• 
  Auto Release in Spending Plan Not Working

  Closed housetr 32 views 4 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
• 
  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
• 
  Pie vs Bar chart reports

  Closed CleoZ 12 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
• 
  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 42 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
• 
  4

  Up
  Please Add NetXInvestor (non-Royal Alliance) [edited]

  Active Nishant 132 views 10 comments 4 points Most recent by Dognose September 2025Report Missing Financial Institution or Biller
• 
  Web Release 4.74.0

  Closed Coach Natalie 222 views 0 comments 1 point Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Merged: share spaces with more members

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

  Up Down
  If Payee is new, set Category to Uncategorized

  Active DavidB 21 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
• 
  "You have x bills this week" notification appears to have wrong count

  Closed RobWilk 121 views 16 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  check deposits not showing up in Bills and Income section...

  Closed Mountain Man 36 views 2 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
• 
  Posted date transaction vs actual

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

  Completed Closed pawebb 51 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
• 
  Reminder Attachments (edited)

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

  Closed sgreenstonenj 22 views 6 comments 0 points Most recent by sgreenstonenj September 2025Adding and Updating Accounts
• 
  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 104 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
• 
  Bank Of America Not Updating Certain Accounts

  Closed sammy66 21 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
• 
  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
• 
  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
• 
  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
• 
  Searching transactions on the Mobile App is not showing all transactions (edited)

  Closed The Merg 181 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug
• 
  Biller connect search won't load

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

  Closed Dognose 92 views 12 comments 1 point Most recent by TaWa September 2025Adding and Updating Accounts
• 
  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
• 
  Infinite [MFA] loop when adding PHH Mortgage account

  Closed clintval 73 views 10 comments 0 points Most recent by clintval September 2025Adding and Updating Accounts
• 
  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 62 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
• 
  Flag Colors not Displaying on Mobile App (edited)

  Closed Dick_Davis 83 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions