Recent Discussions

Discussion List

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  "Service is currently unavailable" icon next to accounts (edited)

  Closed PhilS 344 views 15 comments 3 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 190 views 14 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Transaction Download - Transaction Detail Not Descriptive Enough

  Answered ✓ Closed Spoopie 107 views 6 comments 1 point Most recent by Coach Natalie July 2025Managing Your Transactions
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  Merged: FDP-106 error with College Choice Invest

  Closed System 1 view 0 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Merged: Not connecting to Truist bank

  Closed Laventari 11 views 0 comments 0 points Most recent by Laventari July 2025Adding and Updating Accounts
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  Ability to have the 'Manage Updates' feature reset every night at midnight (edited)

  Matt Z 32 views 5 comments 1 point Most recent by SRC54 July 2025Feature Requests
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  Merged: Robinhood Brokerage Breadown

  Closed rmquick25 1 view 0 comments 0 points Most recent by rmquick25 July 2025Adding and Updating Accounts
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  When you know you are wealthy

  Closed SRC54 52 views 5 comments 1 point Most recent by RobWilk July 2025The Water Cooler
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  TD Bank connection issue

  Closed bhumph 64 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Manulife One - "We are unable to connect to Manulife Bank of Canada at this time" FDP-187 (edited)

  Closed Chuck Van Kempen 57 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Subtotal dollar amount when using the filter option under Transactions

  Closed GB4 25 views 1 comment 1 point Most recent by Coach Jon July 2025Managing Your Transactions
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  Recurring Charge on 30th - Doesn't Appear in February

  Closed stacyvance 28 views 2 comments 0 points Most recent by stacyvance July 2025Troubleshooting
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  Merged: For split transactions, pick which ones show up in spending plan

  Closed Matt Z 1 view 0 comments 1 point Most recent by Matt Z July 2025Feature Requests
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  Unable to sync - LPL Care Code: QCS-0429-2

  Closed JTaylorIV 58 views 4 comments 0 points Most recent by JTaylorIV July 2025Adding and Updating Accounts
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  Watchlist "This Month - Spent so far" amount should include only actual spending [EDITED]

  Closed DryHeat 80 views 8 comments 0 points Most recent by DryHeat July 2025Report a Bug
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  Unable to login to Prudential via LPL financial

  Closed stawfik 54 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Change Profile Username

  Closed Spoopie 12 views 1 comment 0 points Most recent by Coach Natalie July 2025Using the Community
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  Merged: Follow-Up: "Mobile Receipt Scanning/Upload"

  Closed aastol 1 view 0 comments 0 points Most recent by aastol July 2025Feedback
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  Ability to Copy & Paste Attachments (edited)

  Active aastol 2 views 0 comments 3 points Most recent by aastol July 2025Feature Requests
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  CC-506 Error - when attempting to download transactions from Schwab

  Closed JeffConey 5 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  QBP: Remove "completed" projects when invoicing a client (edited)

  TXSB 13 views 1 comment 1 point Most recent by Coach Jon July 2025Quicken Business & Personal Feature Requests
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  Report data display panel is always too tall to fit entirely on screen

  Closed DryHeat 105 views 15 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
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  Merged: Idea: Can or could A2A Transfers be set as recurring?

  Closed RobWilk 1 view 0 comments 0 points Most recent by RobWilk July 2025Using Transfers
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  Double-subtracting pending transactions for balance -- USAA Bank

  Closed DryHeat 236 views 11 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 46 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Freedom Mortgage 11000 error (edited)

  Closed System 55 views 7 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Nordstrom card - transactions are showing reversed amounts (edited)

  Closed System 37 views 3 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 114 views 4 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  Sum of Recurring Transaction for each tab of the Recurring section (edited)

  Active Wu-Tang Financials 64 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  Time out password lock

  Closed Bomara 12 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback