Recent Discussions

Discussion List

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  Merged: Fidelity IRA accounts not reconnecting?

  Closed Bobf 41 views 0 comments 2 points Most recent by TS5150 July 2025Adding and Updating Accounts
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  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 46 views 2 comments 6 points Most recent by Jenny T July 2025Feature Requests
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  Add Thrivepass to supported banks

  Active scottiegee 2 views 1 comment 2 points Most recent by ammmze July 2025Report Missing Financial Institution or Biller
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  Merged: potential bug, can't select washington DC as state for transfer verification.

  Closed dcleck 1 view 0 comments 0 points Most recent by dcleck July 2025Using Transfers
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  Category for "Credit Card Payment"

  Closed fnums 180 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Using Transaction Activity SEARCH

  Closed neon45 55 views 8 comments 0 points Most recent by Coach Jon July 2025Investments
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  Incorrect Fidelity transaction description (incorrectly named "Check")

  Closed ejs 12 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Apple Wallet integration in a Household

  Closed Beethoven94 60 views 8 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  PayPal Cashback Matercard (FDP - 109)

  Closed Pchamb1998 32 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Ascensus - RPLink not connecting, Care Code: QCS-0429-2 (edited)

  Closed ahart6 31 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 84 views 15 comments 0 points Most recent by rscotton July 2025Adding and Updating Accounts
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  Axos Bank connection for personal accounts

  Closed JimR 56 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Spending plan changes reverting to older values

  Closed Jacktheripper 13 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  How to identify a subscription

  Closed N4KHQ 158 views 15 comments 1 point Most recent by N4KHQ July 2025Bills and Income
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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 82 views 8 comments 5 points Most recent by egal July 2025Feature Requests
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 258 views 10 comments 2 points Most recent by EL1234 July 2025Feature Requests
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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 118 views 5 comments 8 points Most recent by EL1234 July 2025Feature Requests
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  Rules for Exclusions

  Closed Desimo 2 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 289 views 17 comments 1 point Most recent by BrandonG July 2025Adding and Updating Accounts
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  QBP: Recurring Invoices

  In Review mattbroffman 46 views 2 comments 10 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  QBP: Separate lines in the Notes field should appear on the Invoice as separate lines (edited)

  Active Marshall01 2 views 1 comment 4 points Most recent by Coach Natalie July 2025Quicken Business & Personal Feature Requests
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  QBP: Ability to remove the "Pay" part in the Invoice email sent to clients (edited)

  Active truk4u 22 views 3 comments 3 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  Missing Business Categories in QBP

  Closed System 12 views 2 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
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  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
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  No Money to Withdrawal but funds show as Available

  Closed danielkeisling 13 views 1 comment 0 points Most recent by Coach Jon July 2025Using Savings Goals
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 3 views 0 comments 4 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  Santander Credit Card Showing Credit Available Instead of Balance

  Closed Jeremy Young 435 views 82 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Most recent by Ron4266 July 2025Managing Your Transactions
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  [ONGOING] 6/18/25: TIAA returning FDP-102 and FDP-106 errors

  Coach Natalie 1.1K views 1 comment 6 points Most recent by Coach Natalie July 2025Current Online Banking Issues