Recent Discussions

Discussion List

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  Deactivating Accounts

  Closed Dansclan28 21 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  Merged: Separate Vanguard Accounts

  Closed btzielinski 1 view 0 comments 0 points Most recent by btzielinski July 2025Adding and Updating Accounts
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  Add New Space Not Working to Split Personal and Joint Finances

  Answered ✓ Closed gordo_c_123 212 views 2 comments 0 points Most recent by gordo_c_123 July 2025Using Space Sharing
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  Account Specific Category Rules

  Closed MM123 13 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Send Feedback inoperable

  Closed BHazeltine 13 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Memorized Transactions

  Closed morens 64 views 4 comments 0 points Most recent by morens July 2025Categories and Tags
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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 670 views 12 comments 30 points Most recent by EL1234 July 2025Feature Requests
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  Merged: Rules that include matching the dollar amount of a transaction

  Closed TheSleeper 1 view 0 comments 1 point Most recent by TheSleeper July 2025Feature Requests
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  Merged: Sticky Account View

  Closed Greg-n-Texas 1 view 0 comments 1 point Most recent by Greg-n-Texas July 2025Quicken Business & Personal Feature Requests
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  Securities become hidden after one step update

  Closed Slava 12 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 40 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions
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  TD Bank/Jordan's Furniture link

  EDG 27 views 0 comments 1 point Most recent by EDG July 2025Report Missing Financial Institution or Biller
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  John Hancock Retirement Plan Services returns FDP-102 error

  Closed JeffinVA 146 views 7 comments 0 points Most recent by JeffinVA July 2025Adding and Updating Accounts
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  Running Balance Column

  Closed MoreCoffee 23 views 3 comments 1 point Most recent by Coach Jon July 2025Feedback
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  Watchlists: Exclude Upcoming Reminders from 'Spent so far' amount (edited)

  Active CharlieP 344 views 19 comments 27 points Most recent by DryHeat July 2025Feature Requests
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  Help with FDP-103 error - E*Trade (edited)

  Closed dlisinski 127 views 20 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Midland National Annuity FDP-108 error (edited)

  Closed knphoenix16 185 views 25 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Suitable category for Investment account transactions

  Closed MM123 26 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Merged: “Month to date” reports no longer show totals for individual days (web)

  Closed markv 21 views 0 comments 0 points Most recent by markv July 2025Report a Bug
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  Merged: [Planned Spending] Should Allow for Selection Multiple Categories at Once

  Closed moneycrusher$7 1 view 0 comments 1 point Most recent by moneycrusher$7 July 2025Feature Requests
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  Savings Goal Doesn't Update

  Closed brucelee1968 164 views 21 comments 1 point Most recent by brucelee1968 July 2025Report a Bug
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  OL-332 error with Edward Jones just started

  Closed cwinkler 114 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Web Releases 4.66.0

  Closed Coach Natalie 262 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
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  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 16 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Please add Alight - GSK and AimLoan

  Closed Boompapen19 8 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

  Closed Anastasia Franco 73 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Offer more “Due Date” sorts.

  Closed thklopper 18 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback
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  Refund for subscription (edited)

  Closed System 15 views 2 comments 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Planned Spending "Last Six Months" Average is overinflated (edited)

  Closed Strigolactone 72 views 12 comments 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 167 views 12 comments 74 points Most recent by thklopper July 2025Feature Requests