Recent Discussions

Discussion List

• 
  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
• 
  Merged: Not connecting to Truist bank

  Closed Laventari 11 views 0 comments 0 points Most recent by Laventari July 2025Adding and Updating Accounts
• 
  1

  Up Down
  Ability to have the 'Manage Updates' feature reset every night at midnight (edited)

  Matt Z 35 views 5 comments 1 point Most recent by SRC54 July 2025Feature Requests
• 
  Merged: Robinhood Brokerage Breadown

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

  Closed SRC54 51 views 5 comments 1 point Most recent by RobWilk July 2025The Water Cooler
• 
  TD Bank connection issue

  Closed bhumph 65 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Manulife One - "We are unable to connect to Manulife Bank of Canada at this time" FDP-187 (edited)

  Closed Chuck Van Kempen 52 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Subtotal dollar amount when using the filter option under Transactions

  Closed GB4 21 views 1 comment 1 point Most recent by Coach Jon July 2025Managing Your Transactions
• 
  Recurring Charge on 30th - Doesn't Appear in February

  Closed stacyvance 23 views 2 comments 0 points Most recent by stacyvance July 2025Troubleshooting
• 
  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
• 
  Unable to sync - LPL Care Code: QCS-0429-2

  Closed JTaylorIV 54 views 4 comments 0 points Most recent by JTaylorIV July 2025Adding and Updating Accounts
• 
  Watchlist "This Month - Spent so far" amount should include only actual spending [EDITED]

  Closed DryHeat 84 views 8 comments 0 points Most recent by DryHeat July 2025Report a Bug
• 
  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
• 
  Change Profile Username

  Closed Spoopie 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Using the Community
• 
  Merged: Follow-Up: "Mobile Receipt Scanning/Upload"

  Closed aastol 1 view 0 comments 0 points Most recent by aastol July 2025Feedback
• 
  3

  Up Down
  Ability to Copy & Paste Attachments (edited)

  Active aastol 1 view 0 comments 3 points Most recent by aastol July 2025Feature Requests
• 
  CC-506 Error - when attempting to download transactions from Schwab

  Closed JeffConey 2 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  1

  Up Down
  QBP: Remove "completed" projects when invoicing a client (edited)

  TXSB 11 views 1 comment 1 point Most recent by Coach Jon July 2025Quicken Business & Personal Feature Requests
• 
  Report data display panel is always too tall to fit entirely on screen

  Closed DryHeat 103 views 15 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
• 
  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
• 
  Double-subtracting pending transactions for balance -- USAA Bank

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

  Closed hj2438 47 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Freedom Mortgage 11000 error (edited)

  Closed System 53 views 7 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Nordstrom card - transactions are showing reversed amounts (edited)

  Closed System 32 views 3 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  7

  Up Down
  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 111 views 4 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
• 
  7

  Up Down
  Sum of Recurring Transaction for each tab of the Recurring section (edited)

  Active Wu-Tang Financials 62 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
• 
  Time out password lock

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

  Closed Dansclan28 23 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
• 
  Merged: Separate Vanguard Accounts

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

  Answered ✓ Closed gordo_c_123 233 views 2 comments 0 points Most recent by gordo_c_123 July 2025Using Space Sharing