Recent Discussions

Discussion List

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  Account Specific Category Rules

  Closed MM123 16 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Send Feedback inoperable

  Closed BHazeltine 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Memorized Transactions

  Closed morens 65 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 666 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 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 32 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions
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  TD Bank/Jordan's Furniture link

  EDG 22 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 156 views 7 comments 0 points Most recent by JeffinVA July 2025Adding and Updating Accounts
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  Running Balance Column

  Closed MoreCoffee 22 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 347 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 123 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 182 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 22 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 111 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 261 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 13 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Please add Alight - GSK and AimLoan

  Closed Boompapen19 3 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 72 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 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback
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  Refund for subscription (edited)

  Closed System 11 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 166 views 12 comments 75 points Most recent by thklopper July 2025Feature Requests
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  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.9K views 21 comments 16 points Most recent by thedudeman July 2025Report Missing Financial Institution or Biller
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  Simplifi - failing to connect to college 529 direct

  Closed FutureEye 26 views 2 comments 0 points Most recent by FutureEye July 2025Adding and Updating Accounts
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  Valon Mortgage integration is broken - Care code: 170 (edited)

  Closed gsong 196 views 9 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts