Recent Discussions

Discussion List

• 
  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 46 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
• 
  "Notes" cannot be updated from Transactions page

  Closed ag123 34 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  American Express Connection Acting Up But Working

  Closed SRC54 25 views 1 comment 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
• 
  Year over year Monthly Reports

  Closed DCDaveC 12 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
• 
  Stripe is not updating at all, if I disconnect the account make a new connection everything downloa

  Closed Drummer Boy Condo 33 views 1 comment 0 points Most recent by Coach Natalie October 2025General Troubleshooting
• 
  "Saved for goals" shows $0

  Closed System 28 views 3 comments 0 points Most recent by Etch44 October 2025Report a Bug
• 
  Lost connection to Bank of America Card

  Closed N4KHQ 11 views 0 comments 1 point Most recent by N4KHQ October 2025Adding and Updating Accounts
• 
  Foreign share market share price updates

  Closed Mining Limey 23 views 1 comment 2 points Most recent by SRC54 October 2025Feedback
• 
  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 105 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  Can we link 2 separate people's accounts under the same Bank?

  Closed ag123 50 views 2 comments 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  Another issue with Wex (/Discovery) FDP-106 error (edited)

  Closed mdcooper88 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  TD Canada Trust - FDP-105 Error - Unable to Connect

  Closed DK777 13 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  8

  Up
  SmartyPig account (1 Merged Vote)

  In Review bowgy4 359 views 9 comments 8 points Most recent by JohnsonEJ23 October 2025Report Missing Financial Institution or Biller
• 
  My Experience Using Quicken as an International User (Why I’m Switching)

  Closed ejobity 387 views 3 comments 0 points Most recent by SRC54 October 2025Feedback
• 
  Incorrect balance in manual account

  Closed ejs 214 views 17 comments 0 points Most recent by DryHeat October 2025Adding and Updating Accounts
• 
  6

  Up Down
  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 42 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
• 
  Rollover Help

  Closed mluhring 176 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
• 
  Ability to schedule some “planned spending”

  Closed ee 26 23 views 1 comment 1 point Most recent by RobWilk October 2025Feedback
• 
  6

  Up
  Missing Financial Institution - Florida Retirement System (MyFRS) [edited]

  In Review JH93 373 views 6 comments 6 points Most recent by mattkush October 2025Report Missing Financial Institution or Biller
• 
  Still unable to connect to TIAA - FDP-155 (edited)

  Closed phg 94 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Android Widget Investments Percent Change Error (edited)

  Closed gfestian 21 views 1 comment 1 point Most recent by Coach Jon October 2025Report a Bug
• 
  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 66 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting
• 
  Unable to select subcategories on the iPad web browser version (edited)

  Closed Membername 104 views 9 comments 0 points Most recent by Coach Jon October 2025Troubleshooting
• 
  Manual Account Balance doesn’t add up with transaction

  Closed everydave 186 views 10 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
• 
  Pending Transaction Disappeared

  Closed Jenny T 63 views 5 comments 0 points Most recent by RobWilk October 2025Troubleshooting
• 
  Feature Request - Count cash in available spending (edited)

  Closed ErikaRose 41 views 2 comments 0 points Most recent by RobWilk October 2025Feedback
• 
  Inconsistent data between Savings Goals contributions and Monthly Summary

  Closed DannyB 54 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
• 
  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 43 views 3 comments 0 points Most recent by Coach Natalie October 2025Business Reports
• 
  27

  Up Down
  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 1.1K views 38 comments 27 points Most recent by DannyB October 2025Feature Requests
• 
  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 109 views 16 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting