Recent Discussions

Discussion List

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  Return of capital from mutual fund

  Closed DMac0724 21 views 1 comment 0 points Most recent by Coach Kristina July 2025Investments
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  Good and Bad after a month of using

  Closed virshu 622 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
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  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 104 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
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  Still can't connect MidFirst Bank (FDP-107)?

  Closed roger.rogers 111 views 8 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Merged: Original payee description text character limit is too short

  Closed Henrymechy 1 view 0 comments 1 point Most recent by Henrymechy July 2025Feature Requests
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  Barclays FDP-192 error (edited)

  Closed System 41 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
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  FDP-103 for Human Interest 401k

  Closed danz740 347 views 18 comments 1 point Most recent by Phtrump July 2025Adding and Updating Accounts
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  Updated transactions matching amount but payee information is different

  Closed JGolan 2 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Merged: SimplifY(!) labeling of “Transfers”.

  Closed thklopper 21 views 0 comments 0 points Most recent by thklopper July 2025Feature Requests
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  Don't change target amounts in Planned Spending when releasing funds (edited)

  Active DryHeat 190 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
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  Microsoft Office Sub

  Closed Stevefxp 11 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Merged: "Remaining" In the Bills View

  Closed mamerica 11 views 0 comments 3 points Most recent by egal July 2025Feature Requests
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 12 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 545 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 61 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
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  QBP: Using Credit Memos to apply pre-payments made by Client

  Closed DryHeat 36 views 1 comment 0 points Most recent by DannyB July 2025Clients & Projects
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  Transactions and Spending Plans

  Closed Stevefxp 53 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 317 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 24 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 81 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
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  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 216 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
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  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 174 views 0 comments 2 points Most recent by Coach Natalie July 2025Updates From the Product Team
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  Merged: Mortgage Tracker

  Closed benjah 1 view 0 comments 1 point Most recent by benjah July 2025Feature Requests
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  Merged: Ability to make splits recurring

  Closed benjah 1 view 0 comments 1 point Most recent by SRC54 July 2025Feature Requests
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  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 52 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts
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  Merged: Taxable item is not showing up on Tax report

  Closed wck_austin 41 views 0 comments 0 points Most recent by wck_austin July 2025Using Reports
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  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 262 views 12 comments 18 points Most recent by azs0018 July 2025Feature Requests
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  Savings Goals Not Loading w. Google Chrome

  Closed bccoleman 82 views 13 comments 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 23 views 2 comments 2 points Most recent by DryHeat July 2025Feedback