Recent Discussions

Discussion List

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  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Most recent by cchatham11 July 2025Report a Bug
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  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 13 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 23 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Merged: Spending Plan for Business

  Closed khackett0614 1 view 0 comments 1 point Most recent by khackett0614 July 2025Quicken Business & Personal Feature Requests
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 45 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions
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  Don't need badges (edited)

  Closed virshu 63 views 5 comments 1 point Most recent by DryHeat July 2025Feedback
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  Support password+token MFA options for E*Trade accounts (edited)

  Active JLR 5 views 0 comments 1 point Most recent by JLR July 2025Feature Requests
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  Merged: For recurring reminders, allow us to set "n occurrences" instead of an end date

  Closed EL1234 1 view 0 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  Monthly Vs Actual Budget

  Closed MFT 45 views 2 comments 0 points Most recent by Coach Jon July 2025Using the Spending Plan
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  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 15 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  What is the correct accounting & category for sweep in after stock sale and dividends

  Closed Thomas R 64 views 5 comments 0 points Most recent by Thomas R July 2025Investments
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 14 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Waterfall Chart for month to month income and spending

  Active jtjones0304 52 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  Independence Day Trivia!

  Closed Coach Natalie 192 views 8 comments 1 point Most recent by SRC54 July 2025The Water Cooler
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  Merged: Fidelity Investments - Care code: 324

  Closed JTaylorIV 1 view 0 comments 0 points Most recent by JTaylorIV July 2025Adding and Updating Accounts
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  Merged: T. Rowe Price Retirement Plans returns an FDP-102 error

  Closed davidcwalls 1 view 0 comments 0 points Most recent by davidcwalls July 2025Adding and Updating Accounts
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  Robinhood transactions won't download

  Closed seanscarmack 24 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Nordstrom Credit card reverse balance

  Closed jonblauch 32 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Is it possible to set up tracking for prior years for tax purposes? (edited)

  Closed Gritz_928 23 views 2 comments 0 points Most recent by UrsulaA July 2025Getting Started
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  Customize Notifications by Account (edited)

  Active emfred 51 views 4 comments 11 points Most recent by kgJettaIV July 2025Feature Requests
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  Setting up Online Access for Home Depot Consumer Credit Card - FDP-105 (edited)

  Closed azrocketsci 12 views 2 comments 0 points Most recent by azrocketsci July 2025Adding and Updating Accounts
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  "You have already added all your accounts" with Thrivent Financial

  Closed System 1 view 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Fidelity FDP-105 Error

  Closed hj2438 94 views 3 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Truist Online Bill Payment Not Enabled

  Closed sbatey4828 31 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Truist not connecting CC-502 (edited)

  Closed jjaarons 65 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Connect a Chase credit card to Bill Connect (edited)

  Closed Pabs 74 views 1 comment 0 points Most recent by Coach Jon July 2025Bills and Income
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  I can't sync Quicken Simplifi with eTrade

  Closed ItalianPunch 191 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Refresh not working for Fidelity and Vanguard (edited)

  Closed richards_1025 62 views 5 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  After my last update, my Porfolio was no longer available (edited)

  Closed Mbb#3992122 5 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting