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Discussion List

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  CFCU Community Credit Union (edited)

  Closed TD Allen 3 views 1 comment 1 point Most recent by Coach Natalie June 20Adding and Updating Accounts
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 12 views 1 comment 4 points Most recent by DryHeat June 19Feature Requests
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 23 views 4 comments 0 points Most recent by Dick_Davis June 19Feature Requests
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 33 views 3 comments 10 points Most recent by jflores11 June 18Feature Requests
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 18Feature Requests
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  Spending Plan Planning Page

  Active DannyB 12 views 0 comments 4 points Started by DannyB June 18 Feature Requests
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 18Feedback
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  Coast Capital Savings in Canada

  Closed Queenofthenorth 3 views 1 comment 1 point Most recent by Coach Jon June 17Adding and Updating Accounts
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Started by cloudquick June 16 Feature Requests
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  New 'Income & Expense Report' Feature Requests

  Closed JJo 15 views 1 comment 1 point Most recent by Coach Natalie June 16Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 23 views 3 comments 0 points Most recent by Dick_Davis June 16Feature Requests
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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 16 views 0 comments 6 points Started by DryHeat June 16 Feature Requests
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  Stifel Investments

  Active Manabikc 173 views 7 comments 5 points Most recent by djs7 June 16Report Missing Financial Institution
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 62 views 11 comments 1 point Most recent by Coach Natalie June 16Troubleshooting
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  Morgan Stanley Mortgages

  Active kabob_rescind_focal 47 views 2 comments 2 points Most recent by marcusrm June 15Report Missing Financial Institution
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 15Feature Requests
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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 11 views 0 comments 4 points Started by Flopbot June 14 Feature Requests
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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 14 Feature Requests
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 13 views 2 comments 2 points Most recent by cloudquick June 13Feature Requests
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  Quicken Simplifi and QBP should have separate community forums

  Closed EL1234 22 views 3 comments 2 points Most recent by EL1234 June 13Using the Community
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  Merged: Jenius

  Closed mps79703 1 view 0 comments 1 point Started by mps79703 June 13 Report Missing Financial Institution
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  Add Jenius Bank (edited)

  Active Ken Ackerman 139 views 7 comments 5 points Most recent by mps79703 June 13Report Missing Financial Institution
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  "Skip this one" in Enter Expense Transaction window

  Closed Broven 1 view 1 comment 1 point Most recent by Coach Natalie June 13Feedback
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  Add Farmers State Bank of Hoffman, Illinois (edited)

  Dcf0998 11 views 0 comments 1 point Started by Dcf0998 June 13 Report Missing Financial Institution
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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 12Feature Requests
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 12Feature Requests
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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 33 views 1 comment 3 points Most recent by Coach Natalie June 11Feature Requests
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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 73 views 4 comments 3 points Most recent by Coach Natalie June 11Feature Requests
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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 269 views 14 comments 18 points Most recent by Dakota June 11Feature Requests
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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 383 views 16 comments 29 points Most recent by Dakota June 11Feature Requests