Recent Discussions

Discussion List

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  NEW 4/23/26: School's First FCU returns FDP-102 error

  Announcement Coach Jon 62 views 0 comments 2 points Started by Coach Jon April 23 Current Online Banking Issues
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  NEW 4/23/26: Georgia's Own Credit Union returns FDP-176 error

  Announcement Coach Jon 55 views 0 comments 1 point Started by Coach Jon April 23 Current Online Banking Issues
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  Web Release 6.16.0

  Announcement Closed Coach Natalie 98 views 0 comments 2 points Started by Coach Natalie April 23 Updates From the Product Team
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  Mobile Releases 6.16.0 & 6.16.1

  Announcement Closed Coach Natalie 54 views 0 comments 0 points Started by Coach Natalie April 22 Updates From the Product Team
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  NEW 4/22/26: Freedom Mortgage - Loan Balance Positive Instead of Negative

  Announcement Coach Natalie 14 views 0 comments 1 point Started by Coach Natalie April 22 Current Online Banking Issues
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  NEW 4/21/26: Olympia Credit Union returns FDP-2102 error

  Announcement Coach Jon 14 views 0 comments 0 points Started by Coach Jon April 21 Current Online Banking Issues
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  Tell us about the lies you tell... your budget!

  Announcement Coach Jon 86 views 9 comments 1 point Most recent by EL1234 April 13The Water Cooler
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.2K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 311 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  Quicken Classic for Windows User ---> Moving to Quicken Simplifi

  Jim Gunnerson 2 views 0 comments 0 points Started by Jim Gunnerson 11:28PM Introduce yourself!
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  Adding new CD account with E*Trade Bank - "You have already added all your accounts at this bank."

  neon45 149 views 27 comments 0 points Most recent by Coach Jon 11:23PMAdding and Updating Accounts
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  Raymond James - FDP-101/FDP-102/FDP-155 (edited)

  virshu 566 views 33 comments 0 points Most recent by ffaacchini59 11:10PMAdding and Updating Accounts
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  Fill in previous Category when entering a manual transaction (edited)

  Active Jim Gunnerson 9 views 1 comment 1 point Most recent by Jenny T 11:04PMFeature Requests
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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  DryHeat 29 views 5 comments 0 points Most recent by DryHeat 10:11PMReport a Bug
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  When will Stash be added to the suite?

  Flanniganm 9 views 1 comment 0 points Most recent by Coach Jon 9:28PMAdding and Updating Accounts
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  OTP text typo on mobile (edited)

  rjg5060 126 views 18 comments 0 points Most recent by Coach Jon 9:22PMReport a Bug
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  QBP: Ability to preset the Due Date for Invoices (edited)

  Completed WCL 9 views 1 comment 3 points Most recent by Coach Natalie 7:29PMQuicken Business & Personal Feature Requests
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  Raymond James FDP-102 (edited)

  michael_popovich 16 views 1 comment 0 points Most recent by Coach Jon 7:15PMAdding and Updating Accounts
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  Net Worth Feature: Share your feedback here!

  Announcement Coach Natalie 3.2K views 146 comments 1 point Most recent by Another Stephen 6:38PMFeedback
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  Care Code: QCS-0429-2 for NY's 529 College Savings Program

  LJM16 28 views 7 comments 0 points Most recent by Coach Natalie 5:47PMAdding and Updating Accounts
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  Retirement Planner shows wrong retirement year (edited)

  coryc 23 views 2 comments 0 points Most recent by Coach Jon 5:40PMReport a Bug
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  Net Worth: Add a toggle to "include all accounts" in the View Included Accounts screen (edited)

  Active Oleksander 13 views 0 comments 2 points Started by Oleksander 5:36PM Feature Requests
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  Barclays Credit Card Account Loaded but No Transactions

  2bluwings 273 views 33 comments 1 point Most recent by AGC 5:03PMAdding and Updating Accounts
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  E Trade connection started failing 2 days ago. FDP-102

  mwatson 36 views 3 comments 0 points Most recent by Coach Jon 4:27PMAdding and Updating Accounts
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  HealthEquity FDP-103

  System 11 views 4 comments 0 points Most recent by Coach Jon 4:15PMAdding and Updating Accounts
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  3
  Ability to include Transfers in Reports (edited)

  Completed jgold1996 506 views 11 comments 3 points Most recent by Coach Natalie 4:07PMFeature Requests
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  Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

  sgreenstonenj 117 views 37 comments 0 points Most recent by Coach Jon 4:07PMAdding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 171 views 19 comments 1 point Most recent by Coach Jon 3:47PMReport a Bug
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  Destinations FCU

  Active lgreg 7 views 0 comments 1 point Started by lgreg 3:32PM Report Missing Financial Institution or Biller
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  Transfer categorizes as expense in reports (edited)

  Casablanca 65 views 6 comments 1 point Most recent by Coach Natalie 3:25PMManaging Your Transactions
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  How to do IRA transfer to checking with taxes taken out?

  Answered Diver4242 11 views 1 comment 0 points Most recent by SRC54 3:17PMManaging Your Transactions
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 131 views 13 comments 0 points Most recent by Coach Natalie 2:45PMInvestments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 397 views 22 comments 0 points Most recent by Coach Natalie 2:44PMAdding and Updating Accounts
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  Barclays pending transactions show as credits

  System 21 views 4 comments 0 points Most recent by Coach Natalie 2:15PMAdding and Updating Accounts
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  HealthEquity FDP-108 error (edited)

  nrp06 458 views 30 comments 3 points Most recent by Coach Natalie 1:58PMAdding and Updating Accounts
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  Added purchases in investment account, but there are no holdings present (edited)

  lynchbro 20 views 1 comment 0 points Most recent by Coach Kristina April 26Investments
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  Manually entered transactions are not being matched to downloaded ones (edited)

  shely6875 25 views 4 comments 0 points Most recent by EL1234 April 26Troubleshooting
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  Merged: Barclay's Credit Card pending transactions show as credits (edited)

  Closed Pamma 15 views 0 comments 0 points Started by Pamma April 26 Adding and Updating Accounts
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  QBP: Ability to turn off the "Business setup" prompt (edited)

  Active Flopbot 58 views 7 comments 7 points Most recent by DryHeat April 26Quicken Business & Personal Feature Requests