Recent Discussions

Discussion List

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  New Feature Alert: Income & Expense Report!

  Announcement Coach Natalie 57 views 0 comments 2 points Started by Coach Natalie May 15 Updates From the Product Team
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  NEW 5/15/25: Target Red Card - Missing Transactions

  Announcement Coach Natalie 22 views 0 comments 0 points Started by Coach Natalie May 15 Current Online Banking Issues
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  NEW 05/14/25: PennyMac Home Loan Solutions returns FDP-105 error

  Announcement Coach Jon 9 views 0 comments 0 points Started by Coach Jon May 14 Current Online Banking Issues
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  NEW 05/14/25: Multiple FI's returning an FDP-101/QCS_SERVER_ERROR

  Announcement Coach Jon 11 views 0 comments 1 point Started by Coach Jon May 14 Current Online Banking Issues
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  Web Releases 4.58.0 & 4.58.1

  Announcement Closed Coach Natalie 97 views 0 comments 0 points Started by Coach Natalie May 13 Updates From the Product Team
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  The end of Spring is here! Plans for Summer?

  Announcement Coach Jon 88 views 7 comments 0 points Most recent by RobWilk May 13The Water Cooler
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  NEW 05/12/25: Four Points FCU returns FDP-102 error

  Announcement Coach Jon 7 views 0 comments 0 points Started by Coach Jon May 12 Current Online Banking Issues
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  NEW 05/12/25: Otis FCU returns FDP-163 error

  Announcement Coach Jon 7 views 0 comments 0 points Started by Coach Jon May 12 Current Online Banking Issues
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  NEW 05/12/25: Charles Schwab & Fidelity - Duplicate Investment Transactions Downloading

  Announcement Coach Jon 17 views 0 comments 0 points Started by Coach Jon May 12 Current Online Banking Issues
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  Mobile Releases 5.30.0 - 5.30.2

  Announcement Closed Coach Natalie 82 views 0 comments 1 point Started by Coach Natalie May 12 Updates From the Product Team
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  How to post to the Community

  Announcement Closed Coach Kathryn 833 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 280 views 0 comments 3 points Started by Coach Kathryn September 2019 Using the Community
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  Student Loan Account, VSAC, no longer connecting

  Pharoiste 193 views 22 comments 0 points Most recent by Pharoiste 3:15AMAdding and Updating Accounts
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  Random Question

  Answered Booya64 13 views 2 comments 0 points Most recent by Booya64 2:45AMUsing Transfers
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  Category and Client cancel each other.

  MrKing 8 views 2 comments 0 points Most recent by sphealing 2:06AMReport a Bug for Quicken Business & Personal
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  Deleted recurring series keep reappearing (edited)

  spamwich 96 views 13 comments 0 points Most recent by spamwich May 17Troubleshooting
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  jsmith1234 39 views 8 comments 0 points Most recent by DryHeat May 17Using Transfers
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  Unable to connect with Schools First Federal credit Union

  Pegsterweb 5 views 1 comment 0 points Most recent by Coach Kristina May 17Report a Bug
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  Error: FDP-155 when adding AAA California

  Answered Njblavender888 8 views 1 comment 0 points Most recent by Coach Kristina May 17Business Accounts
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  Can't scroll to bottom of account list on ipad (web)

  Cmac 507 views 30 comments 0 points Most recent by Coach Kristina May 17Report a Bug
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  Emailing invoice to client reveals the details of my account when pressing the View and Pay button

  Answered Gloria 10 views 1 comment 0 points Most recent by Coach Kristina May 17Invoices
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  Can we please have an actual register with look ahead as we do in classic please

  hsk 17 views 2 comments 2 points Most recent by Coach Kristina May 17Feedback
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  Optum Bank HSA Connection Error FDP-106

  WSGRunner 7 views 1 comment 0 points Most recent by Coach Kristina May 17Adding and Updating Accounts
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  Add ExxonMobil Citi card

  Active Rasadu 2 views 0 comments 1 point Started by Rasadu May 17 Report Missing Financial Institution
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  401k and target

  GeoFisher 23 views 5 comments 0 points Most recent by Coach Kristina May 17Adding and Updating Accounts
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  Issue connecting two logins with Vanguard (edited)

  Jeff C 182 views 21 comments 2 points Most recent by pjhorst May 17Adding and Updating Accounts
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  Connect to tractor supply Citi card

  Active JBThe@rchitech 2 views 0 comments 1 point Started by JBThe@rchitech May 17 Feature Requests
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  Custom reports on dashboard

  Active JBThe@rchitech 5 views 0 comments 2 points Started by JBThe@rchitech May 17 Feature Requests
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  Tracking Sales Tax on Personal Transactions - Is it worth it?

  Answered Flopbot 10 views 3 comments 0 points Most recent by Flopbot May 17The Water Cooler
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  Account Reset Error with Vanguard (edited)

  GTMissileMan 1.2K views 59 comments 4 points Most recent by Coach Kristina May 17Adding and Updating Accounts
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  Spending Plan forced Bill connect

  marksomebody 8 views 2 comments 0 points Most recent by Coach Kristina May 17Feedback
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  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 3 views 0 comments 0 points Started by Jenny T May 17 Report a Bug
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  Payee names are STILL truncated or incorrect

  SeattleGuy 34 views 5 comments 1 point Most recent by Jenny T May 17Report a Bug
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  QBP: Ability to Import Invoice data [Edited]

  Active marksomebody 7 views 0 comments 1 point Started by marksomebody May 17 Feature Requests
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  Thrift Savings Plan (TSP) connection to Simplifi is broken - FDP-102 error (edited)

  rjg5060 1.9K views 43 comments 5 points Most recent by Bru Man May 17Adding and Updating Accounts
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 7K views 157 comments 64 points Most recent by Drew May 17Report Missing Financial Institution
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  Bill Connect for Credit Cards: Share your feedback here!

  Announcement Coach Natalie 439 views 51 comments 0 points Most recent by Bgz May 17Feedback
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 330 views 16 comments 25 points Most recent by gwonky May 17Feature Requests
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  Merged: Vanguard and Simplifi - Fix the issue. Work together. Serve your customers.

  Closed spiazza1 7 views 0 comments 0 points Started by spiazza1 May 17 Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 1.2K views 37 comments 69 points Most recent by dlezama May 17Feature Requests
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  Not possible to set the flag color for a linked transaction automatically created from split

  dlezama 44 views 10 comments 0 points Most recent by dlezama May 17Report a Bug
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

  MandM 81 views 24 comments 0 points Most recent by MandM May 17Adding and Updating Accounts