Recent Discussions

Discussion List

• 
  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  alexthechoi 109 views 11 comments 2 points Most recent by rmarcus88 December 2025Adding and Updating Accounts
• 
  8

  Up Down
  QBP: Ability to delete ALL business categories (edited)

  Active Flopbot 75 views 6 comments 8 points Most recent by Flopbot December 2025Quicken Business & Personal Feature Requests
• 
  5

  Up
  Stifel Investments

  Active Manabikc 177 views 8 comments 5 points Most recent by Blink December 2025Report Missing Financial Institution
• 
  Why doesn't Simplifi just use Plaid?

  Answered ✓ wshankmo 46 views 1 comment 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
• 
  Transaction export

  IHasAQuestion 20 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  Merged: Numbers in reports should be right justified

  Closed mdleighty 30 views 0 comments 1 point Started by mdleighty December 2025 Using Reports
• 
  Seeing Month to Month spending for a particular category

  Answered ✓ Thomas56 47 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
• 
  Confused by Credit Cards in Projected Cash Flow (edited)

  Dave Oz 35 views 3 comments 0 points Most recent by DryHeat December 2025Projected Cash Flow
• 
  Missing Fidelity HSA Transactions

  Mortimer Duke 64 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
• 
  6

  Up
  Please add Newtek Bank (edited)

  lmasha 65 views 9 comments 6 points Most recent by Juicewelch December 2025Report Missing Financial Institution
• 
  1

  Up Down
  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 24 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
• 
  Merged: Track Precious Metals Value in Portfolio

  Closed sanjayvr 7 views 0 comments 1 point Started by sanjayvr December 2025 Feature Requests
• 
  12

  Up Down
  Ability To Track Gold and Silver Assets based on current market prices (edited)

  Active mddt2023 649 views 5 comments 12 points Most recent by sanjayvr December 2025Feature Requests
• 
  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Oogway 25 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
• 
  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Asher 32 views 3 comments 0 points Most recent by Coach Jon December 2025Invoices & Estimates
• 
  Watchlist amounts are incorrect (edited)

  sidewalkboots 137 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  System 13 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  2

  Up Down
  QBP: Ability to have $0 Items in Invoices (edited)

  Active Asher 7 views 0 comments 2 points Started by Asher December 2025 Quicken Business & Personal Feature Requests
• 
  26

  Up Down
  Ability to Link a Refund to Multiple Transactions (edited)

  Active ejr 346 views 16 comments 26 points Most recent by lizhey December 2025Feature Requests
• 
  American Century Accounts Already Added

  vollmas 63 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  5

  Up
  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 135 views 4 comments 5 points Most recent by Buckstar December 2025Report Missing Financial Institution
• 
  Cannot connect to TIAA Brokerage Account - error FDP 155

  adamskijl 18 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  2

  Up Down
  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 20 views 0 comments 2 points Started by DryHeat December 2025 Quicken Business & Personal Feature Requests
• 
  Accounts at TD Bank with separate login credentials being lumped together

  ejs 379 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Running Balance Column in Account Registers

  Ames.Vannah 46 views 5 comments 1 point Most recent by SRC54 December 2025Feedback
• 
  Robinhood - Savings accounts don't show up (edited)

  simplira 126 views 17 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Truthsayer 41 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  Robinhood Spending checking acct balance shows as zero

  jhsjh342613 185 views 22 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 742 views 51 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  12

  Up Down
  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 35 views 3 comments 12 points Most recent by EL1234 December 2025Feature Requests