Recent Discussions

Discussion List

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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ D_Oldham 93 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Merged: Improve RSU handling

  Closed nopenopenopenopenope 7 views 0 comments 1 point Started by nopenopenopenopenope March 14 Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1K views 46 comments 36 points Most recent by nopenopenopenopenope March 14Feature Requests
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 92 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
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  Search By Check Number

  John Kostenbader 30 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  Merged: Add "credit card payment" category to planned expense categories

  Closed jaywilk 6 views 0 comments 1 point Started by jaywilk March 13 Feature Requests
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  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 233 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests
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  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 10 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
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  New User. Best way to set up slush funds?

  Answered ✓ Becca H 43 views 5 comments 0 points Most recent by KP_9 March 13Getting Started
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  The black flag appears as a dusky blue color on mobile (edited)

  MatthewR 43 views 4 comments 0 points Most recent by MatthewR March 13Troubleshooting
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  Vancity URL Change

  Marlun 40 views 5 comments 0 points Most recent by Coach Jon March 13Adding and Updating Accounts
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  Unable to get help from support for problems (edited)

  Frustrated 68 views 2 comments 2 points Most recent by Frustrated March 13Feedback
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  What's the difference between a Question and Discussion?

  Answered ✓ Mortimer Duke 35 views 3 comments 0 points Most recent by Coach Jon March 13Using the Community
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  How to set the next invoice number?

  Answered ✓ Mortimer Duke 28 views 2 comments 0 points Most recent by Coach Natalie March 13Invoices, Estimates, & Sales Receipts
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  [ONGOING] 2/27/26: Freedom Mortgage - $0 Balance

  Coach Natalie 51 views 1 comment 0 points Most recent by Coach Natalie March 13Current Online Banking Issues
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  [ONGOING] 2/27/26: Thrivent Financial returns an FDP-101 error

  Coach Natalie 98 views 1 comment -1 point Most recent by Coach Natalie March 13Current Online Banking Issues
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  Align flag color hues across the Web and Mobile Apps (edited)

  Active MatthewR 20 views 0 comments 2 points Started by MatthewR March 12 Feature Requests
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  How do I request a full dataset deletion in my simplifi account

  Drake 17 views 1 comment 0 points Most recent by Coach Natalie March 12Troubleshooting
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  Why did you change the format for downloading transactions?

  Answered ✓ Gonzalo Eyzaguirre 24 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Spending update notification data seems to be incorrect (edited)

  RobI 25 views 2 comments 0 points Most recent by RobI March 12Troubleshooting
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  Web Release 6.10.0

  Closed Coach Natalie 259 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Mobile Releases 6.10.0 & 6.10.1

  Closed Coach Natalie 198 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 275 views 15 comments 24 points Most recent by DryHeat March 12Feature Requests
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  Financial News panel on Investments page (edited)

  Elroyo 23 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 177 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Betterment Not Connecting to Simplifi (Care code: request-body-field-unsupported)

  Phogramity 54 views 7 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Manual Real Estate Accounts Historical Data

  ericksonjb 21 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  ExxonMobil Savings Plan "You have already added all your accounts"

  System 22 views 3 comments 0 points Most recent by ClydeO March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ MarineMan72 23 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 286 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests