Recent Discussions

Discussion List

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  JP Morgan Vestwell

  Active Ditch 15 views 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
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  Merged: Inspira Financial 401(k) Rollover IRA Connection

  Closed Ditch 1 view 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
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  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 328 views 10 comments 10 points Most recent by Ditch May 21Report Missing Financial Institution or Biller
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  12
  Add Live Oak Bank (edited)

  Completed ksenter 393 views 21 comments 12 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
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  48
  Add Keyboard Shortcuts (edited)

  Completed bickabah 544 views 26 comments 48 points Most recent by Coach Natalie May 21Feature Requests
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  Web Release 6.20.0

  Closed Coach Natalie 195 views 0 comments 1 point Started by Coach Natalie May 21 Updates From the Product Team
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  99
  Save account selections on "Bills & Income > Cash Flow" page [edited] (6 Merged Votes)

  Completed abletown2216 1.2K views 50 comments 99 points Most recent by EL1234 May 21Feature Requests
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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 144 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests
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  2
  Imprint support for Shell cards

  JH0 116 views 1 comment 2 points Most recent by Coach Natalie May 21Report Missing Financial Institution or Biller
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  Robinhood - Savings accounts don't show up (edited)

  simplira 245 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  [ONGOING] 05/06/25: UBS returns FDP-103 error

  Coach Jon 343 views 3 comments 1 point Most recent by Coach Jon May 21Current Online Banking Issues
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  [ONGOING] 5/7/26: E*TRADE returning FDP-102 error

  Coach Jon 212 views 1 comment 1 point Most recent by Coach Jon May 21Current Online Banking Issues
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 556 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
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  Saving splits is not working; returned to the original transaction and the splits are gone (edited)

  Ricky936 14 views 1 comment 0 points Most recent by SRC54 May 21Troubleshooting
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  Workaround for Current Bank of America FDP-105 error (edited)

  tabram83 21 views 1 comment 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  Investment dashboard card is not retaining the custom date range set within investment balances

  Manny512 21 views 1 comment 0 points Most recent by Coach Jon May 20Troubleshooting
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  Purple Flag Color Changed to Light Blue (edited)

  Dick_Davis 85 views 11 comments 1 point Most recent by Coach Jon May 20Troubleshooting
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  Mobile Releases 6.20.0 & 6.20.1

  Closed Coach Natalie 163 views 0 comments 1 point Started by Coach Natalie May 20 Updates From the Product Team
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  Raymond James - FDP-101/FDP-102/FDP-155 (edited)

  virshu 1.1K views 55 comments 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  Target Redcard shows wrong statement balance and date in credit card details (edited)

  EL1234 41 views 3 comments 0 points Most recent by EL1234 May 20Report a Bug
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  Janney (Janney Montgomery Scott LLC) Investments connectivity

  In Review ogl 204 views 11 comments 10 points Most recent by peternush May 20Report Missing Financial Institution or Biller
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  QBP: Ability to categorize invoice items as expenses (edited)

  Active Brenda1 11 views 0 comments 1 point Started by Brenda1 May 20 Quicken Business & Personal Feature Requests
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  QBP: Ability to discount specific items on invoices (edited)

  Active Brenda1 1 view 0 comments 2 points Started by Brenda1 May 20 Quicken Business & Personal Feature Requests
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  [ONGOING] 5/6/26: Barclays - Duplicate Transactions

  Coach Natalie 232 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  [ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors

  Coach Natalie 1.6K views 3 comments 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  Ability to view Subcategories in Watchlists (edited)

  Active jsy42 73 views 5 comments 9 points Most recent by MishaM May 20Feature Requests
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  It's almost Summer! How do you plan for vacation?

  Coach Jon 54 views 3 comments 0 points Most recent by RobWilk May 20The Water Cooler
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  Computershare FDP-102 (edited)

  pjholland 42 views 5 comments 1 point Most recent by Coach Jon May 19Adding and Updating Accounts
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Ter1990 34 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Accessibility Barriers in Quicken Deluxe and Simplifi (edited)

  Jose Tamayo 32 views 2 comments -1 point Most recent by DryHeat May 19Feedback