Recent Discussions

Discussion List

• 
  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 5.1K views 166 comments 289 points Most recent by dsfreddy February 22Feature Requests
• 
  Sallie Mae Banking Issue (FDP-105)

  craigtimey 19 views 1 comment 0 points Most recent by Coach Kristina February 21Adding and Updating Accounts
• 
  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Dakota 33 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting
• 
  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Dakota 28 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
• 
  Merged: Health Equity - FDP-108 (edited)

  Closed ZeeBo22 11 views 0 comments 0 points Most recent by Coach Jon February 20Adding and Updating Accounts
• 
  No recurring transaction indicator

  DMarshall 22 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
• 
  Fidelity Elan credit card transaction update delays (edited)

  RobI 81 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
• 
  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Dakota 18 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
• 
  2

  Up Down
  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 11 views 0 comments 2 points Most recent by Caradean28 February 20Feature Requests
• 
  Baird Account Missing Holdings (edited)

  disc2120 92 views 14 comments 0 points Most recent by Coach Natalie February 20Investments
• 
  Web Releases 6.7.0 & 6.7.1

  Closed Coach Natalie 247 views 0 comments -1 point Most recent by Coach Natalie February 20Updates From the Product Team
• 
  New Feature Alert: Net Worth!

  Announcement Closed Coach Natalie 548 views 1 comment 2 points Most recent by Coach Natalie February 20Updates From the Product Team
• 
  3

  Up Down
  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 13 views 2 comments 3 points Most recent by EL1234 February 20Feature Requests
• 
  Stocks from my E*TRADE account don't show up as investments in Simplifi / FDP-141 (edited)

  vladinator 68 views 10 comments 0 points Most recent by Coach Jon February 20Adding and Updating Accounts
• 
  Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

  TJ_JR2 424 views 19 comments 2 points Most recent by amedina February 20Adding and Updating Accounts
• 
  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 177 views 25 comments 0 points Most recent by Coach Jon February 19Bills and Income
• 
  Merged: HSA Bank - Unable to add HSA Invest Account (edited)

  Closed GlobalChanges 6 views 0 comments 0 points Most recent by GlobalChanges February 19Adding and Updating Accounts
• 
  5

  Up Down
  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 22 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
• 
  Deleting Future Reminder (not next reminder) deletes previous reminders

  RobWilk 25 views 4 comments 0 points Most recent by EL1234 February 19Troubleshooting
• 
  Investment Report Request: Heat Map

  bsmorovitz 19 views 1 comment 1 point Most recent by Coach Jon February 19Investments
• 
  1

  Up Down
  QBP: Ability to export Mileage (edited)

  Dick_Davis 20 views 1 comment 1 point Most recent by Coach Natalie February 19Quicken Business & Personal Feature Requests
• 
  Merged: Bank Payee field

  Closed DryHeat 5 views 0 comments 0 points Most recent by DryHeat February 19Managing Your Transactions
• 
  33

  Up Down
  Automatically update accounts in the background without having to login (edited)

  Active bobluck 332 views 9 comments 33 points Most recent by AlbFer February 19Feature Requests
• 
  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 5 views 0 comments 0 points Most recent by Shibin Ishaque February 19Using the Net Worth Feature
• 
  Can we apply an exchange rate for an account?

  Closed SROBERTS 18 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 23 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 23 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
• 
  13

  Up
  Please add Mazda Financing

  In Review Annie 405 views 15 comments 13 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
• 
  9

  Up
  Second United Wholesale Mortgage URL

  In Review monroe 1.1K views 25 comments 9 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
• 
  HealthEquity HSA Investment Account Missing

  Closed aqua 61 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts