Recent Discussions

Discussion List

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  Cannot add First Command account - FDP-101/FDP-108 (edited)

  Closed drouetd 672 views 84 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Merged: Missing Synchrony login for their new login experience

  Closed cheriebk 3 views 0 comments 1 point Started by cheriebk December 2025 Report Missing Financial Institution
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  Wealthscape Investor - "Bank is not available" (edited)

  Closed denimike 25 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Web Releases 4.86.0 & 4.86.1

  Closed Coach Natalie 235 views 0 comments 1 point Started by Coach Natalie December 2025 Updates From the Product Team
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  QBP: Ability to have more than one Email in a Business (edited)

  Dick_Davis 15 views 0 comments 1 point Started by Dick_Davis December 2025 Quicken Business & Personal Feature Requests
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  QBP: Add an EIN field to Businesses (edited)

  Dick_Davis 12 views 0 comments 1 point Started by Dick_Davis December 2025 Quicken Business & Personal Feature Requests
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  QBP: Make the Industry list in Businesses alphabetical (edited)

  Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis December 2025 Quicken Business & Personal Feature Requests
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  Mobile Release 5.45.0

  Closed Coach Natalie 153 views 0 comments 0 points Started by Coach Natalie December 2025 Updates From the Product Team
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  Just starting again

  Closed Luke2017$ 16 views 1 comment 0 points Most recent by Coach Jon December 2025Introduce yourself!
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  Unable to connect BMO Bank of Montreal - FDP-101 (edited)

  awfulhak 157 views 17 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 21 views 1 comment 0 points Most recent by SRC54 December 2025Investments
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  How do I contact support? I can't see the blue Icon in the lower right of screen

  Answered ✓ Closed ealbert60 19 views 1 comment 0 points Most recent by Coach Natalie December 2025Troubleshooting
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  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  Closed rkjones 42 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 47 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  How do I use Simplifi

  Closed NoraBelle 48 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 5 views 0 comments 0 points Started by Dick_Davis December 2025 Business Reports
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 38 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  Amortization Schedule for Loans

  Active nicksimard 203 views 6 comments 21 points Most recent by EL1234 December 2025Feature Requests
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests
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  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 43 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 17 views 0 comments 0 points Started by SRC54 December 2025 Adding and Updating Accounts
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 472 views 28 comments 39 points Most recent by SRC54 December 2025Feature Requests
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  Totally confused with the name

  Closed Norm6257 39 views 2 comments 0 points Most recent by SRC54 December 2025Quicken Business & Personal Feedback
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  Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

  Closed jskup 34 views 4 comments 0 points Most recent by jskup December 2025Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 361 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 400 views 7 comments 24 points Most recent by DryHeat December 2025Feature Requests
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  Can I separate my Simplifi and Quicken into two different accounts?

  Answered ✓ Closed turtle 43 views 2 comments 0 points Most recent by turtle December 2025Troubleshooting
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  Simplifi Business & Personal Information

  Closed Dick_Davis 32 views 2 comments 1 point Most recent by Dick_Davis December 2025Getting Started
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 111 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  Midland National Annuity FDP-106/FDP-108 (edited)

  PJLmoney 278 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts