Recent Discussions

Discussion List

• 
  Automated Labeling based on transaction characteristics

  Closed dbs2025 24 views 1 comment 1 point Most recent by Coach Jon October 30Managing Your Transactions
• 
  2

  Up Down
  Ability to disable in-app advertising (edited)

  cloudquick 23 views 1 comment 2 points Most recent by Coach Jon October 30Feature Requests
• 
  Year on date not shown for recurring bill history in Web App, year displays in Mobile App

  Closed UrsulaA 61 views 8 comments 0 points Most recent by Coach Natalie October 30Report a Bug
• 
  [ONGOING] 10/6/25: HealthEquity returns an FDP-101 error

  Coach Natalie 299 views 2 comments 2 points Most recent by Coach Natalie October 30Current Online Banking Issues
• 
  [ONGOING] 10/16/25: Human Interest returns an FDP-105 error

  Coach Natalie 127 views 1 comment -1 point Most recent by Coach Natalie October 30Current Online Banking Issues
• 
  [ONGOING] 10/16/25: Insperity returns an FDP-101 error

  Coach Natalie 54 views 1 comment 0 points Most recent by Coach Natalie October 30Current Online Banking Issues
• 
  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 239 views 33 comments 0 points Most recent by smuzumdar October 30Adding and Updating Accounts
• 
  I wish there was different coloration for Planned Spend amounts (edited)

  Closed Jessica A 12 views 1 comment 0 points Most recent by Coach Jon October 29Using the Spending Plan
• 
  Coinbase Credit Card

  Closed iakoubtchik 65 views 7 comments 1 point Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  2

  Up Down
  QBP: Ability to invoice expenses without needing a transaction (edited)

  PGLConsultant 28 views 5 comments 2 points Most recent by Coach Natalie October 29Quicken Business & Personal Feature Requests
• 
  44

  Up
  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.4K views 34 comments 44 points Most recent by Coach Jon October 29Report Missing Financial Institution
• 
  UW Credit Union FDP-102 error

  Closed launcher330 13 views 1 comment 0 points Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  Not all fidelity accounts are able to be connected

  Closed CZC 33 views 3 comments 0 points Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  12

  Up Down
  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 688 views 5 comments 12 points Most recent by Coach Natalie October 29Feature Requests
• 
  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 28 views 2 comments 0 points Most recent by DryHeat October 29Managing Your Transactions
• 
  Merged: Track time/'hours' worked on a project

  Closed RobWilk 8 views 0 comments 1 point Started by RobWilk October 29 Quicken Business & Personal Feature Requests
• 
  2

  Up Down
  QBP: Time Tracking Capabilities for Projects (edited)

  Active JMWDBA 13 views 1 comment 2 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests
• 
  Merged: Invoice payment reminders

  Closed PGLConsultant 6 views 0 comments 2 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests
• 
  3

  Up Down
  QBP: Recurring Invoice Payment Reminders (edited)

  sidewalkboots 33 views 4 comments 3 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests
• 
  5

  Up Down
  QBP: Ability to set a default Invoice 'Due Date' for each Client (edited)

  Active Amnesiac 20 views 2 comments 5 points Most recent by PGLConsultant October 29Quicken Business & Personal Feature Requests
• 
  4

  Up Down
  QBP: The "Project" should also print on Invoices (edited)

  Active blamphcore 10 views 3 comments 4 points Most recent by PGLConsultant October 29Quicken Business & Personal Feature Requests
• 
  91

  Up Down
  Save account selections on "Bills & Income > Cash Flow" page [edited] (6 Merged Votes)

  In Review abletown2216 996 views 48 comments 91 points Most recent by Dan6912 October 29Feature Requests
• 
  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 168 views 9 comments 20 points Most recent by EL1234 October 28Feature Requests
• 
  Can't Connect Banco Popular Puerto Rico EWC (FDP-155)

  Closed areguera 42 views 7 comments 0 points Most recent by Coach Natalie October 28Adding and Updating Accounts
• 
  When will the Wealthscape/myStreetScape FDP-102 issue be resolved? (edited)

  Answered ✓ Closed tammijew 62 views 3 comments 0 points Most recent by Coach Natalie October 28Adding and Updating Accounts
• 
  Chase Bank (Amazon credit card) failing to re-authenticate connection FDP-350 (edited)

  Closed DryHeat 41 views 4 comments 0 points Most recent by Coach Jon October 28Adding and Updating Accounts
• 
  Can no longer “Select All” in filters

  Closed Coastal 35 views 3 comments 0 points Most recent by Coach Jon October 28Troubleshooting
• 
  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 82 views 11 comments 0 points Most recent by DannyB October 28Report a Bug
• 
  Credit Score feature failure

  Closed Duke0486 22 views 3 comments 0 points Most recent by Coach Jon October 28Report a Bug
• 
  14

  Up Down
  Ability to Archive Tags

  Active Mergim 82 views 9 comments 14 points Most recent by MishaM October 28Feature Requests