Recent Discussions

Discussion List

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

  Answered ✓ Closed D_Oldham 99 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Merged: Improve RSU handling

  Closed nopenopenopenopenope 1 view 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 34 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

  Closed John Kostenbader 24 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 1 view 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 234 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 2 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 ✓ Closed Becca H 44 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 45 views 4 comments 0 points Most recent by MatthewR March 13Troubleshooting
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  Vancity URL Change

  Closed Marlun 33 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)

  Closed Frustrated 65 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 ✓ Closed Mortimer Duke 36 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 ✓ Closed 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 68 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 107 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 11 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

  Closed Drake 16 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 ✓ Closed Gonzalo Eyzaguirre 28 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)

  Closed RobI 26 views 2 comments 0 points Most recent by RobI March 12Troubleshooting
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  Web Release 6.10.0

  Closed Coach Natalie 251 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 192 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Financial News panel on Investments page (edited)

  Closed Elroyo 24 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 190 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)

  Closed Phogramity 61 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

  Closed ericksonjb 24 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"

  Closed System 25 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 ✓ Closed MarineMan72 25 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 288 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
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  Past due bills cannot link to transaction (edited)

  Closed RobI 25 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting