Recent Discussions

Discussion List

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  Set Up Tutorial

  Answered ✓ Closed PAUSE4PETS 55 views 1 comment 0 points Most recent by Coach Jon January 22Getting Started
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 222 points Most recent by alisoncap January 22Feature Requests
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  auto enter recurring transactions in manual accounts

  Answered ✓ Closed Jeannette 16 views 1 comment 1 point Most recent by Coach Jon January 22Managing Your Transactions
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  Merged: Monthly Savings Goals Automatically Over-Contributed

  Closed Ahzborn 1 view 0 comments 0 points Started by Ahzborn January 22 General Troubleshooting
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  Kelly Blue Book values not showing up

  Closed Ashiashley 26 views 2 comments 0 points Most recent by Ashiashley January 22Troubleshooting
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  AMEX HYSA ZERO balance yet again ...

  Closed quickdave 39 views 5 comments 0 points Most recent by Coach Jon January 22Adding and Updating Accounts
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  Apply Split Payment to Subsequent Invoices of Equal Amount Repeatedly Fails (edited)

  Closed Dakota 22 views 3 comments 1 point Most recent by Coach Jon January 22Troubleshooting
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  connection for RoundPoint Mortgage Servicing LLC

  Closed F1ywhiteguy 31 views 4 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Merged: New "Opening Balance" transaction on existing account. (Zillow and manual account)

  Closed KDC1996 151 views 0 comments 3 points Most recent by TiggerTrainer January 22Troubleshooting
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  Merged: Manual Asset Valuation Issue

  Closed NavyGolf 21 views 0 comments 0 points Most recent by TiggerTrainer January 22Report a Bug
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  Merged: Several automated balance adjustments made to my MANUAL accounts

  Closed Truthsayer 21 views 0 comments 1 point Most recent by SRC54 January 22Report a Bug for Quicken Business & Personal
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  Transactions "Exclude from Reports" Stuck on or off

  Closed dollardave 59 views 9 comments 0 points Most recent by dollardave January 22General Troubleshooting
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  Merged: Savings goals showing contributions I didn't make

  Closed Jerrod 11 views 0 comments 1 point Started by Jerrod January 22 Troubleshooting
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  Feedback - Ads in Simplifi

  Closed nmcmahon1215 55 views 3 comments 4 points Most recent by Austin@ January 22Feedback
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  Add Support for Cash App (2 Merged Votes)

  In Review eldon 1.8K views 40 comments 50 points Most recent by anold January 22Report Missing Financial Institution
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  Sure401k Broken Since August 2025 - FDP-155 (edited)

  Closed exabrial 13 views 5 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Category Sum

  Closed Cschaumburg 17 views 1 comment 1 point Most recent by Coach Jon January 21Using Reports
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  New OAuth Connection with Franklin Templeton

  Announcement Closed Coach Jon 121 views 0 comments 0 points Started by Coach Jon January 21 Announcements
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  Everbank dual factor is sending a code to the wrong phone number

  Closed StephenFarnsworth 13 views 4 comments 0 points Most recent by Coach Jon January 21Adding and Updating Accounts
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  Merchant options and invoices

  Closed PGLConsultant 18 views 1 comment 0 points Most recent by Coach Jon January 21Invoices, Estimates, & Sales Receipts
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  Unable to connect to TreasuryDirect. Care Code: FDP-101

  Closed Oogway 20 views 1 comment 0 points Most recent by Coach Jon January 21Adding and Updating Accounts
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  USAA transactions STILL not loading in timely manner

  Closed lizgraydvm 12 views 2 comments 0 points Most recent by lizgraydvm January 21Adding and Updating Accounts
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  Please add the Standard for 401ks

  Closed mothra1963 2 views 1 comment 1 point Most recent by Coach Jon January 21Adding and Updating Accounts
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  Fairway has updated log in information

  Closed mothra1963 19 views 1 comment 1 point Most recent by Coach Jon January 21Adding and Updating Accounts
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  Income Series Plan - Changed from Income to Bill and won't change back

  Closed Jhinkk 44 views 11 comments 0 points Most recent by SRC54 January 21Bills and Income
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  Add 'Averages' to Reports (edited)

  Active rb94 418 views 22 comments 63 points Most recent by Drexgreen January 21Feature Requests
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  Ability to move the chat window around on the screen (edited)

  Active sheracr 112 views 14 comments 10 points Most recent by EL1234 January 21Feature Requests
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  PayPal - Missing Credit Account (edited)

  Monizrr 2K views 80 comments 3 points Most recent by taxman3349 January 20Adding and Updating Accounts
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  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Closed Travis H 73 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts