Recent Discussions

Discussion List

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  Planned Spending - Additional Features

  Closed John Chavez 40 views 2 comments 0 points Most recent by DryHeat August 2Feedback
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  Adding split transactions to a series

  Closed drcolace 110 views 8 comments 1 point Most recent by SRC54 August 2Bills and Income
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  Zillow not finding my address (edited)

  Closed Jhgoetz 255 views 11 comments 0 points Most recent by Flopbot August 2Troubleshooting
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  Revolut banking

  Active mattk 522 views 7 comments 13 points Most recent by cadilhac August 1Report Missing Financial Institution or Biller
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  Upcoming recurring income transaction with expense splits shows as an expense dot in Cash Flow

  Closed DryHeat 150 views 14 comments 1 point Most recent by SRC54 August 1Projected Cash Flow
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  Accounts/transactions aren't updating (edited)

  Closed Brainnrse 62 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Add SCE to linked companies

  Closed Brainnrse 31 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Add Sunwest mortgage company

  Closed Brainnrse 31 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Is Simplifi down?

  Closed MKEsarnowski 61 views 1 comment 0 points Most recent by Coach Carlos August 1Troubleshooting
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  Manually added interest rate and credit limit keeps being removed (edited)

  Closed BradleyBenSmith 252 views 18 comments 0 points Most recent by SRC54 August 1Troubleshooting
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  Missing Student Loan Company - College Ave

  Active dburks151 31 views 0 comments 1 point Started by dburks151 July 31 Report Missing Financial Institution or Biller
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  ONGOING 7/31/26: The Golden 1 Credit Union returns an FDP-105 error

  Coach Natalie 1.5K views 3 comments -1 point Most recent by Coach Natalie July 31Current Online Banking Issues
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  New Feature Alert: Enhanced Transaction List Toolbar!

  Closed Coach Natalie 771 views 2 comments 2 points Most recent by Coach Natalie July 31Updates From the Product Team
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  How do I include Capital Gains for sold shares in tax report

  Answered ✓ Closed wilcox17554 50 views 2 comments 0 points Most recent by wilcox17554 July 31Using Reports
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  LPL prompts for MFA with each update (edited)

  Closed DingoBoy 90 views 3 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts
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  Ability to change an Investment Account to another account type

  Closed lh55 60 views 1 comment 0 points Most recent by Coach Jon July 31Feedback
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  I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

  Closed nganfield 491 views 28 comments 1 point Most recent by nganfield July 31Adding and Updating Accounts
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  Mobile Release 6.30.0

  Closed Coach Natalie 150 views 0 comments 0 points Started by Coach Natalie July 31 Updates From the Product Team
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  Need help resolving incorrect balance on old Discover account that was added via Capital One

  Closed CHC 61 views 2 comments 0 points Most recent by CHC July 31Adding and Updating Accounts
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  QBP: Add an Invoice Late Fee System (edited)

  Active jksjaz 31 views 1 comment 1 point Most recent by SWMPRO July 30Quicken Business & Personal Feature Requests
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  No Discover transactions since last week

  Closed System 151 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts
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  Web Release 6.30.0

  Closed Coach Natalie 200 views 0 comments 0 points Started by Coach Natalie July 30 Updates From the Product Team
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  Mobile App: Add a 'By Account' view to Savings Goals (edited)

  Active KP_9 41 views 2 comments 4 points Most recent by Keaton July 30Feature Requests
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  Discover being moved to Capital One

  Closed neon45 450 views 10 comments 0 points Most recent by neon45 July 29Adding and Updating Accounts
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  Phone Widgets for android (edited)

  In Review RobWilk 783 views 19 comments 43 points Most recent by Bartman682 July 29Feature Requests
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  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 231 views 8 comments 24 points Most recent by Bartman682 July 29Feature Requests
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  Discover transactions before 3 months ago are missing, and only loan account is showing to link

  Closed jerryvetter 40 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Has Error FDP-103 been resolved with UBS? (edited)

  Closed Dana Lindsay 93 views 3 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Modify "Product Feedback" page to ask if the submission is for a new feature (edited)

  Active BlueGrits 22 views 1 comment 3 points Most recent by Coach Natalie July 29Feature Requests
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  Add support for Investor360

  Active Ken M 1.5K views 43 comments 14 points Most recent by CashMeOutside July 28Report Missing Financial Institution or Biller