Recent Discussions

Discussion List

• 
  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 348 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
• 
  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 42 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  [ONGOING] 11/12/25: b1Bank returns FDP-2102 error

  Coach Jon 48 views 1 comment 0 points Most recent by Coach Jon November 2025Current Online Banking Issues
• 
  Quicken Support Closed 11/27/25 in Observance of Thanksgiving

  Closed Coach Natalie 16 views 0 comments 0 points Started by Coach Natalie November 2025 Announcements
• 
  5

  Up Down
  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 457 views 5 comments 5 points Most recent by Coach Natalie November 2025Feature Requests
• 
  When will Nelnet be an available integration?

  Answered ✓ Closed dunnnw 50 views 2 comments 0 points Most recent by dunnnw November 2025Adding and Updating Accounts
• 
  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 57 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  Comenity/Bread Financial

  Closed RKothari 14 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  7

  Up
  Need Petal Credit Card

  In Review cconrado90 290 views 11 comments 7 points Most recent by Simcha November 2025Report Missing Financial Institution
• 
  Asked to upgrade to business inside of QBP

  Closed RobWilk 24 views 2 comments 0 points Most recent by RobWilk November 2025Quicken Business & Personal Feedback
• 
  Does editing an individual reminder change the "Exact Amount" setting for that one?

  Closed RobWilk 102 views 15 comments 0 points Most recent by RobWilk November 2025Bills and Income
• 
  Quicken Simplifi - Stripe Workflow Question

  Answered ✓ Closed GuerillaTime68 56 views 7 comments 0 points Most recent by DryHeat November 2025General Troubleshooting
• 
  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.1K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
• 
  Issues with 1st Security Bank of WA (FDP-103 / FDP-2102)

  Closed Sstrico 131 views 22 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 28 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Position the selection for the category at the one selected.

  Closed dtorg1955 19 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
• 
  Simplifi shows stock attributes for some Coinbase coins

  Closed dtorg1955 20 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 474 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
• 
  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 800 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
• 
  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 65 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
• 
  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 73 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
• 
  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 207 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  USAA - Missing Transactions (edited)

  Closed DryHeat 110 views 13 comments -1 point Most recent by DryHeat November 2025Adding and Updating Accounts
• 
  Web Release 4.85.0

  Closed Coach Natalie 240 views 0 comments 0 points Started by Coach Natalie November 2025 Updates From the Product Team
• 
  Mobile Release 5.44.0

  Closed Coach Natalie 153 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
• 
  3

  Up Down
  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 43 views 3 comments 3 points Most recent by moneymoneymoney111 November 2025Quicken Business & Personal Feature Requests
• 
  Merged: Balance Sheet date specific

  Closed RASA 7 views 0 comments 2 points Most recent by moneymoneymoney111 November 2025Feature Requests
• 
  3

  Up Down
  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 18 views 0 comments 3 points Started by RASA November 2025 Feature Requests
• 
  2

  Up Down
  Add an Account Type for Equity Accounts (edited)

  Active RASA 10 views 0 comments 2 points Started by RASA November 2025 Feature Requests
• 
  Merged: Transaction CSV Downloads no Longer Include Split Transaction Data

  Closed Stickboy 5 views 0 comments 0 points Started by Stickboy November 2025 Report a Bug