Recent Discussions

Discussion List

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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 627 views 29 comments 64 points Most recent by SMSmith96 February 18Feature Requests
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  Merged: Money taken out of savings goals goes back into available to spend

  Closed SMSmith96 3 views 0 comments 1 point Most recent by SMSmith96 February 18Feature Requests
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  Sales Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 24 views 2 comments 1 point Most recent by Coach Natalie February 18Quicken Business & Personal Feedback
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  New Feature Alert: Sales Receipts for Quicken Business & Personal!

  Closed Coach Natalie 208 views 1 comment 1 point Most recent by Coach Natalie February 18Updates From the Product Team
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.7K views 137 comments 223 points Most recent by BBSD February 18Feature Requests
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 91 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 881 views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 47 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  ADP Retirement Services - Care Code: Not found / FDP-103 (edited)

  Closed jgould56 86 views 13 comments 0 points Most recent by Coach Jon February 17Adding and Updating Accounts
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  Watchlist Request - Stop displaying anticipated expenses (edited)

  Closed Mortimer Duke 24 views 1 comment 0 points Most recent by Coach Jon February 17Using Watchlists
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  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  Closed ritaylor 65 views 15 comments 0 points Most recent by SRC54 February 17Report a Bug
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 56 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  [ONGOING] 2/3/26: NY’s 529 College Savings Program returns an FDP-102 error

  Coach Natalie 135 views 1 comment 0 points Most recent by Coach Natalie February 17Current Online Banking Issues
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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  Closed schwoeg1? 49 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting
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  Set Recurring Series Amounts Based on Time of Year, Average Amount, Etc. (edited)

  Active Flopbot 510 views 15 comments 25 points Most recent by kelly23 February 17Feature Requests
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  Merged: Estimate the recurring amount in reminders

  Closed kelly23 5 views 0 comments 1 point Most recent by kelly23 February 17Feature Requests
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ Closed schwoeg1? 72 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
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  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 40 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
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  Pending transactions not downloading from Citizens (edited)

  Closed amlafleur 21 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  http://www.netxinvestor.com/ based accounts need one time code every time

  Closed everydave 19 views 3 comments 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  Stop hiding Venmo by default

  Closed bobmablob 33 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  Incoming email: a new bill just arrived! But the reminder didn't update (edited)

  Closed nrp06 39 views 4 comments 0 points Most recent by Coach Natalie February 16Bills and Income
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  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 4.7K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  Attachments from Users sharing a space will not load for view

  pwhelan81 84 views 6 comments 0 points Most recent by Coach Natalie February 16Report a Bug
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  [ONGOING] 02/02/26: Vancity Credit Union returns FDP-102 error

  Coach Jon 349 views 1 comment 1 point Most recent by Coach Natalie February 16Current Online Banking Issues
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  Missing Spending Plan for 2027 (edited)

  Closed stacyvance 19 views 1 comment 0 points Most recent by DryHeat February 16Using the Spending Plan
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  Merged: Net worth history breakdown

  Closed pst 5 views 0 comments 0 points Most recent by pst February 16Feedback
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  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 55 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
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  Merged: Viewing attachments (receipts) attached by my spouse

  Closed Justaspender 7 views 0 comments 0 points Most recent by Justaspender February 16Report a Bug
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  175

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  Public API (edited)

  Active jlkweb12 4.8K views 73 comments 175 points Most recent by labrecquev February 16Feature Requests