Recent Discussions

Discussion List

• 
  53

  Up
  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.9K views 102 comments 53 points Most recent by rlorcro June 21Report Missing Financial Institution or Biller
• 
  3

  Up Down
  Support Chatbot should allow case submissions after business hours (edited)

  Active EL1234 78 views 3 comments 3 points Most recent by SRC54 June 21Feature Requests
• 
  Investment Cost Basis Field Locked & Manual Edits Reverted to Broker Data (edited)

  Closed rosachin21k 71 views 3 comments 0 points Most recent by Coach Kristina June 20Troubleshooting
• 
  11

  Up Down
  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 241 views 6 comments 11 points Most recent by Max1223 June 20Feature Requests
• 
  14
  Light/Dark Theme Based on System Preference

  Completed Closed bears007 278 views 7 comments 14 points Most recent by SRC54 June 20Feature Requests
• 
  2

  Up Down
  iPhone Face ID integration for logging in (edited)

  Active Par2020 37 views 1 comment 2 points Most recent by SRC54 June 20Feature Requests
• 
  "Everything else" in the Spending report on mobile is missing transactions (edited)

  Closed Randy17485 235 views 16 comments 0 points Most recent by dsfreddy June 20Report a Bug
• 
  Can't add Vanguardplan (managed by Ascensus)

  Closed tryingtosimpli 29 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts
• 
  Unable to connect to D.A. Davidson. FDP-102 or FDP-105

  Closed mwatson 29 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts
• 
  How do you add a business that you purchase products from? (edited)

  Answered ✓ Closed THOMAS CAVANAUGH 49 views 1 comment 0 points Most recent by Coach Natalie June 19General Troubleshooting
• 
  Merged: HealthEquity/WageWorks (FDP-192)

  Closed epanike 11 views 0 comments 0 points Started by epanike June 19 Adding and Updating Accounts
• 
  Thrift Savings Plan FDP-102 error (edited)

  Closed Sarah S. 777 views 31 comments 1 point Most recent by Coach Natalie June 19Adding and Updating Accounts
• 
  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  Closed RobWilk 53 views 6 comments 0 points Most recent by Coach Natalie June 19Report a Bug for Quicken Business & Personal
• 
  Excluding Prior Year Tax Payments

  Closed jfclague 39 views 1 comment 0 points Most recent by Coach Jon June 18Tax Planner
• 
  Can keyboard Arrow keys be used to step through the transactions activity list?

  Answered ✓ Closed Micky1701 29 views 1 comment 0 points Most recent by Coach Jon June 18Managing Your Transactions
• 
  Apple Cash account balance incorrect on Iphone after latest update

  Pmrussell892 2.3K views 95 comments 0 points Most recent by Coach Jon June 18Adding and Updating Accounts
• 
  Morgan Stanley Line of Credit Now Shows As Asset Not Liability

  Closed SashaMike 47 views 2 comments 0 points Most recent by SashaMike June 18Adding and Updating Accounts
• 
  PayPal Credit, MasterCard and Crypto - STILL Missing Transactions

  Closed djb230elk 214 views 7 comments 2 points Most recent by Coach Jon June 18Adding and Updating Accounts
• 
  Please add my.vanguardplan.com (Ascensus) [edited]

  Closed Rob Davis 31 views 1 comment 1 point Most recent by Coach Natalie June 18Adding and Updating Accounts
• 
  Web Release 6.24.0

  Closed Coach Natalie 208 views 0 comments 0 points Started by Coach Natalie June 18 Updates From the Product Team
• 
  7
  QBP: Ability to preset the Due Date for Invoices (edited)

  Completed Closed Amnesiac 152 views 5 comments 7 points Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Web App: Ability to share invoices and estimates via text (edited)

  Active Emily1320! 38 views 4 comments 1 point Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
• 
  Transaction export is missing notes field (edited)

  Closed James-0401 37 views 1 comment 0 points Most recent by Coach Jon June 18Troubleshooting
• 
  1

  Up Down
  QBP: Add tax status, tax id number, and hourly rate to client details (edited)

  Active Emily1320! 15 views 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
• 
  Merged: Create PO number feature on invoicing & estimates

  Closed Emily1320! 1 view 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
• 
  8

  Up Down
  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 46 views 1 comment 8 points Most recent by Emily1320! June 18Quicken Business & Personal Feature Requests
• 
  Cenlar FSB - FDP-155 error / Cenlar (Finicity) - 103 error (edited)

  Closed Bill N 87 views 3 comments 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts
• 
  Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

  Closed Andor 60 views 3 comments 0 points Most recent by Coach Jon June 17Report a Bug
• 
  Mobile Releases 6.24.0 & 6.24.1

  Closed Coach Natalie 197 views 0 comments 0 points Started by Coach Natalie June 17 Updates From the Product Team
• 
  Why do the Bills + Subscriptions + Transfers not add up correctly in the Spending Plan?

  Closed msanders93 51 views 4 comments 0 points Most recent by SRC54 June 17Troubleshooting