Recent Discussions

Discussion List

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  Invoice Feedback: Returns

  Closed jonathanstarward 13 views 1 comment 0 points Most recent by Coach Natalie September 30Invoices & Estimates
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 314 views 27 comments 34 points Most recent by nrp06 September 30Feature Requests
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 19 views 1 comment 0 points Most recent by Coach Natalie September 30Report a Bug for Quicken Business & Personal
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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 16 views 1 comment 3 points Most recent by sidewalkboots September 30Quicken Business & Personal Feature Requests
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 63 views 10 comments 0 points Most recent by Coach Natalie September 30Adding and Updating Accounts
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  [ONGOING] 09/16/25: American Express returns FDP-401 error

  Coach Jon 885 views 1 comment 2 points Most recent by Coach Natalie September 30Current Online Banking Issues
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  Estimates for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 38 views 1 comment 0 points Most recent by Coach Natalie September 30Feedback
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  New Feature Alert: Estimates for Quicken Business & Personal!

  Closed Coach Natalie 165 views 1 comment 0 points Most recent by Coach Natalie September 30Updates From the Product Team
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  New Feature Alert: Mileage Tracker for QBP!

  Closed Coach Natalie 187 views 1 comment 0 points Most recent by Coach Natalie September 30Updates From the Product Team
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.1K views 28 comments 49 points Most recent by SRC54 September 30Feature Requests
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  Merged: "True up" spending plan by comparing to average spend

  Closed Andor 1 view 0 comments 1 point Started by Andor September 30 Feature Requests
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  48

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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 434 views 24 comments 48 points Most recent by Andor September 30Feature Requests
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  "Uh Oh. Something isn't quite right here."

  Closed DannyB 17 views 4 comments 0 points Most recent by SRC54 September 30Feedback
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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 504 views 30 comments 66 points Most recent by Dick_Davis September 30Feature Requests
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  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 208 views 25 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 56 views 3 comments 0 points Most recent by Coach Jon September 29Investments
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  Osaic and Equipt

  Active jimsug 197 views 24 comments 15 points Most recent by Coach Jon September 29Report Missing Financial Institution
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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 52 views 6 comments 3 points Most recent by RobWilk September 29Feature Requests
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  Web Release 4.77.0

  Closed Coach Natalie 226 views 0 comments 0 points Started by Coach Natalie September 29 Updates From the Product Team
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  Mobile Release 5.40.0

  Closed Coach Natalie 186 views 0 comments -1 point Started by Coach Natalie September 29 Updates From the Product Team
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 67 views 11 comments 0 points Most recent by DannyB September 29Bills and Income
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 61 views 12 comments 1 point Most recent by jtb36 September 29Adding and Updating Accounts
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 109 views 3 comments 10 points Most recent by JMWDBA September 29Feature Requests
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  QBP: Attach Receipts to Client Invoices [Edited]

  Closed JMWDBA 20 views 3 comments 1 point Most recent by JMWDBA September 29Quicken Business & Personal Feedback
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  Unable to connect my Sallie Mae student loan account - Error Code 927 (edited)

  Closed Huascar 58 views 6 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 72 views 15 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  Cash Flow Forecast: Inconsistent balance +/- signs between mobile and web

  Closed RobWilk 13 views 1 comment 0 points Most recent by Coach Natalie September 29Troubleshooting
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  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 51 views 1 comment 0 points Most recent by Coach Jon September 29Known Product Issues
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  Nationwide 401k unavailable for over 4 months

  Closed Impending6705 22 views 2 comments 1 point Most recent by Coach Natalie September 29Adding and Updating Accounts
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  Missing aidvantage or haven't updated them.

  Closed abernaki 28 views 7 comments 1 point Most recent by Coach Natalie September 29Adding and Updating Accounts