Recent Discussions

Discussion List

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  Has Error FDP-103 been resolved with UBS? (edited)

  Closed Dana Lindsay 101 views 3 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Community: Modify "Product Feedback" page to ask if the submission is for a new feature (edited)

  Active BlueGrits 45 views 1 comment 3 points Most recent by Coach Natalie July 29Feature Requests
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  Add support for Investor360

  Active Ken M 1.6K views 43 comments 14 points Most recent by CashMeOutside July 28Report Missing Financial Institution or Biller
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  Make Splits separate transactions to be handled independently but marked as a split.

  Closed Moralessalsidoj 111 views 4 comments 1 point Most recent by SRC54 July 28Managing Your Transactions
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  Merged: QBP: Line item discounts (edited)

  Closed phillipginn 0 views 0 comments 1 point Started by phillipginn July 28 Quicken Business & Personal Feature Requests
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  QBP: Quarterly Sales Tax Report (edited)

  Active Cts 64 views 1 comment 2 points Most recent by phillipginn July 28Quicken Business & Personal Feature Requests
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  How to edit and change multiple transactions at once in the mobile app? (edited)

  Answered ✓ Closed ps56k 231 views 7 comments 0 points Most recent by ps56k July 28Managing Your Transactions
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  E*TRADE stocks are missing from the portfolio view (edited)

  Closed vladinator 410 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts
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  Logos for recurring WITHOUT bill connect

  Completed Closed Arun 216 views 9 comments 12 points Most recent by Coach Natalie July 27Feature Requests
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  Projected Cash Flow needs to allow you to identify a Brokerage Account

  Closed tstirsman 81 views 2 comments 0 points Most recent by RobI July 27Projected Cash Flow
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  Editing linked transfer deletes one side of transaction

  Closed ejs 208 views 7 comments 1 point Most recent by Coach Natalie July 27Report a Bug
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  View Unusual and Optional Spending

  Closed Kseniya 67 views 2 comments 1 point Most recent by SRC54 July 27Feedback
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  Webull support

  Answered ✓ Closed aMoistMuffin 72 views 1 comment 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts
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  Net Worth Percentile Comparison with Demographic Filters

  Active Another Stephen 162 views 8 comments 3 points Most recent by DryHeat July 26Feature Requests
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  Zombie Reminders won't delete in savings account

  Closed TXAggiePM 38 views 1 comment 0 points Most recent by DryHeat July 26Troubleshooting
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  Bank is sending in a positive balance instead of negative balance for mortgage account (edited)

  Closed dthibode 278 views 12 comments 1 point Most recent by Coach Kristina July 25Adding and Updating Accounts
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  Is there a way to shut off the exclude feature? (edited)

  Closed Kim Wilhelmson 84 views 1 comment 1 point Most recent by DryHeat July 25Managing Your Transactions
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  Custom ordering/grouping of the Accounts List

  Closed ainsliejohn 65 views 2 comments 0 points Most recent by ainsliejohn July 25Feedback
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  Suggestion: store Credit Card details like phone & benefits

  Closed CT Saver 40 views 1 comment 0 points Most recent by DryHeat July 25Feedback
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  error message when setting up a business account

  Closed System 35 views 2 comments 0 points Most recent by Coach Jon July 24General Troubleshooting
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  Closed System 106 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Persistent "An error occurred. Please try again." message (edited)

  Closed Simpli_User_101 835 views 49 comments 1 point Most recent by Quicken Kirby July 24Troubleshooting
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  Golden 1 Credit Union - Connection Error (FDP-105)

  Closed MrSacras 1.8K views 33 comments 1 point Most recent by MrSacras July 23Adding and Updating Accounts
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  How can I write a Rule which matches part of a Statement Name?

  Answered ✓ Closed kaltorak 109 views 4 comments 0 points Most recent by kaltorak July 23Managing Your Transactions
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  Let Transaction Rules match substrings in a Statement Name (edited)

  Active kaltorak 51 views 1 comment 5 points Most recent by kaltorak July 23Feature Requests
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 350 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 3K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller
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  Web Release 6.29.0

  Closed Coach Natalie 212 views 0 comments 0 points Started by Coach Natalie July 23 Updates From the Product Team
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  Unable to connect to Alerus (FDP-106)

  Closed rcortez 241 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 769 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller