Recent Discussions

Discussion List

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  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 236 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests
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  Merged: Add "credit card payment" category to planned expense categories

  Closed jaywilk 1 view 0 comments 1 point Started by jaywilk March 13 Feature Requests
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  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 5 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
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  New User. Best way to set up slush funds?

  Answered ✓ Closed Becca H 44 views 5 comments 0 points Most recent by KP_9 March 13Getting Started
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  Vancity URL Change

  Closed Marlun 34 views 5 comments 0 points Most recent by Coach Jon March 13Adding and Updating Accounts
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  Unable to get help from support for problems (edited)

  Closed Frustrated 64 views 2 comments 2 points Most recent by Frustrated March 13Feedback
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  What's the difference between a Question and Discussion?

  Answered ✓ Closed Mortimer Duke 31 views 3 comments 0 points Most recent by Coach Jon March 13Using the Community
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  How to set the next invoice number?

  Answered ✓ Closed Mortimer Duke 27 views 2 comments 0 points Most recent by Coach Natalie March 13Invoices, Estimates, & Sales Receipts
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  [ONGOING] 2/27/26: Thrivent Financial returns an FDP-101 error

  Coach Natalie 123 views 1 comment -1 point Most recent by Coach Natalie March 13Current Online Banking Issues
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  Align flag color hues across the Web and Mobile Apps (edited)

  Active MatthewR 12 views 0 comments 3 points Started by MatthewR March 12 Feature Requests
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  How do I request a full dataset deletion in my simplifi account

  Closed Drake 12 views 1 comment 0 points Most recent by Coach Natalie March 12Troubleshooting
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 21 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Spending update notification data seems to be incorrect (edited)

  Closed RobI 26 views 2 comments 0 points Most recent by RobI March 12Troubleshooting
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  Web Release 6.10.0

  Closed Coach Natalie 252 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Mobile Releases 6.10.0 & 6.10.1

  Closed Coach Natalie 193 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Financial News panel on Investments page (edited)

  Closed Elroyo 23 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 195 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Betterment Not Connecting to Simplifi (Care code: request-body-field-unsupported)

  Closed Phogramity 64 views 7 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 21 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  ExxonMobil Savings Plan "You have already added all your accounts"

  Closed System 24 views 3 comments 0 points Most recent by ClydeO March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 24 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 284 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
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  Past due bills cannot link to transaction (edited)

  Closed RobI 21 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 101 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 12 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed Closed IB1542 21 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 22 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 105 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 35 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 161 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests