Recent Discussions

Discussion List

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  2
  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed Closed simplify39393 124 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 12 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 13 views 0 comments 6 points Most recent by alkaboy March 4Feature Requests
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  Incorrect "expected bills" amount in 'bills to income percentage' notification email (edited)

  Bartman682 53 views 7 comments 0 points Most recent by Coach Natalie March 4Report a Bug
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  [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

  Coach Jon 968 views 5 comments 5 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  [ONGOING] 2/18/26: FirstBank of Colorado returns an FDP-7500 error

  Coach Natalie 110 views 1 comment 0 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  Vehicle value in Simplifi from KBB doesn't match KBB website

  Closed trewbux 11 views 3 comments 0 points Most recent by SRC54 March 4Adding and Updating Accounts
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  Pending and cleared transaction showing as duplicates in Spending Plan

  Closed RobI 84 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 326 views 12 comments 20 points Most recent by RobI March 4Feature Requests
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 31 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  "Looking for something on Discover's site?" error when reconnecting Discover account (edited)

  Closed System 139 views 6 comments 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  scheduled transaction transfers not syncing

  Closed kigrgk 12 views 1 comment 0 points Most recent by Coach Natalie March 3Troubleshooting
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  Merged: Voya Error - "You have already added all your accounts at this bank."

  Closed samsonite 1 view 0 comments 0 points Most recent by samsonite March 3Adding and Updating Accounts
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  Customizable invoices and estimates

  Closed CSoehner 14 views 1 comment 0 points Most recent by Coach Natalie March 3Invoices, Estimates, & Sales Receipts
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed Closed amak 34 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
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  Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

  Closed Joelbryant1960 40 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts
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  Merged: Cashflow Enhancement

  Closed Dan83 1 view 0 comments 1 point Most recent by Dan83 March 3Feature Requests
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  What does "auto match" use to match transactions?

  Closed System 44 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  Venmo - Care Code: QCS-0429-2 / FDP-103

  Closed belghaya 21 views 1 comment 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  [ONGOING] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Coach Jon 1.3K views 7 comments 8 points Most recent by Coach Natalie March 3Current Online Banking Issues
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  Watchlist monthly projection in day 2 of month is way off

  Closed RobI 13 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 12 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Bill is being skipped

  Closed Jhinkk 85 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
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  Add bank/fintech "Current"

  norizelap 23 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  PayPal account does not show most recent posted transactions

  Closed Jrunner01 31 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Bill Connect: Eversource

  trewbux 21 views 3 comments 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 31 views 3 comments 0 points Most recent by RobWilk March 2Report a Bug for Quicken Business & Personal
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 95 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 1 view 0 comments 0 points Most recent by MishaM March 2Report a Bug
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 603 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests