Recent Discussions

Discussion List

• 
  Merged: 1/23/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals

  Closed boshik 1 view 0 comments 0 points Most recent by boshik January 26General Troubleshooting
• 
  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 62 views 2 comments 0 points Most recent by tmucsu January 26Investments
• 
  How do I Add a Prudential account to Quicken Classic?

  Answered ✓ Closed yudi 10 views 1 comment 0 points Most recent by Coach Jon January 26Adding and Updating Accounts
• 
  2

  Up Down
  QBP: Ability to link miles in the Mileage Tracker to clients/projects for invoicing (edited)

  Active Eeesa 2 views 0 comments 2 points Most recent by Eeesa January 26Quicken Business & Personal Feature Requests
• 
  1

  Up
  Bill Connect: Pepco

  Ted F 34 views 2 comments 1 point Most recent by Ted F January 26Report Missing Financial Institution or Biller
• 
  56

  Up Down
  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 276 views 15 comments 56 points Most recent by tsananiu January 26Feature Requests
• 
  Other side of future recurring transfer disappears after multiple manual edits

  Closed RobWilk 16 views 2 comments 0 points Most recent by ben510 January 26Report a Bug
• 
  [ONGOING] 8/5/25: Multiple College Savings Plans returning an FDP-103 error

  Coach Jon 489 views 4 comments 1 point Most recent by Coach Jon January 26Current Online Banking Issues
• 
  Missing workflow

  Closed ruthanneclarkjcp 38 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions
• 
  34

  Up Down
  Implement Passkeys (edited)

  Active AzMurph 630 views 30 comments 34 points Most recent by Tiki_Rum_Lover January 26Feature Requests
• 
  Issue when editing recurring transaction

  Closed SamM 31 views 3 comments 0 points Most recent by SRC54 January 26Troubleshooting
• 
  Balance adjustments for credit card redemptions

  Closed Ted F 58 views 8 comments 0 points Most recent by DryHeat January 25Feedback
• 
  Merged: Report that summarizes transfers to/from specific accounts [Edited]

  Closed cat with hat 11 views 0 comments 3 points Most recent by cat with hat January 25Feature Requests
• 
  10

  Up Down
  Add a Report for Transfers (edited)

  Active ajbopp 148 views 7 comments 10 points Most recent by cat with hat January 25Feature Requests
• 
  5

  Up Down
  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 78 views 4 comments 5 points Most recent by josephbradley January 25Quicken Business & Personal Feature Requests
• 
  Importing History Limits? (edited)

  Closed lynchbro 7 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
• 
  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 18 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
• 
  0

  Up Down
  Credit Card Promotion Search

  Active CU_Ninjaneer 15 views 0 comments 0 points Most recent by CU_Ninjaneer January 25Feature Requests
• 
  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 65 views 11 comments 0 points Most recent by Coach Kristina January 24Adding and Updating Accounts
• 
  Principal 401K balance value always behind by 2 days

  Closed rjg5060 17 views 2 comments 0 points Most recent by rjg5060 January 24Adding and Updating Accounts
• 
  Merged: After deleting and re-adding KBB value of car, listed as $0

  Closed RobWilk 21 views 0 comments 0 points Most recent by DryHeat January 24Report a Bug
• 
  Broken connection with MIT Federal Credit Union - request-body-field-unsupported (edited)

  Closed trewbux 14 views 2 comments 0 points Most recent by trewbux January 24Adding and Updating Accounts
• 
  Adding a Cash Management Account to "Accounts"

  Closed Dmenk60 21 views 1 comment 0 points Most recent by SRC54 January 24Adding and Updating Accounts
• 
  Exporting account balance history?

  Answered ✓ Closed ejs 28 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts
• 
  7

  Up Down
  Don't close modal windows when clicking outside of them; add a confirmation (edited)

  Active RobWilk 62 views 7 comments 7 points Most recent by MorganG48 January 23Feature Requests
• 
  Merged: Option for Alert before leaving a screen that’s being edited/worked on

  Closed MorganG48 11 views 0 comments 4 points Most recent by sbennet1 January 23Feature Requests
• 
  55

  Up Down
  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 737 views 29 comments 55 points Most recent by MorganG48 January 23Feature Requests
• 
  Cannot connect to TIAA - Care code: PRODUCTS_NOT_SUPPORTED

  Closed ChrisWT314 160 views 8 comments 0 points Most recent by bob303727 January 23Adding and Updating Accounts
• 
  8

  Up Down
  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 45 views 2 comments 8 points Most recent by bob303727 January 23Feature Requests
• 
  Huntington Bank issues - FDP-103 (edited)

  Closed Juliekins 25 views 1 comment 0 points Most recent by Coach Jon January 23Adding and Updating Accounts