Recent Discussions

Discussion List

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  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 8 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 Becca H 34 views 5 comments 0 points Most recent by KP_9 March 13Getting Started
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  Unable to get help from support for problems (edited)

  Frustrated 64 views 3 comments 2 points Most recent by Frustrated March 13Feedback
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 408 views 40 comments 0 points Most recent by Coach Jon March 13Troubleshooting
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  Unknown/NA tags previously removed still show in reports and transactions

  UrsulaA 590 views 64 comments 0 points Most recent by Coach Jon March 13Report a Bug
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  The black flag appears as a dusky blue color on mobile (edited)

  MatthewR 38 views 4 comments 0 points Most recent by MatthewR March 13Troubleshooting
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  Vancity URL Change

  Marlun 27 views 5 comments 0 points Most recent by Coach Jon March 13Adding and Updating Accounts
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  What's the difference between a Question and Discussion?

  Answered Mortimer Duke 24 views 3 comments 0 points Most recent by Coach Jon March 13Using the Community
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 942 views 47 comments 87 points Most recent by EL1234 March 13Feature Requests
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  How to set the next invoice number?

  Answered Mortimer Duke 20 views 2 comments 0 points Most recent by Coach Natalie March 13Invoices, Estimates, & Sales Receipts
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  Reports using Tags bug or unexpected behavior

  Max1223 156 views 10 comments 0 points Most recent by Coach Natalie March 13Report a Bug
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  [ONGOING] 2/27/26: Freedom Mortgage - $0 Balance

  Coach Natalie 46 views 1 comment 0 points Most recent by Coach Natalie March 13Current Online Banking Issues
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  [ONGOING] 2/27/26: Thrivent Financial returns an FDP-101 error

  Coach Natalie 46 views 1 comment 0 points Most recent by Coach Natalie March 13Current Online Banking Issues
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  Vancity is down Care code: FDP-102

  Not a User 412 views 33 comments 1 point Most recent by awfulhak March 13Adding and Updating Accounts
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  Align flag color hues across the Web and Mobile Apps (edited)

  Active MatthewR 19 views 0 comments 2 points Started by MatthewR March 12 Feature Requests
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  How do I request a full dataset deletion in my simplifi account

  Drake 15 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 Gonzalo Eyzaguirre 14 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)

  RobI 23 views 2 comments 0 points Most recent by RobI March 12Troubleshooting
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  Manual Account showing negative balance

  mbalducci 27 views 5 comments 0 points Most recent by Coach Jon March 12Adding and Updating Accounts
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  Neuberger Private Wealth FDP-103 error (edited)

  sgreenstonenj 31 views 10 comments 0 points Most recent by Coach Jon March 12Adding and Updating Accounts
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 265 views 15 comments 24 points Most recent by DryHeat March 12Feature Requests
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  Financial News panel on Investments page (edited)

  Elroyo 20 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback
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  Let me choose Bar Charts by default for all Reports (edited)

  Active alkaboy 65 views 4 comments 9 points Most recent by alkaboy March 12Feature Requests
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  "You have already added all your accounts" message with Voya Financial

  System 146 views 18 comments 0 points Most recent by alamantia87 March 12Adding and Updating Accounts
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 135 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)

  Phogramity 38 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

  ericksonjb 16 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"

  System 16 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 MarineMan72 18 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 282 views 15 comments 20 points Most recent by jmartin417 March 11Feature Requests