Recent Discussions

Discussion List

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  Add support for State Street Global Advisors accounts

  Closed tcarter72 4 views 1 comment 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Crypto investment transactions are not valid (edited)

  Closed hughcumber 11 views 1 comment 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 144 views 7 comments 2 points Most recent by bob303727 December 2025Feature Requests
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 1 point Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
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  Fidelity Retirement and Investment - Not updating

  Closed lencoh82 120 views 6 comments 0 points Most recent by jrussell271 December 2025Adding and Updating Accounts
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  Iowa 529 still won't sync

  Closed Mnew 22 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  "Bank Balance" leads to omission of pending transactions from Cash Flow (edited)

  Closed bob303727 167 views 11 comments 0 points Most recent by bob303727 December 2025Troubleshooting
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  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 26 views 1 comment 0 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Cannot add First Command account - FDP-101/FDP-108 (edited)

  Closed drouetd 742 views 84 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Merged: Missing Synchrony login for their new login experience

  Closed cheriebk 1 view 0 comments 1 point Started by cheriebk December 2025 Report Missing Financial Institution
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  Wealthscape Investor - "Bank is not available" (edited)

  Closed denimike 37 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Web Releases 4.86.0 & 4.86.1

  Closed Coach Natalie 234 views 0 comments 1 point Started by Coach Natalie December 2025 Updates From the Product Team
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  QBP: Ability to have more than one Email in a Business (edited)

  Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis December 2025 Quicken Business & Personal Feature Requests
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  QBP: Add an EIN field to Businesses (edited)

  Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis December 2025 Quicken Business & Personal Feature Requests
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  QBP: Make the Industry list in Businesses alphabetical (edited)

  Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis December 2025 Quicken Business & Personal Feature Requests
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  Mobile Release 5.45.0

  Closed Coach Natalie 152 views 0 comments 0 points Started by Coach Natalie December 2025 Updates From the Product Team
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  Just starting again

  Closed Luke2017$ 13 views 1 comment 0 points Most recent by Coach Jon December 2025Introduce yourself!
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 23 views 1 comment 0 points Most recent by SRC54 December 2025Investments
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  How do I contact support? I can't see the blue Icon in the lower right of screen

  Answered ✓ Closed ealbert60 24 views 1 comment 0 points Most recent by Coach Natalie December 2025Troubleshooting
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  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  Closed rkjones 41 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 78 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  How do I use Simplifi

  Closed NoraBelle 67 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Business Reports
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 44 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  Amortization Schedule for Loans

  Active nicksimard 223 views 6 comments 21 points Most recent by EL1234 December 2025Feature Requests
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 13 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests
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  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 94 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 11 views 0 comments 0 points Started by SRC54 December 2025 Adding and Updating Accounts
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 483 views 28 comments 40 points Most recent by SRC54 December 2025Feature Requests