Recent Discussions

Discussion List

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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 56 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Investment Transaction Duplications (edited)

  Closed neon45 1.3K views 117 comments 0 points Most recent by neon45 December 2025Investments
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  CIT account showing wrong balance (edited)

  Closed Marquette42 51 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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  Merged: Dashboard emoji

  Closed woodsman 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 40 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Started by nmnmnmnmn December 2025 Troubleshooting
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  Add Rocket Loans

  Active Krick 48 views 0 comments 1 point Started by Krick December 2025 Report Missing Financial Institution
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 27 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 62 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 36 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  TD Bank/First Community Bank connection has failed (edited)

  Closed CleoZ 105 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
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  FDP-103 Error still exists with Tangerine

  Closed ratienza 214 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
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  Merged: More Total Spending Report Categories

  Closed 6-1blonde 1 view 0 comments 1 point Started by 6-1blonde December 2025 Feature Requests
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  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 172 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Savings Goal changed my account balance

  Closed luke.navarro 42 views 3 comments 0 points Most recent by DryHeat December 2025Troubleshooting
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  Unable to change the category on a linked refund (edited)

  cloudquick 171 views 25 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  iOS System Information Bar appears Black in Dark Mode (edited)

  housetr 88 views 12 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Toronto Stock Exchange Symbols Not Working

  donnajean 115 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
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  [ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 96 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  [ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 253 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  Known error showing Robinhood as not working.

  Closed FutureEye 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 34 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 35 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
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  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 43 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution
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  Home bank www.home24bank.com Business Portal

  Closed tbestjr81 11 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 73 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 17 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 22 views 0 comments 2 points Started by SRC54 December 2025 Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Started by SCT41 December 2025 Feature Requests
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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 878 views 26 comments 1 point Most recent by FutureEye December 2025Feature Requests