Recent Discussions

Discussion List

• 
  8

  Up Down
  QBP: Ability to edit and delete Projects (edited)

  Active Flopbot 46 views 4 comments 8 points Most recent by DryHeat January 28Quicken Business & Personal Feature Requests
• 
  Merged: QBP: Ability to delete Projects

  Closed cyberstackn 23 views 0 comments 4 points Most recent by DryHeat January 28Quicken Business & Personal Feature Requests
• 
  USAA Transactions STILL Not Updating

  Closed Celest78 32 views 1 comment 0 points Most recent by Coach Natalie January 28Adding and Updating Accounts
• 
  Merged: [NOT RESOLVED] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Closed DisneyDaddy17 1 view 0 comments 0 points Most recent by DisneyDaddy17 January 28Using the Community
• 
  Target Circle Card transactions category keeps changing on me

  Closed msl2424 45 views 11 comments 0 points Most recent by Coach Jon January 28Managing Your Transactions
• 
  5

  Up Down
  Simple analysis added to Reports (edited)

  Active chae1020 32 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
• 
  Manually entered investment account - how to update balance? (edited)

  Answered ✓ Closed luthergail 82 views 4 comments 0 points Most recent by luthergail January 28Adding and Updating Accounts
• 
  Balance in Investment portfolio page is incorrect (edited)

  Closed Shahar 11 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts
• 
  Deleting My Account

  Closed TheReal702 58 views 6 comments 0 points Most recent by TheReal702 January 27Troubleshooting
• 
  Cannot sync Venmo FDP-102

  Closed Jrunner01 1.7K views 55 comments 6 points Most recent by Coach Natalie January 27Adding and Updating Accounts
• 
  Fidelity HSA account no longer added to Simplifi

  Closed mariafed 65 views 3 comments 0 points Most recent by Coach Natalie January 27Adding and Updating Accounts
• 
  2

  Up
  Please add People First Federal Credit Union

  Active B_H 14 views 5 comments 2 points Most recent by B_H January 27Report Missing Financial Institution or Biller
• 
  20

  Up
  Request Paychex Flex for 401k

  In Review Up2theRight 829 views 27 comments 20 points Most recent by stl01 January 27Report Missing Financial Institution or Biller
• 
  Merged: Cash Management Accounts (CMA) Are Broken in Simplifi

  Closed FlyingAround 11 views 0 comments 1 point Most recent by FlyingAround January 27Feature Requests
• 
  8

  Up Down
  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 32 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
• 
  Unable to [export] Investment account transactions

  Closed wck_austin 1 view 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
• 
  No connection to multiple banks (edited)

  Closed ruthanneclarkjcp 64 views 8 comments 0 points Most recent by Coach Jon January 26Adding and Updating Accounts
• 
  Web Release 4.91.0

  Closed Coach Natalie 231 views 0 comments 0 points Most recent by Coach Natalie January 26Updates From the Product Team
• 
  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 73 views 4 comments 2 points Most recent by Coastal January 26Feedback
• 
  Printing a Report in QSV

  Closed Dmenk60 11 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
• 
  Balance Type Reset on all of my accounts

  Closed pastchief8 22 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts
• 
  1

  Up Down
  QBP: Number Coding Categories (aka Chart of Accounts) [edited]

  Helomav 24 views 1 comment 1 point Most recent by Helomav January 26Quicken Business & Personal Feature Requests
• 
  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 65 views 2 comments 0 points Most recent by tmucsu January 26Investments
• 
  How do I Add a Prudential account to Quicken Classic?

  Answered ✓ Closed yudi 4 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 33 views 2 comments 1 point Most recent by Ted F January 26Report Missing Financial Institution or Biller
• 
  Other side of future recurring transfer disappears after multiple manual edits

  Closed RobWilk 11 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 503 views 4 comments 1 point Most recent by Coach Jon January 26Current Online Banking Issues
• 
  Missing workflow

  Closed ruthanneclarkjcp 35 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions