Recent Discussions

Discussion List

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  [ONGOING] 10/16/25: Human Interest returns an FDP-105 error

  Coach Natalie 276 views 1 comment -1 point Most recent by Coach Natalie October 2025Current Online Banking Issues
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  [ONGOING] 10/16/25: Insperity returns an FDP-101 error

  Coach Natalie 113 views 1 comment 0 points Most recent by Coach Natalie October 2025Current Online Banking Issues
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  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 272 views 33 comments 0 points Most recent by smuzumdar October 2025Adding and Updating Accounts
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  I wish there was different coloration for Planned Spend amounts (edited)

  Closed Jessica A 11 views 1 comment 0 points Most recent by Coach Jon October 2025Using the Spending Plan
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  Coinbase Credit Card

  Closed iakoubtchik 105 views 7 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
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  QBP: Ability to invoice expenses without needing a transaction (edited)

  PGLConsultant 54 views 5 comments 2 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.5K views 34 comments 44 points Most recent by Coach Jon October 2025Report Missing Financial Institution
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  UW Credit Union FDP-102 error

  Closed launcher330 11 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Not all fidelity accounts are able to be connected

  Closed CZC 42 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 701 views 5 comments 12 points Most recent by Coach Natalie October 2025Feature Requests
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 38 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  Merged: Track time/'hours' worked on a project

  Closed RobWilk 1 view 0 comments 1 point Started by RobWilk October 2025 Quicken Business & Personal Feature Requests
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  QBP: Time Tracking Capabilities for Projects (edited)

  Active JMWDBA 21 views 1 comment 2 points Most recent by RobWilk October 2025Quicken Business & Personal Feature Requests
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  Merged: Invoice payment reminders

  Closed PGLConsultant 1 view 0 comments 2 points Most recent by RobWilk October 2025Quicken Business & Personal Feature Requests
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  QBP: Recurring Invoice Payment Reminders (edited)

  sidewalkboots 42 views 4 comments 3 points Most recent by RobWilk October 2025Quicken Business & Personal Feature Requests
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  QBP: Ability to set a default Invoice 'Due Date' for each Client (edited)

  Active Amnesiac 32 views 2 comments 5 points Most recent by PGLConsultant October 2025Quicken Business & Personal Feature Requests
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  QBP: The "Project" should also print on Invoices (edited)

  Active blamphcore 11 views 3 comments 4 points Most recent by PGLConsultant October 2025Quicken Business & Personal Feature Requests
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  Save account selections on "Bills & Income > Cash Flow" page [edited] (6 Merged Votes)

  In Review abletown2216 1K views 48 comments 94 points Most recent by Dan6912 October 2025Feature Requests
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  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 171 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
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  Can't Connect Banco Popular Puerto Rico EWC (FDP-155)

  Closed areguera 61 views 7 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  When will the Wealthscape/myStreetScape FDP-102 issue be resolved? (edited)

  Answered ✓ Closed tammijew 81 views 3 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Chase Bank (Amazon credit card) failing to re-authenticate connection FDP-350 (edited)

  Closed DryHeat 41 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Can no longer “Select All” in filters

  Closed Coastal 31 views 3 comments 0 points Most recent by Coach Jon October 2025Troubleshooting
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  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 111 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
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  Credit Score feature failure

  Closed Duke0486 21 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Ability to Archive Tags

  Active Mergim 92 views 9 comments 14 points Most recent by MishaM October 2025Feature Requests
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  [ONGOING] 10/14/25: Indiana College Choice 529 returns an FDP-106 error

  Coach Natalie 71 views 1 comment 0 points Most recent by Coach Natalie October 2025Current Online Banking Issues
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  [ONGOING] 10/14/25: Synchrony Store Branded Cards returning an FDP-101 error

  Coach Natalie 74 views 1 comment 0 points Most recent by Coach Natalie October 2025Current Online Banking Issues
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  Ability to update Apple Wallets accounts from the Web App (edited)

  cyberstackn 82 views 5 comments 5 points Most recent by SRC54 October 2025Feature Requests
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  Add a Mileage Tracker for Basic (non-QBP) Users (edited)

  Active TiggerTrainer 31 views 4 comments 4 points Most recent by Dick_Davis October 2025Feature Requests