Recent Discussions

Discussion List

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  USAA Transactions STILL Not Updating

  Closed Celest78 35 views 1 comment 0 points Most recent by Coach Natalie January 28Adding and Updating Accounts
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  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
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  Target Circle Card transactions category keeps changing on me

  Closed msl2424 43 views 11 comments 0 points Most recent by Coach Jon January 28Managing Your Transactions
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  Simple analysis added to Reports (edited)

  Active chae1020 34 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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  Manually entered investment account - how to update balance? (edited)

  Answered ✓ Closed luthergail 89 views 4 comments 0 points Most recent by luthergail January 28Adding and Updating Accounts
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  Balance in Investment portfolio page is incorrect (edited)

  Closed Shahar 13 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts
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  Deleting My Account

  Closed TheReal702 57 views 6 comments 0 points Most recent by TheReal702 January 27Troubleshooting
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  Cannot sync Venmo FDP-102

  Closed Jrunner01 1.8K views 55 comments 6 points Most recent by Coach Natalie January 27Adding and Updating Accounts
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  Fidelity HSA account no longer added to Simplifi

  Closed mariafed 63 views 3 comments 0 points Most recent by Coach Natalie January 27Adding and Updating Accounts
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  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
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  Request Paychex Flex for 401k

  In Review Up2theRight 835 views 27 comments 20 points Most recent by stl01 January 27Report Missing Financial Institution or Biller
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  Merged: Cash Management Accounts (CMA) Are Broken in Simplifi

  Closed FlyingAround 11 views 0 comments 1 point Most recent by FlyingAround January 27Feature Requests
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  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 33 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
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  Unable to [export] Investment account transactions

  Closed wck_austin 3 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  No connection to multiple banks (edited)

  Closed ruthanneclarkjcp 62 views 8 comments 0 points Most recent by Coach Jon January 26Adding and Updating Accounts
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  Web Release 4.91.0

  Closed Coach Natalie 232 views 0 comments 0 points Most recent by Coach Natalie January 26Updates From the Product Team
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  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 74 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

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

  Closed pastchief8 25 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts
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  QBP: Number Coding Categories (aka Chart of Accounts) [edited]

  Helomav 25 views 1 comment 1 point Most recent by Helomav January 26Quicken Business & Personal Feature Requests
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  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
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  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 70 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  How do I Add a Prudential account to Quicken Classic?

  Answered ✓ Closed yudi 1 view 1 comment 0 points Most recent by Coach Jon January 26Adding and Updating Accounts
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  QBP: Ability to link miles in the Mileage Tracker to clients/projects for invoicing (edited)

  Active Eeesa 3 views 0 comments 2 points Most recent by Eeesa January 26Quicken Business & Personal Feature Requests
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  Bill Connect: Pepco

  Ted F 33 views 2 comments 1 point Most recent by Ted F January 26Report Missing Financial Institution or Biller
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  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
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  [ONGOING] 8/5/25: Multiple College Savings Plans returning an FDP-103 error

  Coach Jon 514 views 4 comments 1 point Most recent by Coach Jon January 26Current Online Banking Issues
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  Missing workflow

  Closed ruthanneclarkjcp 43 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions
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  Implement Passkeys (edited)

  Active AzMurph 635 views 30 comments 34 points Most recent by Tiki_Rum_Lover January 26Feature Requests
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  Issue when editing recurring transaction

  Closed SamM 31 views 3 comments 0 points Most recent by SRC54 January 26Troubleshooting