Recent Discussions

Discussion List

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  Numerica Credit Union FDP-106 error (edited)

  Closed nancyg77 21 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.8K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  X1 card still giving FDP-187 error

  Closed Julia11 71 views 10 comments 0 points Most recent by Julia11 October 2025Adding and Updating Accounts
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  Notifications Reappearing

  Closed TheReal702 292 views 39 comments 0 points Most recent by RobWilk October 2025Report a Bug
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.6K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 1.9K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 21 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 82 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
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  can't add Etrade Bank CD

  Closed jterning 71 views 6 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Started by colearseneault3 October 2025 Feature Requests
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  3

  Up Down
  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 92 views 10 comments 3 points Most recent by Coach Marcus October 2025Feature Requests
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  Unable to view Web App Version from mobile web browser

  Closed System 182 views 17 comments 0 points Most recent by RobWilk October 2025Report a Bug
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 251 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Auto Loan Shows as a Positive Value (edited)

  Closed MikeZ 115 views 10 comments 0 points Most recent by MikeZ October 2025Troubleshooting
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  Simplifi has the worst customer service

  Closed BrandonG 181 views 16 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Dodge & Cox Funds FDP-108 error (edited)

  Closed Matt Anfang 21 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 31 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution
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  Editing linked transfer deletes one side of transaction

  ejs 102 views 4 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Issues with bulk un-excluding transactions

  System 111 views 11 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 61 views 6 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 124 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
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  Savings Goals: Last decimal place is truncated sometimes

  ajbopp 33 views 3 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Transaction History Settings

  UrsulaA 634 views 22 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Reports using Tags bug or unexpected behavior

  Max1223 111 views 8 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 141 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 61 views 7 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  "Calm and In Control" achievements not working for me

  RobWilk 161 views 17 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 21 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution
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  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 142 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 372 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution