Recent Discussions

Discussion List

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  new investing action suggestions (edited)

  Closed Hornet439 21 views 2 comments 0 points Most recent by neon45 March 5Investments
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  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  Closed L McGregor 32 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting
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  2
  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed Closed simplify39393 136 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 21 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  7

  Up Down
  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 23 views 0 comments 7 points Most recent by alkaboy March 4Feature Requests
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  ONGOING 3/4/26: HealthEquity Returning $0 Account Balance

  Coach Jon 1K views 5 comments 5 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  Vehicle value in Simplifi from KBB doesn't match KBB website

  Closed trewbux 23 views 3 comments 0 points Most recent by SRC54 March 4Adding and Updating Accounts
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  Pending and cleared transaction showing as duplicates in Spending Plan

  Closed RobI 132 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 32 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  "Looking for something on Discover's site?" error when reconnecting Discover account (edited)

  Closed System 193 views 6 comments 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  scheduled transaction transfers not syncing

  Closed kigrgk 14 views 1 comment 0 points Most recent by Coach Natalie March 3Troubleshooting
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  Merged: Voya Error - "You have already added all your accounts at this bank."

  Closed samsonite 1 view 0 comments 0 points Most recent by samsonite March 3Adding and Updating Accounts
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  Customizable invoices and estimates

  Closed CSoehner 23 views 1 comment 0 points Most recent by Coach Natalie March 3Invoices, Estimates, & Sales Receipts
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed Closed amak 43 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
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  Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

  Closed Joelbryant1960 81 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts
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  Merged: Cashflow Enhancement

  Closed Dan83 1 view 0 comments 1 point Most recent by Dan83 March 3Feature Requests
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  What does "auto match" use to match transactions?

  Closed System 76 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  Venmo - Care Code: QCS-0429-2 / FDP-103

  Closed belghaya 57 views 1 comment 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  ONGOING 12/31/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Coach Jon 1.3K views 7 comments 8 points Most recent by Coach Natalie March 3Current Online Banking Issues
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  Watchlist monthly projection in day 2 of month is way off

  Closed RobI 23 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
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  1

  Up Down
  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 12 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Bill is being skipped

  Closed Jhinkk 134 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
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  1

  Up
  Add bank/fintech "Current"

  norizelap 33 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  PayPal account does not show most recent posted transactions

  Closed Jrunner01 59 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  1

  Up
  Bill Connect: Eversource

  trewbux 40 views 3 comments 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 123 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 1 view 0 comments 0 points Most recent by MishaM March 2Report a Bug
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 710 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  Merged: Exit Transaction Details Resets to Top of Transaction

  Closed Simpli_User_101 11 views 0 comments 0 points Most recent by SRC54 March 1Managing Your Transactions
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  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  Closed DRenee 38 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts