Recent Discussions

Discussion List

• 
  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 1.6K views 33 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  FDP-101 error with Insperity (edited)

  Closed SuperBoots 55 views 4 comments 0 points Most recent by SuperBoots October 2025Adding and Updating Accounts
• 
  Reminders – Credit Card Payments [(edited)

  Closed Dick_Davis 51 views 2 comments 0 points Most recent by Dick_Davis October 2025Bills and Income
• 
  Credit Card Bill Statement Balance

  Closed ds824 153 views 11 comments 0 points Most recent by Dick_Davis October 2025Bills and Income
• 
  16

  Up
  Valon Mortgage, Inc - valon.com

  Active JogeeG 683 views 37 comments 16 points Most recent by DaveNH October 2025Report Missing Financial Institution
• 
  1

  Up
  Add Zia Credit Union

  Active MomtheManager 12 views 0 comments 1 point Started by MomtheManager October 2025 Report Missing Financial Institution
• 
  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 1.1K views 53 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 54 views 3 comments 0 points Most recent by RobWilk October 2025Getting Started
• 
  Import from Quicken

  Closed pcc 44 views 1 comment 0 points Most recent by Coach Jon October 2025Feedback
• 
  Nicor Gas - Unable to add biller with new system (edited)

  Closed Ekspain 64 views 7 comments 0 points Most recent by Coach Natalie October 2025Bills and Income
• 
  New Feature Alert: Tax Planner for Quicken Business & Personal!

  Closed Coach Natalie 248 views 1 comment 0 points Most recent by Coach Natalie October 2025Updates From the Product Team
• 
  Web Release 4.80.0

  Closed Coach Natalie 214 views 0 comments 1 point Started by Coach Natalie October 2025 Updates From the Product Team
• 
  4

  Up Down
  Spending Plan Memo Area

  Active Loukas 12 views 0 comments 4 points Started by Loukas October 2025 Feature Requests
• 
  GEICO Biller

  Closed lynchbro 45 views 3 comments 0 points Most recent by EL1234 October 2025Bills and Income
• 
  Check numbers not populated

  Closed lindsayla18 51 views 5 comments 0 points Most recent by SRC54 October 2025Managing Your Transactions
• 
  MetLife insurance market value is wrong

  Closed EricH 14 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  Synchrony branded store cards

  Closed DMC1127 36 views 2 comments 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  Possible Enhancement to Reminders

  Closed PJH 14 views 1 comment 0 points Most recent by DryHeat October 2025Bills and Income
• 
  Merged: Urgent: Track Scheduled Payments

  Closed gr8lakescarter 11 views 0 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
• 
  Unable to go back to prior months in the Spending Plan in new Space (edited)

  Closed lynchbro 42 views 4 comments 0 points Most recent by DryHeat October 2025General Troubleshooting
• 
  Swipe to "Mark as Reviewed" not working on the iOS app

  Closed wilbertseoane 51 views 8 comments 0 points Most recent by SRC54 October 2025Troubleshooting
• 
  Do we get Lifehub free with Simplifi? (edited)

  Closed abernaki 55 views 7 comments 0 points Most recent by RobWilk October 2025Feedback
• 
  Icon for pending transactions to review/clear? (edited)

  Closed lynchbro 52 views 4 comments 0 points Most recent by lynchbro October 2025Managing Your Transactions
• 
  Human Interest FDP-103 (edited)

  Closed mf1192 145 views 19 comments 1 point Most recent by RobWilk October 2025Adding and Updating Accounts
• 
  Emoji Category Support

  Closed DK777 11 views 1 comment 0 points Most recent by Coach Natalie October 2025Categories and Tags
• 
  Merged: Ford Motor Benefits (401k)

  Closed ds824 1 view 0 comments 1 point Started by ds824 October 2025 Report Missing Financial Institution
• 
  1

  Up
  Bill Connect: DTE Energy

  Active ds824 1 view 0 comments 1 point Started by ds824 October 2025 Report Missing Financial Institution
• 
  Add "APCU | Center Parc" - Atlanta Postal Credit Union

  Closed RobWilk 12 views 2 comments 1 point Most recent by RobWilk October 2025Adding and Updating Accounts
• 
  Planned spending report and export

  Closed DCClark 21 views 1 comment 2 points Most recent by RobWilk October 2025Using the Spending Plan
• 
  Merged: Consolidated cashflow

  Closed DCClark 1 view 0 comments 1 point Most recent by RobWilk October 2025Feature Requests