Recent Discussions

Discussion List

• 
  0

  Up Down
  Transaction Rules for automatically deleting transactions (edited)

  Active RobWilk 69 views 7 comments 0 points Most recent by SRC54 March 17Feature Requests
• 
  Everbank - FDP-101 error

  Closed lencoh82 130 views 11 comments 0 points Most recent by lencoh82 March 16Adding and Updating Accounts
• 
  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Closed Thomas56 284 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
• 
  ONGOING 3/16/26: Rocket Mortgage (Mr. Cooper) - Loan Account Showing Paid Off / $0

  Coach Natalie 147 views 1 comment 0 points Most recent by Coach Jon March 16Current Online Banking Issues
• 
  "You have already added all your accounts" message with Manulife Bank of Canada (edited)

  Closed Marlun 147 views 6 comments 0 points Most recent by Marlun March 16Adding and Updating Accounts
• 
  Savings Goals: Last decimal place is truncated sometimes

  Closed ajbopp 80 views 4 comments 1 point Most recent by Coach Natalie March 16Report a Bug
• 
  2

  Up
  Corebridge 401k through Alight (edited)

  Active MCQ 26 views 0 comments 2 points Started by MCQ March 16 Report Missing Financial Institution or Biller
• 
  American Express FDP-101 error (edited)

  Closed JKT 38 views 1 comment 0 points Most recent by SRC54 March 16Adding and Updating Accounts
• 
  Suggestions - collapsing categories, & narrow screen [Edited]

  Closed TanyaL 82 views 8 comments 1 point Most recent by SRC54 March 16Feedback
• 
  Corebridge Financial 401k with Alight

  Closed MCQ 25 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
• 
  Merged: 102 error with Stash (edited)

  Closed fguerrero 1 view 0 comments 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
• 
  Savings Goals won't recognize date

  Closed Aloveyu2 20 views 1 comment 0 points Most recent by Coach Kristina March 15Troubleshooting
• 
  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 11 views 0 comments 4 points Most recent by Dre March 15Feature Requests
• 
  0

  Up Down
  Stop disallowing screenshots on Pixel devices or other Android devices

  Active schwoeg1? 59 views 2 comments 0 points Most recent by DryHeat March 15Feature Requests
• 
  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 16 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
• 
  Balances and transactions out of sync

  Closed ChrisWT314 67 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
• 
  Is there a way to stay abreast of Simplifi improvements but screen out Quicken updates?

  Closed ChattMatt 132 views 8 comments 0 points Most recent by DryHeat March 15Feedback
• 
  6
  Reports - Rollup third level category to second level and then top level

  Completed Closed RickS 77 views 5 comments 6 points Most recent by Coach Kristina March 14Feature Requests
• 
  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 189 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
• 
  Merged: Improve RSU handling

  Closed nopenopenopenopenope 1 view 0 comments 1 point Started by nopenopenopenopenope March 14 Feature Requests
• 
  6

  Up Down
  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 109 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
• 
  Search By Check Number

  Closed John Kostenbader 52 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
• 
  Merged: Add "credit card payment" category to planned expense categories

  Closed jaywilk 1 view 0 comments 1 point Started by jaywilk March 13 Feature Requests
• 
  6

  Up Down
  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 274 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests
• 
  1

  Up Down
  QBP: Ability to upload documents to clients, projects, and items (edited)

  Active Mortimer Duke 3 views 0 comments 1 point Started by Mortimer Duke March 13 Quicken Business & Personal Feature Requests
• 
  New User. Best way to set up slush funds?

  Answered ✓ Closed Becca H 75 views 5 comments 0 points Most recent by KP_9 March 13Getting Started
• 
  Vancity URL Change

  Closed Marlun 74 views 5 comments 0 points Most recent by Coach Jon March 13Adding and Updating Accounts
• 
  Unable to get help from support for problems (edited)

  Closed Frustrated 76 views 2 comments 2 points Most recent by Frustrated March 13Feedback
• 
  What's the difference between a Question and Discussion?

  Answered ✓ Closed Mortimer Duke 63 views 3 comments 0 points Most recent by Coach Jon March 13Using the Community
• 
  How to set the next invoice number?

  Answered ✓ Closed Mortimer Duke 60 views 2 comments 0 points Most recent by Coach Natalie March 13Invoices, Estimates, & Sales Receipts