Recent Discussions

Discussion List

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  Merged: SallieMae

  Closed Benny 1 view 0 comments 0 points Started by Benny September 2025 Adding and Updating Accounts
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  Merged: Can I mark a closed account as manual and link it to a live account?

  Closed Matt Anfang 1 view 0 comments 1 point Started by Matt Anfang September 2025 Feature Requests
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 185 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 94 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Transaction activity headers missing on mobile (edited)

  Closed TommyS 31 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting
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  QBP: Include Project Name in Estimates (edited)

  cloudquick 1 view 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Merged: FDP-103 with Human Interest

  Closed System 1 view 0 comments 0 points Most recent by mf1192 September 2025Adding and Updating Accounts
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  Merged: FDP-103 for Human Interest 401k - Still Not Resolved

  Closed danz740 1 view 0 comments 0 points Started by danz740 September 2025 Adding and Updating Accounts
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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 1.8K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How long can a Pending Transaction Remain in this State (4.76.0)

  Closed Dick_Davis 21 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 31 views 6 comments 0 points Most recent by Dick_Davis September 2025Quicken Business & Personal Feedback
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  Merged: “Unspent” Planned Spending

  Closed scottishbaribone 1 view 0 comments 1 point Started by scottishbaribone September 2025 Feature Requests
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 541 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 336 views 19 comments 8 points Most recent by Dick_Davis September 2025Feature Requests
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 21 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 54 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
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  Thrivent financial MFA issue

  Closed mglam2304 21 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Issue Importing CSV into Checking Account

  Closed Gotay 31 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Combine Reports and the Transactions table

  Active AZSharps 41 views 3 comments 6 points Most recent by Coach Natalie September 2025Feature Requests
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  Merged: Treat Vanguard Cash Plus accounts as Banking/Checking

  Closed LiveMusicMike 1 view 0 comments 1 point Started by LiveMusicMike September 2025 Feature Requests
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 51 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Why is the transaction categorization so... bad?

  Closed Dognose 75 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  FDP-401 connecting to Amex

  Closed davidcwalls 141 views 4 comments 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 53 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Unable to add my Stash account (102 error)

  Closed jgcandle 31 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 202 views 8 comments 24 points Most recent by Thursday September 2025Feature Requests
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  Transactions pending from Chase for over a week

  Closed Oogway 61 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 31 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 11 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 21 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests