Recent Discussions

Discussion List

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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Kuhzah 66 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

  sgreenstonenj 207 views 50 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Unable to change the category on a linked refund (edited)

  cloudquick 189 views 26 comments 0 points Most recent by Coach Jon May 15General Troubleshooting
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ DryHeat 28 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Credit Card Interest Details

  SRC54 37 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 646 views 4 comments 4 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 6 views 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
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  National Grid Bill Connect amount not updated in Simplifi (edited)

  MishaM 12 views 1 comment 0 points Most recent by Coach Jon May 15Report a Bug
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  HealthEquity FDP-103

  System 77 views 9 comments 0 points Most recent by glennf14 May 15Adding and Updating Accounts
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  Linking multiple Chase logins (edited)

  JP Mich 20 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
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  NEW 5/15/26: Bank of America returns an FDP-105 error

  Announcement Coach Natalie 114 views 0 comments -1 point Started by Coach Natalie May 15 Current Online Banking Issues
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  Merged: Tsp connection issue

  Closed kingcon1 6 views 0 comments 0 points Started by kingcon1 May 15 Adding and Updating Accounts
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  Switching reports does not render the charts (edited)

  ewd_20834756 17 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
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  1
  Add Coinbase One Card (Credit Card)

  odrocs 96 views 13 comments 1 point Most recent by odrocs May 15Report Missing Financial Institution or Biller
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  SchoolsFirst FDP-103 (edited)

  Tim Etherington 26 views 2 comments 0 points Most recent by Tim Etherington May 14Adding and Updating Accounts
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  4

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  Mobile App: Add a 'By Account' view to Savings Goals (edited)

  Active KP_9 25 views 1 comment 4 points Most recent by KP_9 May 14Feature Requests
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  8
  QBP: Ability to Delete or Archive Businesses (edited)

  Planned mattbroffman 255 views 12 comments 8 points Most recent by DryHeat May 14Quicken Business & Personal Feature Requests
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  DryHeat 116 views 16 comments 0 points Most recent by DryHeat May 14Feedback
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  Web Release 6.19.0

  Closed Coach Natalie 90 views 0 comments 1 point Started by Coach Natalie May 14 Updates From the Product Team
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  Feedback on Dashboard > Investments plus differences between web and app version

  kdwilson 20 views 1 comment 0 points Most recent by Coach Jon May 14Feedback
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  Draft invoices being converted to sent

  sidewalkboots 27 views 3 comments 0 points Most recent by Coach Jon May 14Invoices, Estimates, & Sales Receipts
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  Missing CD accounts with ETrade

  kimjady 24 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  kdwilson 21 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
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  CCBank FDP-103 error

  hawpy 40 views 4 comments 0 points Most recent by hawpy May 14Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 206 views 23 comments 1 point Most recent by ejs May 14Report a Bug
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  Schools First FCU FDP-102 (edited)

  StacyLusk 218 views 15 comments 0 points Most recent by StacyLusk May 14Troubleshooting
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  4

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  Onity Mortgage

  Active Duke0486 68 views 8 comments 4 points Most recent by Duke0486 May 13Report Missing Financial Institution or Biller
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  Unable to save downloaded transaction after adding splits (edited)

  L McGregor 36 views 6 comments 0 points Most recent by DryHeat May 13Feedback
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  26

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  Limited Access with Space Sharing (edited)

  In Review MoneySkeets 500 views 13 comments 26 points Most recent by Shb May 13Feature Requests
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  25

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  Add a "notes" section [edited] (1 Merged Vote)

  Active jfmclaugh 281 views 16 comments 25 points Most recent by Shb May 13Feature Requests