Recent Discussions

Discussion List

• 
  Why is there always a popup that says "New App Available - Refresh to load?"

  Closed eperker 11 views 1 comment 1 point Most recent by Coach Jon September 2025Troubleshooting
• 
  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
• 
  Merged: Refund showing in Projected Cash Flow of the wrong account (edited)

  Closed Marcus 11 views 0 comments 0 points Most recent by Marcus September 2025Report a Bug
• 
  Merged: Ascensus is still not working

  Closed tragicview 1 view 0 comments 0 points Started by tragicview September 2025 Adding and Updating Accounts
• 
  Merged: VENMO still not working - Care Code: request-body-field-unsupported (edited)

  Closed fromawayme 1 view 0 comments 0 points Started by fromawayme September 2025 Report a Bug
• 
  Is Quicken ever going to be able to connect to TIAA again?

  Closed stevenschwartz 62 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Spending Plan - No Budgeting Bills?

  Closed c2clear 81 views 6 comments 0 points Most recent by c2clear September 2025Using the Spending Plan
• 
  print reports in Simplifi?

  Closed Leopoldcondo 21 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
• 
  Merged: "Transactions found" banner blocking view in mobile app

  Closed ejs 1 view 0 comments 0 points Started by ejs September 2025 Report a Bug
• 
  Merged: Account Details

  Closed Jason Smith 1 view 0 comments 1 point Started by Jason Smith September 2025 Feature Requests
• 
  Last Transaction not shown in iOS app in account view

  Closed SRC54 21 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Stripe > transaction stuck on Pending

  Closed fcb 51 views 5 comments 0 points Most recent by fcb September 2025General Troubleshooting
• 
  Merged: Limitations in Spending Report

  Closed lwyman 1 view 0 comments 0 points Most recent by SRC54 September 2025Categories and Tags
• 
  Nordstrom Card transactions are reversed - debits are credits and credits are debits

  Closed humby3 62 views 1 comment 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Can't add account Washington State DRS - FDP-101 (edited)

  Closed updog 22 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Slim selection of Billers to link to Bills

  Closed Sauerbrunndaa 81 views 6 comments -1 point Most recent by Coach Natalie September 2025Bills and Income
• 
  2

  Up Down
  QBP: Ability to view Projected Income for Clients/Projects (edited)

  cloudquick 21 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
• 
  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 1 view 1 comment 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 81 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
• 
  Check number field being modified

  Closed rblevow 11 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
• 
  [ONGOING] 07/01/25: Mercedes-Benz Financial returning FDP-102, FDP-103, & FDP-105 errors

  Coach Jon 41 views 3 comments 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
• 
  [ONGOING] 8/21/25: Slavic 401k returns an FDP-105 error

  Coach Natalie 41 views 1 comment 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
• 
  I find this very hard to work with

  Closed DudeInCO 61 views 7 comments 0 points Most recent by SRC54 September 2025Feedback
• 
  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 72 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
• 
  Statement Reconciliation Work Around

  Closed Dick_Davis 92 views 3 comments 1 point Most recent by Dick_Davis September 2025Share your Success!
• 
  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 22 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 21 views 1 comment 0 points Most recent by Coach Jon September 2025Getting Started
• 
  Unable to Connect Acorns Account (11000 error)

  Closed csolutions 74 views 6 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 21 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Multiple Issues - Alerts Not Clearing, Achievements Reset Improperly

  Closed stacyvance 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback