Recent Discussions

Discussion List

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  14

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  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 122 views 5 comments 14 points Most recent by Coach Natalie September 2025Feature Requests
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  FDP-192 error with Coastal Federal Credit Union (edited)

  Closed mclaugpa 31 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Merged: Change Account Types

  Closed kst 1 view 0 comments 1 point Started by kst September 2025 Feature Requests
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  Merged: BUG REPORT - Simplifii iPhone Mobile APP - SEARCH RESULTS INCOMPLETE

  Closed fromawayme 1 view 0 comments 0 points Started by fromawayme September 2025 Report a Bug
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  Merged: Search/Filter not displaying all transactions on mobile (edited)

  Closed debandrich 31 views 0 comments 0 points Most recent by The Merg September 2025Report a Bug
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  Merged: Accounts Able to do Attachments (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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  4

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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 11 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  15

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  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 351 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution
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  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 21 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 42 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 211 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  College Savings Plan of Maryland FDP-106 error (edited)

  Closed Sinfonia2010 222 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Merged: Income & Expense Report Misalignment Issue in Data Panel

  Closed DannyB 1 view 0 comments 0 points Started by DannyB September 2025 Report a Bug
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  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 22 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
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  Thrivent Financial Returning the FDP-101

  Closed Dick_Davis 21 views 2 comments 1 point Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Unable to connect BMO Bank of Montreal (Error 103)

  Closed jdavidson 41 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Issue with Discover Bank and MFA (edited)

  Closed bbord 51 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.73.0

  Closed Coach Natalie 251 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Merrill FDP-105 error (edited)

  Closed System 1 view 2 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Mobile Releases 5.38.0 - 5.38.2

  Closed Coach Natalie 181 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Banco Popular Puerto Rico FDP-185/FDP-102 error

  Closed System 152 views 27 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Invoice personalization

  Closed sidewalkboots 41 views 2 comments 0 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feedback
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  Why can't I select a past date when creating a Recurring Series? (edited)

  Answered ✓ Closed mm1234567 22 views 1 comment 1 point Most recent by Coach Natalie September 2025Bills and Income
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  I am not downloading the app - I need the telephone number for support (edited)

  Closed ihatethis 21 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Persistent 324 error with Fidelity (edited)

  Closed FBOL 1.1K views 84 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  2

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  QBP: Need longer field for invoice number (edited)

  sidewalkboots 11 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Merged: Rule to split transaction (edited)

  Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots September 2025 Feature Requests
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 41 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 553 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests