Recent Discussions

Discussion List

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  Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

  Closed pastchief8 46 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Still receiving new bill e-mails after having dataset deleted (edited)

  Closed TheReal702 58 views 7 comments 0 points Most recent by Coach Jon February 25Troubleshooting
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  Duplicate transactions with reversed amounts (edited)

  Closed tannerhodges 52 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Fidelity accounts holdings messed up this morning (edited)

  Closed SRC54 78 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  ONGOING 2/25/26: Synchrony Bank & Synchrony Store-Branded Cards returning an FDP-103 error

  Coach Natalie 1K views 4 comments 1 point Most recent by Coach Natalie February 25Current Online Banking Issues
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  QBP: Ability to run reports using just invoices, not transactions (edited)

  Active epbiz 17 views 0 comments 1 point Most recent by epbiz February 24Quicken Business & Personal Feature Requests
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  Unable to add Synchrony Store Cards to Simplifi

  Closed cyberstackn 1.4K views 37 comments 2 points Most recent by Coach Natalie February 24Adding and Updating Accounts
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  Net worth will not update after adding manual mortgage account

  Closed kingcon1 94 views 3 comments 0 points Most recent by Coach Jon February 24Troubleshooting
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  can't add Etrade Bank CD

  Closed jterning 229 views 8 comments 0 points Most recent by Coach Jon February 24Adding and Updating Accounts
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  Merged: can't connect to Etrade

  Closed jterning 1 view 0 comments 0 points Most recent by jterning February 24Adding and Updating Accounts
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  Coinbase / Stock Symbol Mixup

  Closed MatthewR 47 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts
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  Nationwide Retirement Account Can't Connect NRSFORU.com (FDP-6000)

  Closed jrylee 57 views 1 comment 0 points Most recent by Coach Jon February 24Adding and Updating Accounts
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  Transfer linked to transaction from last month (edited)

  Closed System 50 views 6 comments 0 points Most recent by Coach Natalie February 24Troubleshooting
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  Aimloan connection not working (1415 Finicity error)

  Closed kmorkos 62 views 5 comments 1 point Most recent by Coach Natalie February 24Adding and Updating Accounts
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  Merged: Rules are not being applied sometimes for CSV import

  Closed Randy1234 4 views 0 comments 0 points Most recent by Randy1234 February 24Report a Bug
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  getting field errors when editing existing transaction rules (edited)

  Closed Randy1234 90 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 563 views 21 comments 9 points Most recent by EL1234 February 24Feature Requests
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  Add Tractor Supply Credit Card

  In Review Vaughan 951 views 24 comments 16 points Most recent by jwk February 24Report Missing Financial Institution or Biller
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  Please add Simplot Credit Union and delete Simplot Employees Credit Union

  Closed 86shadow 24 views 2 comments 1 point Most recent by Coach Jon February 23Adding and Updating Accounts
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  Real Estate Business

  Closed en-chuan 18 views 1 comment 0 points Most recent by Coach Jon February 23Quicken Business & Personal Feedback
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  Reminders aren't updating for Amex card using Bill Connect for Credit Cards (edited)

  Closed trewbux 168 views 3 comments 0 points Most recent by Coach Jon February 23Bills and Income
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  "Projected spend" keeps changing from where I set it

  Closed ClaireD 26 views 1 comment 0 points Most recent by Coach Jon February 23Troubleshooting
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  Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

  Closed mm18 169 views 19 comments 0 points Most recent by Coach Jon February 23Adding and Updating Accounts
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  FirstBank of Colorado FDP-7500 error (edited)

  Closed JDB 158 views 17 comments 0 points Most recent by Coach Jon February 23Adding and Updating Accounts
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  CarMax Auto Finance FDP-108

  Closed joat 143 views 9 comments 0 points Most recent by Coach Natalie February 23Adding and Updating Accounts
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  Merged: Reports - Compare to last year

  Closed bsg 1 view 0 comments 1 point Most recent by bsg February 23Feature Requests
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  Transaction Split feature not working properly

  Closed Asher 114 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
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  I have a manual account, Other Asset, that still shows a $0.00 balance

  Closed System 2 views 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug
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  Change category default list to current.

  Closed dtorg1955 32 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
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  Amazon Synchrony FDP-103

  Closed System 38 views 2 comments 0 points Most recent by Coach Kristina February 22Adding and Updating Accounts