Recent Discussions

Discussion List

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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 221 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  Mobile App: Ability to scroll, zoom, and view multiple pages in attachments (edited)

  Active newuser482 52 views 1 comment 3 points Most recent by Coach Natalie March 5Feature Requests
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  Save last used sort for investments portfolio (edited)

  Active disc2120 11 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
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  Specialized Loan Servicing FDP-102 error (edited)

  Closed RScott 141 views 9 comments 0 points Most recent by Coach Natalie March 5Adding and Updating Accounts
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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 41 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  new investing action suggestions (edited)

  Closed Hornet439 31 views 2 comments 0 points Most recent by neon45 March 5Investments
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  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  Closed L McGregor 61 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting
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  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed Closed simplify39393 162 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 31 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 21 views 0 comments 7 points Most recent by alkaboy March 4Feature Requests
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  ONGOING 3/4/26: HealthEquity Returning $0 Account Balance

  Coach Jon 1.1K views 5 comments 5 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  Vehicle value in Simplifi from KBB doesn't match KBB website

  Closed trewbux 52 views 3 comments 0 points Most recent by SRC54 March 4Adding and Updating Accounts
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  Pending and cleared transaction showing as duplicates in Spending Plan

  Closed RobI 211 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 47 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  "Looking for something on Discover's site?" error when reconnecting Discover account (edited)

  Closed System 242 views 6 comments 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  scheduled transaction transfers not syncing

  Closed kigrgk 22 views 1 comment 0 points Most recent by Coach Natalie March 3Troubleshooting
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  Merged: Voya Error - "You have already added all your accounts at this bank."

  Closed samsonite 1 view 0 comments 0 points Most recent by samsonite March 3Adding and Updating Accounts
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  Customizable invoices and estimates

  Closed CSoehner 31 views 1 comment 0 points Most recent by Coach Natalie March 3Invoices, Estimates, & Sales Receipts
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  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed Closed amak 42 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
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  Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

  Closed Joelbryant1960 150 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts
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  Merged: Cashflow Enhancement

  Closed Dan83 1 view 0 comments 1 point Most recent by Dan83 March 3Feature Requests
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  What does "auto match" use to match transactions?

  Closed System 121 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  Venmo - Care Code: QCS-0429-2 / FDP-103

  Closed belghaya 82 views 1 comment 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  Watchlist monthly projection in day 2 of month is way off

  Closed RobI 41 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 23 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Bill is being skipped

  Closed Jhinkk 192 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
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  Add bank/fintech "Current"

  Active norizelap 31 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  PayPal account does not show most recent posted transactions

  Closed Jrunner01 63 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Bill Connect: Eversource

  Active trewbux 72 views 3 comments 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 1 view 0 comments 0 points Most recent by MishaM March 2Report a Bug