Recent Discussions

Discussion List

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  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Closed Asher 54 views 3 comments 1 point Most recent by Coach Jon December 2025Invoices, Estimates, & Sales Receipts
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  Watchlist amounts are incorrect (edited)

  Closed sidewalkboots 195 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 13 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  American Century Accounts Already Added

  Closed vollmas 137 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 35 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 33 views 0 comments 4 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 604 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Running Balance Column in Account Registers

  Closed Ames.Vannah 100 views 5 comments 2 points Most recent by SRC54 December 2025Feedback
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  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 64 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 154 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 114 views 6 comments 10 points Most recent by penalty3fiber December 2025Feature Requests
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  Projected Cash Flow Does Not Account for Pending Transactions

  Closed Ames.Vannah 86 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
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  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 82 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed Closed HSC 281 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
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  T Rowe Price (FDP-105)

  Closed lwyman 35 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Income Report Mismatched Colors

  Closed yfor11 1 view 0 comments 0 points Most recent by yfor11 December 2025Using Reports
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  Merged: Option to display All Time under Date Range in Reports function

  Closed LiYang 1 view 0 comments 1 point Most recent by LiYang December 2025Feature Requests
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  FDP-192 Error with ComputerShare

  Closed lencoh82 216 views 12 comments 0 points Most recent by MightyIrish December 2025Adding and Updating Accounts
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  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 286 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Advanced Security Needed in addition to simple password

  Closed Billybchampion 62 views 3 comments 1 point Most recent by Coach Jon December 2025Feedback
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  Navy Federal Credit Union Digital Investor accounts missing (edited)

  Closed HTR 140 views 7 comments 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 545 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 105 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  Web Releases 4.87.0 - 4.87.2

  Closed Coach Natalie 222 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 127 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 22 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Connection to CIT bank is not working again

  Closed michaelfurman 62 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York State Deferred Compensation FDP-102 (edited)

  Closed bjohn 33 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  [ONGOING] 12/1/25: Multiple FIs - CP_Server_Error

  Coach Natalie 383 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Merged: Print & Export PDF of the Income & Expense Report feedback

  Closed System 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback