Recent Discussions

Discussion List

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  7

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  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 26 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 64 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 264 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 68 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 282 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 29 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 47 views 1 comment 0 points Most recent by Coach Natalie March 3Invoices, Estimates, & Sales Receipts
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed Closed amak 51 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 200 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 155 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 94 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 50 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
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  1

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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 31 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Bill is being skipped

  Closed Jhinkk 258 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
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  Add bank/fintech "Current"

  Active norizelap 45 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 75 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Bill Connect: Eversource

  Active trewbux 90 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
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 974 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  Merged: Exit Transaction Details Resets to Top of Transaction

  Closed Simpli_User_101 11 views 0 comments 0 points Most recent by SRC54 March 1Managing Your Transactions
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  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  Closed DRenee 65 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts
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  Merged: Watchlist 12‑month average should exclude current partial month

  Closed bfoggie44 1 view 0 comments 1 point Most recent by bfoggie44 March 1Feature Requests
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  Connection Issue with Schools First Federal Credit Union (FDP-106)

  Closed StacyLusk 321 views 2 comments 0 points Most recent by Coach Kristina March 1Adding and Updating Accounts
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  Closed TaWa 562 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
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  6

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  Stifel Investments

  Active Manabikc 241 views 9 comments 6 points Most recent by Sarose March 1Report Missing Financial Institution or Biller
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  Merged: Schools First FCU FDP-106 [Edited]

  Closed StacyLusk 1 view 0 comments 0 points Most recent by Coach Kristina March 1Report a Bug
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  Need an update on Vanguard (edited)

  Closed Jeff C 119 views 4 comments 0 points Most recent by Jeff C March 1Adding and Updating Accounts