Recent Discussions

Discussion List

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  FDP-101 error with Insperity (edited)

  Closed SuperBoots 66 views 4 comments 0 points Most recent by SuperBoots October 2025Adding and Updating Accounts
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  Reminders – Credit Card Payments [(edited)

  Closed Dick_Davis 53 views 2 comments 0 points Most recent by Dick_Davis October 2025Bills and Income
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  Credit Card Bill Statement Balance

  Closed ds824 164 views 11 comments 0 points Most recent by Dick_Davis October 2025Bills and Income
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  Valon Mortgage, Inc - valon.com

  Active JogeeG 706 views 37 comments 16 points Most recent by DaveNH October 2025Report Missing Financial Institution or Biller
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  Add Zia Credit Union

  Active MomtheManager 51 views 0 comments 1 point Most recent by MomtheManager October 2025Report Missing Financial Institution or Biller
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  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 1.1K views 53 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 55 views 3 comments 0 points Most recent by RobWilk October 2025Getting Started
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  Import from Quicken

  Closed pcc 51 views 1 comment 0 points Most recent by Coach Jon October 2025Feedback
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  Nicor Gas - Unable to add biller with new system (edited)

  Closed Ekspain 62 views 7 comments 0 points Most recent by Coach Natalie October 2025Bills and Income
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  New Feature Alert: Tax Planner for Quicken Business & Personal!

  Closed Coach Natalie 255 views 1 comment 0 points Most recent by Coach Natalie October 2025Updates From the Product Team
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  Web Release 4.80.0

  Closed Coach Natalie 211 views 0 comments 1 point Most recent by Coach Natalie October 2025Updates From the Product Team
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  Spending Plan Memo Area

  Active Loukas 12 views 0 comments 4 points Most recent by Loukas October 2025Feature Requests
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  GEICO Biller

  Closed lynchbro 52 views 3 comments 0 points Most recent by EL1234 October 2025Bills and Income
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  Check numbers not populated

  Closed lindsayla18 55 views 5 comments 0 points Most recent by SRC54 October 2025Managing Your Transactions
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  MetLife insurance market value is wrong

  Closed EricH 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Synchrony branded store cards

  Closed DMC1127 42 views 2 comments 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Possible Enhancement to Reminders

  Closed PJH 21 views 1 comment 0 points Most recent by DryHeat October 2025Bills and Income
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  Unable to go back to prior months in the Spending Plan in new Space (edited)

  Closed lynchbro 54 views 4 comments 0 points Most recent by DryHeat October 2025General Troubleshooting
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  Merged: Urgent: Track Scheduled Payments

  Closed gr8lakescarter 11 views 0 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
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  Swipe to "Mark as Reviewed" not working on the iOS app

  Closed wilbertseoane 52 views 8 comments 0 points Most recent by SRC54 October 2025Troubleshooting
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  Do we get Lifehub free with Simplifi? (edited)

  Closed abernaki 62 views 7 comments 0 points Most recent by RobWilk October 2025Feedback
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  Icon for pending transactions to review/clear? (edited)

  Closed lynchbro 65 views 4 comments 0 points Most recent by lynchbro October 2025Managing Your Transactions
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  Human Interest FDP-103 (edited)

  Closed mf1192 153 views 19 comments 1 point Most recent by RobWilk October 2025Adding and Updating Accounts
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  Emoji Category Support

  Closed DK777 11 views 1 comment 0 points Most recent by Coach Natalie October 2025Categories and Tags
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  Merged: Ford Motor Benefits (401k)

  Closed ds824 1 view 0 comments 1 point Most recent by ds824 October 2025Report Missing Financial Institution or Biller
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  Bill Connect: DTE Energy

  Active ds824 1 view 0 comments 1 point Most recent by ds824 October 2025Report Missing Financial Institution or Biller
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  Add "APCU | Center Parc" - Atlanta Postal Credit Union

  Closed RobWilk 15 views 2 comments 1 point Most recent by RobWilk October 2025Adding and Updating Accounts
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  Planned spending report and export

  Closed DCClark 26 views 1 comment 2 points Most recent by RobWilk October 2025Using the Spending Plan
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 14 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting
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  Merged: Consolidated cashflow

  Closed DCClark 1 view 0 comments 1 point Most recent by RobWilk October 2025Feature Requests