Recent Discussions

Discussion List

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  8

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 109 views 5 comments 8 points Most recent by EL1234 July 2025Feature Requests
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  Rules for Exclusions

  Closed Desimo 5 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 263 views 17 comments 1 point Most recent by BrandonG July 2025Adding and Updating Accounts
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  9

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  QBP: Recurring Invoices

  In Review mattbroffman 45 views 2 comments 9 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  3

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  QBP: Separate lines in the Notes field should appear on the Invoice as separate lines (edited)

  Active Marshall01 3 views 1 comment 3 points Most recent by Coach Natalie July 2025Quicken Business & Personal Feature Requests
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  3

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  QBP: Ability to remove the "Pay" part in the Invoice email sent to clients (edited)

  Active truk4u 21 views 3 comments 3 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  Missing Business Categories in QBP

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
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  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2025 Feature Requests
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  No Money to Withdrawal but funds show as Available

  Closed danielkeisling 12 views 1 comment 0 points Most recent by Coach Jon July 2025Using Savings Goals
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2025 Feature Requests
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  3

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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 1 view 0 comments 3 points Started by Marshall01 July 2025 Quicken Business & Personal Feature Requests
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  Santander Credit Card Showing Credit Available Instead of Balance

  Closed Jeremy Young 426 views 82 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Started by Ron4266 July 2025 Managing Your Transactions
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  [ONGOING] 6/18/25: TIAA returning FDP-102 and FDP-106 errors

  Coach Natalie 947 views 1 comment 6 points Most recent by Coach Natalie July 2025Current Online Banking Issues
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  Best Account Update Frequencies within Simplifi

  Answered ✓ Closed Dick_Davis 110 views 11 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Upgrade Quicken plan

  Answered ✓ Closed beepiem 126 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 29 views 1 comment 1 point Most recent by SRC54 July 2025Adding and Updating Accounts
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  Merged: Is there a way to connect EquatePlus?

  Closed nmnmnmnmn 11 views 0 comments 1 point Most recent by nmnmnmnmn July 2025Report Missing Financial Institution
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  Saving Reports with end date = Today

  Closed narystep 1 view 1 comment 1 point Most recent by SRC54 July 2025Feedback
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  Create a Rule with AND condition instead or OR

  Closed geekcred 103 views 12 comments 1 point Most recent by DryHeat July 2025Managing Your Transactions
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  Understanding – Pending in Transaction Activity

  Answered ✓ Closed Dick_Davis 102 views 9 comments 0 points Most recent by Dick_Davis June 2025Adding and Updating Accounts
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  Unable to Import Old Investment Transactions

  Closed g262 32 views 3 comments 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  How to Add YourMortgageOnline - Stockyards Bank

  Closed GoldOnTheCeiling 12 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Web Releases 4.65.0

  Closed Coach Natalie 302 views 0 comments 0 points Started by Coach Natalie June 2025 Updates From the Product Team
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  Corebridge Financial not pulling holdings info

  Closed Mankow 186 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  BMW Financial Services

  Closed OTJoose 22 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  not seeing merchants for credit cards (edited)

  Answered ✓ Closed ronm 16 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
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  AllyBank Auto Loans FDP-103 error (edited)

  Closed countrycloudboy 11 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Refund of my subscription today

  Closed Tutto 53 views 1 comment 0 points Most recent by Coach Kristina June 2025Troubleshooting
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  support Email

  Answered ✓ Closed Tutto 27 views 1 comment 0 points Most recent by Coach Kristina June 2025Troubleshooting