Recent Discussions

Discussion List

• 
  CSV file upload issue

  Closed pom 42 views 4 comments 1 point Most recent by pom October 2025Troubleshooting
• 
  How to find total cost for investment page?

  Closed bccoleman 25 views 1 comment 0 points Most recent by DannyB October 2025Investments
• 
  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests
• 
  Invoice Feedback: Returns

  Closed jonathanstarward 12 views 1 comment 0 points Most recent by Coach Natalie September 2025Invoices, Estimates, & Sales Receipts
• 
  3

  Up Down
  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 34 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
• 
  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 76 views 10 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  [ONGOING] 09/16/25: American Express returns FDP-401 error

  Coach Jon 1K views 1 comment 2 points Most recent by Coach Natalie September 2025Current Online Banking Issues
• 
  Estimates for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 41 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
• 
  New Feature Alert: Estimates for Quicken Business & Personal!

  Closed Coach Natalie 197 views 1 comment 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Merged: "True up" spending plan by comparing to average spend

  Closed Andor 1 view 0 comments 1 point Most recent by Andor September 2025Feature Requests
• 
  49

  Up Down
  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 519 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
• 
  "Uh Oh. Something isn't quite right here."

  Closed DannyB 48 views 4 comments 0 points Most recent by SRC54 September 2025Feedback
• 
  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 296 views 25 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  $275k fictitious loss on NVIDIA today

  Closed hjanum 51 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
• 
  3

  Up Down
  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 103 views 6 comments 3 points Most recent by RobWilk September 2025Feature Requests
• 
  Web Release 4.77.0

  Closed Coach Natalie 224 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Mobile Release 5.40.0

  Closed Coach Natalie 192 views 0 comments -2 points Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 100 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
• 
  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 116 views 12 comments 1 point Most recent by jtb36 September 2025Adding and Updating Accounts
• 
  11

  Up Down
  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 123 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
• 
  QBP: Attach Receipts to Client Invoices [Edited]

  Closed JMWDBA 29 views 3 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feedback
• 
  Unable to connect my Sallie Mae student loan account - Error Code 927 (edited)

  Closed Huascar 73 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Unable to add American Express CD account (edited)

  Closed MagosDante 102 views 15 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Cash Flow Forecast: Inconsistent balance +/- signs between mobile and web

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Troubleshooting
• 
  Nationwide 401k unavailable for over 4 months

  Closed Impending6705 22 views 2 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Missing aidvantage or haven't updated them.

  Closed abernaki 56 views 7 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 43 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
• 
  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 494 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
• 
  Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

  Closed kevindavidgreer 1 view 0 comments 1 point Most recent by kevindavidgreer September 2025Feature Requests
• 
  8

  Up Down
  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 132 views 11 comments 8 points Most recent by egal September 2025Feature Requests