Recent Discussions

Discussion List

• 
  3

  Up Down
  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 53 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
• 
  In App Pop-Ups

  Closed TheReal702 94 views 7 comments 0 points Most recent by TheReal702 December 2025Feedback
• 
  Honda Finance Connection Issues

  Closed xt741258 95 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Reconnecting to my bank only gives the option to add accounts (edited)

  Closed GuerillaTime68 75 views 2 comments 0 points Most recent by GuerillaTime68 December 2025Adding and Updating Accounts
• 
  Add support for State Street Global Advisors accounts

  Closed tcarter72 13 views 1 comment 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Crypto investment transactions are not valid (edited)

  Closed hughcumber 15 views 1 comment 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  3

  Up Down
  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 223 views 7 comments 3 points Most recent by bob303727 December 2025Feature Requests
• 
  3

  Up Down
  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 views 1 comment 1 point Most recent by Jenny T December 2025Feature Requests
• 
  Fidelity Retirement and Investment - Not updating

  Closed lencoh82 180 views 6 comments 0 points Most recent by jrussell271 December 2025Adding and Updating Accounts
• 
  Iowa 529 still won't sync

  Closed Mnew 33 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  "Bank Balance" leads to omission of pending transactions from Cash Flow (edited)

  Closed bob303727 264 views 11 comments 0 points Most recent by bob303727 December 2025Troubleshooting
• 
  1

  Up Down
  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 34 views 1 comment 1 point Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
• 
  Cannot add First Command account - FDP-101/FDP-108 (edited)

  Closed drouetd 1.2K views 84 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Merged: Missing Synchrony login for their new login experience

  Closed cheriebk 1 view 0 comments 1 point Most recent by cheriebk December 2025Report Missing Financial Institution or Biller
• 
  Wealthscape Investor - "Bank is not available" (edited)

  Closed denimike 55 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Web Releases 4.86.0 & 4.86.1

  Closed Coach Natalie 232 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
• 
  1

  Up Down
  QBP: Ability to have more than one Email in a Business (edited)

  Dick_Davis 12 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Add an EIN field to Businesses (edited)

  Dick_Davis 13 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Make the Industry list in Businesses alphabetical (edited)

  Dick_Davis 13 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
• 
  Mobile Release 5.45.0

  Closed Coach Natalie 151 views 0 comments 0 points Most recent by Coach Natalie December 2025Updates From the Product Team
• 
  Just starting again

  Closed Luke2017$ 13 views 1 comment 0 points Most recent by Coach Jon December 2025Introduce yourself!
• 
  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 37 views 1 comment 0 points Most recent by SRC54 December 2025Investments
• 
  How do I contact support? I can't see the blue Icon in the lower right of screen

  Answered ✓ Closed ealbert60 30 views 1 comment 0 points Most recent by Coach Natalie December 2025Troubleshooting
• 
  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  Closed rkjones 56 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 115 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
• 
  How do I use Simplifi

  Closed NoraBelle 84 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
• 
  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Business Reports
• 
  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 93 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
• 
  2

  Up Down
  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests