Recent Discussions

Discussion List

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  Transaction Activity – Notes not fully displayed (edited)

  Closed Dick_Davis 63 views 8 comments 0 points Most recent by Dick_Davis July 2025Report a Bug
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  Unable to create a 2nd or 3rd space

  Answered ✓ Closed RDL 45 views 4 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  1
  Add a horizontal scroll bar to Reports (edited)

  Already Offered Closed Kseniya 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests
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  4
  Spending Plan: Income should be separate from bills and saving

  Completed Closed Chrobrego 105 views 6 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  [ONGOING] 7/2/25: Truist Bank - Bank Option (BID) Change / FDP-102 error

  Coach Natalie 383 views 2 comments 0 points Most recent by Coach Jon July 2025Current Online Banking Issues
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  Merged: New Spending Plan: Customization of Transaction lists does not "stick"

  Closed DryHeat 1 view 0 comments 0 points Most recent by DryHeat July 2025Using the Spending Plan
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  New Feature Alert: Spending Plan Redesign!

  Closed Coach Natalie 586 views 0 comments 3 points Most recent by Coach Natalie July 2025Updates From the Product Team
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  Merged: New Spending Plan: Sorting Planned Spending expenses does not work correctly

  Closed DryHeat 1 view 0 comments 0 points Most recent by Coach Natalie July 2025Using the Spending Plan
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  Merged: Better Rules Tools

  Closed IWR1 1 view 0 comments 1 point Most recent by IWR1 July 2025Feature Requests
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  Unable to Edit Existing Series

  Closed kilo23 11 views 1 comment 0 points Most recent by kilo23 July 2025Troubleshooting
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  Merged: Per Day Availability

  Closed horchatawhiz 1 view 0 comments 0 points Most recent by horchatawhiz July 2025Feedback
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  Merged: Does anyone find the new Spending Plan UI a pain?

  Closed djob13 11 views 0 comments 0 points Most recent by SRC54 July 2025Feedback
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  Merged: New spending plan with transfers

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 2025Report a Bug
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  Mobile Receipt Scanning/Upload

  Closed aastol 615 views 9 comments 3 points Most recent by aastol July 2025Feedback
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  Merged: Goals with no target date show as due Jan 1970 in the Spending Plan (edited)

  Closed ALavaPulsar 1 view 0 comments 0 points Most recent by ALavaPulsar July 2025Report a Bug
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  Merged: "Other Spending" bubble not accurate

  Closed RTBIII 11 views 0 comments 0 points Most recent by DryHeat July 2025Using the Spending Plan
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  2

  Up Down
  Add a 'Text' option for Notifications (edited)

  Active Mosh 2 views 0 comments 2 points Most recent by Mosh July 2025Feature Requests
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  How to include cash balance in a manual investment account

  Closed Norm6257 79 views 5 comments 0 points Most recent by SRC54 July 2025Investments
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  Past issue with recurring transactions and projected balance still happening? (edited)

  Answered ✓ Closed jaarso 34 views 4 comments 0 points Most recent by Coach Natalie July 2025Getting Started
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  Simplifi Insists that my Checking Account is a Brokerage... Workaround? (edited)

  Closed AndyB 23 views 2 comments 0 points Most recent by AndyB July 2025Feedback
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  Web Release 4.68.0

  Closed Coach Natalie 223 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
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  trying to start my Quicken like I have done for years, and I received this below? What is Happening?

  Answered ✓ Closed swissyankee 21 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  Merged: Banco Popular Error FDP-103 (edited)

  Closed Ed from peerre 1 view 0 comments 0 points Most recent by cvh1921 July 2025Adding and Updating Accounts
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  Raymond James FDP-102 error (edited)

  Closed User-82394762 1 view 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Back on Track

  Closed RobWilk 53 views 2 comments 0 points Most recent by RobWilk July 2025Share your Success!
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  10

  Up Down
  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 94 views 9 comments 10 points Most recent by SRC54 July 2025Feature Requests
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 272 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts
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  How to set up Recurring Income Transactions? (edited)

  Closed Amar_K 62 views 6 comments 0 points Most recent by Amar_K July 2025Bills and Income
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  Reminder- Zero Balance

  Closed TheReal702 32 views 2 comments 0 points Most recent by TheReal702 July 2025Bills and Income
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  Regions Mortgage Error FDP-108 (edited)

  Closed Dick_Davis 16 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts