Recent Discussions

Discussion List

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  Mobile App: Show Income before Bills on Cash Flow when both land on the same day

  Active Pmrussell892 141 views 5 comments 8 points Most recent by stacyvance June 2025Feature Requests
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  College Savings Iowa 529 plan no longer connecting - FDP-103 (edited)

  Closed Mnew 201 views 6 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Simplifi Projected cash flow for retirees, best practices

  Answered ✓ Closed Bobf 61 views 4 comments 0 points Most recent by DryHeat June 2025Projected Cash Flow
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  Add a Referral Program (edited)

  Active mattwikse 223 views 2 comments 8 points Most recent by Money_Mister June 2025Feature Requests
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  Merged: Referral Program

  Closed Money_Mister 1 view 0 comments 1 point Started by Money_Mister June 2025 Feature Requests
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  401k and target

  Closed GeoFisher 111 views 15 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Custom colors

  Closed Cris C 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Abbott Laboratories Employee Credit Union (ALEC)

  Active Erin088 35 views 2 comments 2 points Most recent by AshGauthier June 2025Report Missing Financial Institution
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  Merged: Fix/readd Abbott Laboratories Employee Credit Union (ALECU)

  Closed AshGauthier 1 view 0 comments 1 point Started by AshGauthier June 2025 Report Missing Financial Institution
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  How to get default categories back? (edited)

  Closed Dick_Davis 211 views 13 comments 0 points Most recent by Bwithey327 June 2025Troubleshooting
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  Error Code: FDP-6000 and FDP-102 with Space Coast Credit Union (edited)

  Closed EricaH 72 views 9 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Merged: Bug - Reports: Refund Tracker

  Closed stacyvance 1 view 0 comments 0 points Started by stacyvance June 2025 Report a Bug
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  [ONGOING] 06/09/25: Nationwide Annuity, Insurance or Retirement (401k/403b) returns FDP-105 error

  Coach Jon 191 views 1 comment 2 points Most recent by Coach Jon June 2025Current Online Banking Issues
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  Web Releases 4.64.0 & 4.64.1

  Closed Coach Natalie 271 views 0 comments 1 point Started by Coach Natalie June 2025 Updates From the Product Team
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  Mobile Release 5.33.0

  Closed Coach Natalie 181 views 0 comments -1 point Started by Coach Natalie June 2025 Updates From the Product Team
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 22 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Quicken accounts won't link to builder after Bestbuy addressed issues with hacker

  Closed Laura987654321 11 views 1 comment 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  How to treat Unreimbursed Partnership Expenses

  Answered ✓ Closed azevin 11 views 1 comment 0 points Most recent by Coach Kristina June 2025Categories and Tags
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 31 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  Sweeping "left at end of month" Into... ?

  Closed DannyB 11 views 0 comments 0 points Started by DannyB June 2025 The Water Cooler
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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 11 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Help to choose the right program

  Closed oldpro 11 views 1 comment 1 point Most recent by Coach Kristina June 2025Introduce yourself!
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 11 views 0 comments 4 points Started by phixed June 2025 Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 2025 Feature Requests
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 71 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
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  CFCU Community Credit Union (edited)

  Closed TD Allen 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Portfolio / Update Just says "Connecting" and is stuck

  Closed CitrusGal 1 view 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Vanguard Connection problem - FDP-390 error (edited)

  Closed Taylor S 211 views 14 comments 0 points Most recent by dbert721 June 2025Adding and Updating Accounts
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  Unable to connect to AXOS (edited)

  Closed Motherof7 21 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts