Recent Discussions

Discussion List

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  Ability to hide cents for accounts in the Accounts List (edited)

  Active Donnie S 81 views 4 comments 4 points Most recent by bobthemoneyguy September 11Feature Requests
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  Web Release 6.36.0

  Closed Coach Natalie 180 views 0 comments 0 points Started by Coach Natalie September 11 Updates From the Product Team
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  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 53 views 2 comments 7 points Most recent by surelyshirly September 11Report Missing Financial Institution or Biller
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  Mobile app - can we get a New Transaction button on the opening screen?

  DavidB 50 views 2 comments 0 points Most recent by DavidB September 11Feedback
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  Reports are not saving table column customizations (edited)

  cyberstackn 101 views 5 comments 2 points Most recent by Coach Natalie September 11Troubleshooting
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  New Feature Alert: Spending Dashboard

  Announcement Closed Coach Natalie 883 views 2 comments 0 points Most recent by Coach Natalie September 11Updates From the Product Team
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  Stuck in a duplicate account loop - deleting won't fix it because the name is corrupted at the bank

  Sunshine26 71 views 7 comments 0 points Most recent by Coach Aldair September 10Troubleshooting
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  St Paul Federal Credit Union FDP-101 (edited)

  ericmn 70 views 4 comments 0 points Most recent by Coach Aldair September 10Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 424 views 27 comments 0 points Most recent by The Merg September 10Investments
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  Mobile Release 6.36.0

  Closed Coach Natalie 150 views 0 comments 0 points Started by Coach Natalie September 10 Updates From the Product Team
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  Disable built-in transaction renaming (edited)

  Dognose 210 views 17 comments 1 point Most recent by Dognose September 10Managing Your Transactions
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  Nymeo FCU: FDP-175 Error after September 2026 Core System Upgrade

  pj1953 141 views 5 comments 0 points Most recent by Coach Aldair September 10Adding and Updating Accounts
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  How to delete a client and associated invoices

  Mortimer Duke 70 views 7 comments 0 points Most recent by Coach Natalie September 10General Troubleshooting
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  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 2.5K views 51 comments 198 points Most recent by n2it September 9Feature Requests
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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 972 views 17 comments 36 points Most recent by n2it September 9Feature Requests
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  Holdings have disappeared from my Netx Investor account

  phlsphr 91 views 5 comments 0 points Most recent by Coach Natalie September 9Adding and Updating Accounts
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 112 views 5 comments 8 points Most recent by teresalcarroll September 9Feature Requests
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  Live oak Bank Care Code: FDP-103

  tjipz 110 views 5 comments 0 points Most recent by Coach Aldair September 9Adding and Updating Accounts
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  Renamed category not auto categorizing

  disc2120 40 views 1 comment 0 points Most recent by Coach Aldair September 9Troubleshooting
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  Feedback - Ads in Simplifi

  Closed nmcmahon1215 111 views 3 comments 4 points Most recent by Austin@ September 9Feedback
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  New Watchlist Algorithm for "Projected" and "This Month"? (edited).

  Answered NavyGolf 140 views 9 comments 0 points Most recent by Coach Natalie September 9Using Watchlists
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  Mobile App: Better Notification management from the Dashboard (edited)

  Active Kanda 122 views 4 comments 7 points Most recent by Coach Natalie September 9Feature Requests
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 92 views 3 comments 14 points Most recent by SRC54 September 9Feature Requests
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  GM Financial Auto Loan - Double 2FA Codes During Login and Updates (edited)

  trd716 70 views 4 comments 0 points Most recent by trd716 September 9Adding and Updating Accounts
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  How to "select all" in a filter so I can then uncheck a few boxes to exclude them from the search?

  Answered Closed KB2014 50 views 3 comments 0 points Most recent by KB2014 September 9Managing Your Transactions
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  Goldman Sachs 401k FDP-103 (edited)

  Closed FinTechMan 90 views 4 comments 0 points Most recent by FinTechMan September 8Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.7K views 55 comments 42 points Most recent by Coach Natalie September 8Feature Requests
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  QBP: Allow Transaction Rules to be applied to Stripe Accounts (edited)

  Active SmittyVA 31 views 0 comments 2 points Started by SmittyVA September 8 Quicken Business & Personal Feature Requests
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  Canadian currency conversion to USD (edited)

  Active the_scottster 141 views 2 comments 4 points Most recent by Coach Natalie September 8Feature Requests
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  Linked loan account with TCT FCU has an inverse balance (positive instead of negative) [edited]

  Closed austinwest 60 views 3 comments 0 points Most recent by Coach Aldair September 8Report a Bug