Recent Discussions

Discussion List

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  "Everything else" in the Spending report on mobile is missing transactions (edited)

  Randy17485 169 views 16 comments 0 points Most recent by dsfreddy June 20Report a Bug
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  Can't add Vanguardplan (managed by Ascensus)

  tryingtosimpli 27 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts
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  Unable to connect to D.A. Davidson. FDP-102 or FDP-105

  mwatson 25 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts
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  How do you add a business that you purchase products from? (edited)

  Answered ✓ THOMAS CAVANAUGH 46 views 1 comment 0 points Most recent by Coach Natalie June 19General Troubleshooting
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  Merged: HealthEquity/WageWorks (FDP-192)

  Closed epanike 11 views 0 comments 0 points Started by epanike June 19 Adding and Updating Accounts
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  Thrift Savings Plan FDP-102 error (edited)

  Sarah S. 608 views 31 comments 1 point Most recent by Coach Natalie June 19Adding and Updating Accounts
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 50 views 6 comments 0 points Most recent by Coach Natalie June 19Report a Bug for Quicken Business & Personal
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  Excluding Prior Year Tax Payments

  jfclague 30 views 1 comment 0 points Most recent by Coach Jon June 18Tax Planner
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  Can keyboard Arrow keys be used to step through the transactions activity list?

  Answered ✓ Micky1701 20 views 1 comment 0 points Most recent by Coach Jon June 18Managing Your Transactions
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  Apple Cash account balance incorrect on Iphone after latest update

  Pmrussell892 1.8K views 95 comments 0 points Most recent by Coach Jon June 18Adding and Updating Accounts
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  Morgan Stanley Line of Credit Now Shows As Asset Not Liability

  SashaMike 35 views 2 comments 0 points Most recent by SashaMike June 18Adding and Updating Accounts
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  PayPal Credit, MasterCard and Crypto - STILL Missing Transactions

  djb230elk 140 views 7 comments 2 points Most recent by Coach Jon June 18Adding and Updating Accounts
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  Please add my.vanguardplan.com (Ascensus) [edited]

  Rob Davis 21 views 1 comment 1 point Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 125 views 4 comments 6 points Most recent by Par2020 June 18Feature Requests
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  Web Release 6.24.0

  Closed Coach Natalie 200 views 0 comments 0 points Started by Coach Natalie June 18 Updates From the Product Team
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  QBP: Ability to preset the Due Date for Invoices (edited)

  Completed Amnesiac 105 views 5 comments 7 points Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
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  QBP: Web App: Ability to share invoices and estimates via text (edited)

  Active Emily1320! 31 views 4 comments 1 point Most recent by Coach Natalie June 18Quicken Business & Personal Feature Requests
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  Transaction export is missing notes field (edited)

  James-0401 30 views 1 comment 0 points Most recent by Coach Jon June 18Troubleshooting
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  QBP: Add tax status, tax id number, and hourly rate to client details (edited)

  Active Emily1320! 15 views 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
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  Merged: Create PO number feature on invoicing & estimates

  Closed Emily1320! 5 views 0 comments 1 point Started by Emily1320! June 18 Quicken Business & Personal Feature Requests
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  QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code

  Active Marshall01 40 views 1 comment 7 points Most recent by Emily1320! June 18Quicken Business & Personal Feature Requests
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  [ONGOING] 6/4/26: Robinhood returns an FDP-101 error

  Coach Natalie 196 views 1 comment 0 points Most recent by Coach Jon June 18Current Online Banking Issues
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  Cenlar FSB - FDP-155 error / Cenlar (Finicity) - 103 error (edited)

  Bill N 64 views 3 comments 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

  Andor 51 views 3 comments 0 points Most recent by Coach Jon June 17Report a Bug
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  Please add OpenBank by Santander

  Active StephenB 1.7K views 64 comments 71 points Most recent by Dan23 June 17Report Missing Financial Institution or Biller
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  Mobile Releases 6.24.0 & 6.24.1

  Closed Coach Natalie 183 views 0 comments 0 points Started by Coach Natalie June 17 Updates From the Product Team
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  Why do the Bills + Subscriptions + Transfers not add up correctly in the Spending Plan?

  msanders93 47 views 4 comments 0 points Most recent by SRC54 June 17Troubleshooting
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  duplicate transactions still showing

  Closed nspi15 140 views 10 comments 0 points Most recent by nspi15 June 16Feedback
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  Add Spending Bubbles inside of each "Planned Spend" if there are sub-categories involved.

  Active msanders93 18 views 0 comments 1 point Started by msanders93 June 16 Feature Requests
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  Closed techie001 48 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts