Recent Discussions

Discussion List

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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 43 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
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  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 216 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  201

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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 3.5K views 72 comments 201 points Most recent by PhoenixV November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 1 view 0 comments 1 point Most recent by PhoenixV November 2025Feature Requests
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  BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

  Closed andrewbr 65 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Cash Flow graphic on iPad? (edited)

  Answered ✓ Closed VernDosch 25 views 1 comment 0 points Most recent by Coach Natalie November 2025Feedback
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 1 view 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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  Robinhood Banking Issues

  Closed sccpu3d 65 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Betterment connection not working (FDP-103/request-body-field-unsupported)

  Closed gsong 79 views 5 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Adding back tag field to spending report

  Closed zipfamily 92 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 33 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 169 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 521 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  When will Nelnet be an available integration?

  Answered ✓ Closed dunnnw 342 views 2 comments 1 point Most recent by dunnnw November 2025Adding and Updating Accounts
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  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 84 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Comenity/Bread Financial

  Closed RKothari 11 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Asked to upgrade to business inside of QBP

  Closed RobWilk 23 views 2 comments 0 points Most recent by RobWilk November 2025Quicken Business & Personal Feedback
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  Does editing an individual reminder change the "Exact Amount" setting for that one?

  Closed RobWilk 262 views 15 comments 0 points Most recent by RobWilk November 2025Bills and Income
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  Quicken Simplifi - Stripe Workflow Question

  Answered ✓ Closed GuerillaTime68 185 views 7 comments 0 points Most recent by DryHeat November 2025General Troubleshooting
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  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.5K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
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  Issues with 1st Security Bank of WA (FDP-103 / FDP-2102)

  Closed Sstrico 287 views 22 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 35 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  Closed dtorg1955 11 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi shows stock attributes for some Coinbase coins

  Closed dtorg1955 24 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 620 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 952 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 95 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 118 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 327 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  USAA - Missing Transactions (edited)

  Closed DryHeat 210 views 13 comments -1 point Most recent by DryHeat November 2025Adding and Updating Accounts