Recent Discussions

Discussion List

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  Missing aidvantage or haven't updated them.

  Closed abernaki 61 views 7 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 47 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 507 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

  Closed kevindavidgreer 1 view 0 comments 1 point Most recent by kevindavidgreer September 2025Feature Requests
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 132 views 11 comments 9 points Most recent by egal September 2025Feature Requests
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  Risks of Using Keep Me Signed In? (edited)

  Closed Dick_Davis 31 views 3 comments 0 points Most recent by Dick_Davis September 2025Getting Started
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  Rules to add tags

  Closed Bill_B 11 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
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  FDP-102 when trying to add Sam’s Credit Card [Edited]

  Closed TimB54 23 views 3 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  SoFi Roth Linked But No Transactions

  Closed MikeZ 1 view 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 4 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  Merged: Link Investment Contribution Transactions to Savings Goals

  Closed MikeZ 1 view 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  Merged: Lost 1000s of entries. Simplifi snapshots needed,

  Closed matthew.martin_x 31 views 0 comments 3 points Most recent by Dick_Davis September 2025Feature Requests
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  roommate's portion of rent (edited)

  Answered ✓ Closed TK_25 44 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income
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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 1 view 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 2 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  Feedback on Projects, Tasks, and Billing

  Closed JMWDBA 31 views 2 comments 0 points Most recent by JMWDBA September 2025Quicken Business & Personal Feedback
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  Merged: Category Rule based on Payee and Account used to pay

  Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 121 views 3 comments 0 points Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 285 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts
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  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 190 views 10 comments 0 points Most recent by DryHeat September 2025Using Savings Goals
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 77 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 668 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 26 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
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  FDP-109: Macy’s Connection Not Working, Reset Not Helping

  Closed nmnmnmnmn 62 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  I'm unable to connect my Progressive car insurance bill (edited)

  Closed rajarajan31 102 views 4 comments 0 points Most recent by Coach Natalie September 2025Bills and Income
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  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 15 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
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  Recent Update Unlinked Bills from Bill Connect (edited)

  Closed BigDogg 113 views 10 comments 1 point Most recent by Coach Jon September 2025Bills and Income
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 388 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  [ONGOING] 9/12/25: Sallie Mae Bank & Sallie Mae Loan return an FDP-105 error

  Coach Natalie 298 views 1 comment 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues