Recent Discussions

Discussion List

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  Merged: Missing Synchrony login for their new login experience

  Closed cheriebk 1 view 0 comments 1 point Most recent by cheriebk December 2025Report Missing Financial Institution or Biller
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  Wealthscape Investor - "Bank is not available" (edited)

  Closed denimike 61 views 3 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Web Releases 4.86.0 & 4.86.1

  Closed Coach Natalie 231 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
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  QBP: Ability to have more than one Email in a Business (edited)

  Active Dick_Davis 12 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  QBP: Add an EIN field to Businesses (edited)

  Active Dick_Davis 12 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  QBP: Make the Industry list in Businesses alphabetical (edited)

  Active Dick_Davis 11 views 0 comments 1 point Most recent by Dick_Davis December 2025Quicken Business & Personal Feature Requests
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  Mobile Release 5.45.0

  Closed Coach Natalie 151 views 0 comments 0 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  Just starting again

  Closed Luke2017$ 11 views 1 comment 0 points Most recent by Coach Jon December 2025Introduce yourself!
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  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 32 views 1 comment 0 points Most recent by SRC54 December 2025Investments
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  How do I contact support? I can't see the blue Icon in the lower right of screen

  Answered ✓ Closed ealbert60 33 views 1 comment 0 points Most recent by Coach Natalie December 2025Troubleshooting
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  Teacher Retirement System of Texas Doesn't Connect (Finicity 170 error)

  Closed rkjones 62 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 122 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  How do I use Simplifi

  Closed NoraBelle 82 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Business Reports
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 92 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 175 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 21 views 0 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Totally confused with the name

  Closed Norm6257 101 views 2 comments 0 points Most recent by SRC54 December 2025Quicken Business & Personal Feedback
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  Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

  Closed jskup 82 views 4 comments 0 points Most recent by jskup December 2025Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 571 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  Can I separate my Simplifi and Quicken into two different accounts?

  Answered ✓ Closed turtle 162 views 2 comments 0 points Most recent by turtle December 2025Troubleshooting
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  Simplifi Business & Personal Information

  Closed Dick_Davis 41 views 2 comments 1 point Most recent by Dick_Davis December 2025Getting Started
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 322 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 111 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 152 views 6 comments 9 points Most recent by SRC54 December 2025Feature Requests
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  Bill Connect: Costco Not Connecting

  Closed TiggerTrainer 261 views 18 comments 0 points Most recent by Coach Jon December 2025Bills and Income
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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 713 views 20 comments 63 points Most recent by patate1684 December 2025Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  Active jwphillips 42 views 2 comments 4 points Most recent by SRC54 December 2025Feature Requests