Recent Discussions

Discussion List

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  Web Release 4.85.0

  Closed Coach Natalie 251 views 0 comments 0 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  Mobile Release 5.44.0

  Closed Coach Natalie 153 views 0 comments 1 point Most recent by Coach Natalie November 2025Updates From the Product Team
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  Merged: Balance Sheet date specific

  Closed RASA 1 view 0 comments 2 points Most recent by moneymoneymoney111 November 2025Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 2 views 0 comments 5 points Most recent by RASA November 2025Feature Requests
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  Merged: Transaction CSV Downloads no Longer Include Split Transaction Data

  Closed Stickboy 1 view 0 comments 0 points Most recent by Stickboy November 2025Report a Bug
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  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 144 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 42 views 5 comments -2 points Most recent by EL1234 November 2025Feature Requests
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  Manually link transfers to each other

  Closed paradisfm 102 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions
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  Merged: User defined duration for watchlists

  Closed nrp06 1 view 0 comments 3 points Most recent by SRC54 November 2025Feature Requests
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  Simplifi helped me justify taking a risk on Refinancing, and it looks like it worked

  Closed RobWilk 43 views 2 comments 3 points Most recent by SRC54 November 2025Share your Success!
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  Cyan colored flag labeled as "Brown" in pick list

  Closed DryHeat 255 views 22 comments 0 points Most recent by DryHeat November 2025Report a Bug
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  Merged: Support for Extended Transaction Details (AKA Extended Details)

  Closed 110011 1 view 0 comments 1 point Most recent by 110011 November 2025Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 1 view 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Merged: Sorting Watchlist in the Mobile App

  Closed William Goicochea 1 view 0 comments 1 point Most recent by William Goicochea November 2025Quicken Business & Personal Feature Requests
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  Target Red Card - FDP-163 error (edited)

  Closed Lemfatale 80 views 6 comments 1 point Most recent by Lemfatale November 2025Adding and Updating Accounts
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  Matthews Asian Funds FDP-102 for 70 days (edited)

  Closed ericharrison83 21 views 4 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  No Consistent TIAA Connectivity for Months - FDP-106 error (edited)

  Closed Strategos 57 views 2 comments 1 point Most recent by shinkyo20 November 2025Adding and Updating Accounts
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  Issues connecting to Citi Cards (edited)

  Closed Mango2024 174 views 4 comments 0 points Most recent by RobWilk November 2025Adding and Updating Accounts
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  Spending plan expenses disappeared (edited)

  Closed Ruonline 21 views 1 comment 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Investments - CVS download

  Closed neon45 41 views 2 comments 0 points Most recent by neon45 November 2025Feedback
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 31 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
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  Advanced Filters not working in the Income & Expense Report

  Closed System 62 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Improve Budgeting Feature

  Closed eteam49ers 75 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 51 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  Adding new Care Credit account FDP-103 error

  Closed brownse1019 42 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 45 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  UBS FDP-103 connection issues - any update? (edited)

  Answered ✓ Closed kash80 33 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  12

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 124 views 7 comments 12 points Most recent by RobWilk November 2025Feature Requests
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  Gobble Up Some Gratitude!

  Closed Coach Natalie 114 views 5 comments 1 point Most recent by DannyB November 2025The Water Cooler