Recent Discussions

Discussion List

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  Numerica Credit Union FDP-106 error (edited)

  Closed nancyg77 29 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 2.6K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  X1 card still giving FDP-187 error

  Closed Julia11 90 views 10 comments 0 points Most recent by Julia11 October 2025Adding and Updating Accounts
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  Notifications Reappearing

  Closed TheReal702 387 views 39 comments 0 points Most recent by RobWilk October 2025Report a Bug
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.8K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2.1K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 28 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 111 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Most recent by colearseneault3 October 2025Feature Requests
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  Unable to view Web App Version from mobile web browser

  Closed System 225 views 17 comments 0 points Most recent by RobWilk October 2025Report a Bug
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 329 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Auto Loan Shows as a Positive Value (edited)

  Closed MikeZ 239 views 10 comments 0 points Most recent by MikeZ October 2025Troubleshooting
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  Simplifi has the worst customer service

  Closed BrandonG 243 views 16 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Dodge & Cox Funds FDP-108 error (edited)

  Closed Matt Anfang 23 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  1

  Up
  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 45 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
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  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 165 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 152 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 31 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 153 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 406 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  15
  Bill Connect: Chase Credit Cards (edited)

  Completed Closed Jaydam 261 views 7 comments 15 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  4

  Up Down
  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 41 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  6

  Up Down
  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 94 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Quicken AI - What is the benefit?

  Closed DannyB 267 views 6 comments 0 points Most recent by SRC54 October 2025Feedback
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  Merged: Can’t connect HealthEquity

  Closed JTubb 1 view 0 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
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  Web Releases 4.78.0 & 4.78.1

  Closed Coach Natalie 253 views 0 comments 1 point Most recent by Coach Natalie October 2025Updates From the Product Team
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  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 47 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  "Notes" cannot be updated from Transactions page

  Closed ag123 35 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  American Express Connection Acting Up But Working

  Closed SRC54 24 views 1 comment 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Year over year Monthly Reports

  Closed DCDaveC 14 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback