Recent Discussions

Discussion List

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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 178 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Link Reminders to manual transaction entries

  Closed mlemon 26 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 242 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 13 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 446 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
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  New Synchrony Login 11/3/2025

  Closed Antoun 125 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 23 views 2 comments 7 points Most recent by PGLConsultant November 2025Feature Requests
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 14 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 33 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  New User

  Closed DaveVT 108 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Nested categories in Simplifi don't show up correctly in [planned spend]

  Closed jordanhb 92 views 9 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 305 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.82.0

  Closed Coach Natalie 241 views 0 comments 1 point Most recent by Coach Natalie November 2025Updates From the Product Team
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  Add Tax Form 4684

  Active gpolkga 3 views 0 comments 2 points Most recent by gpolkga November 2025Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 840 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  How is Bill Connect supposed to handle the next (not current) credit card payment?

  Closed DryHeat 296 views 20 comments 1 point Most recent by DryHeat November 2025Bills and Income
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  1
  Bill Connect: Costco for membership renewal (edited)

  Completed Closed RajOnTrack 62 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  Bill Connect: Microsoft Office 365 (OneDrive)

  Active TiggerTrainer 2 views 0 comments 1 point Most recent by TiggerTrainer November 2025Report Missing Financial Institution or Biller
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 43 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: FDP-108 from Honda Financial Services

  Closed John Dressel 1 view 0 comments 0 points Most recent by John Dressel November 2025Report a Bug
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  Feature Request: Enable Screenshots on Android (as a Free Marketing Tool)

  Closed rosachin21k 75 views 5 comments 2 points Most recent by Coach Natalie November 2025Feedback
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  I am frustrated with this product

  Closed dmherm 77 views 5 comments 0 points Most recent by SRC54 November 2025Feedback
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  New Feature Alert: Advanced Transaction Rules!

  Closed Coach Natalie 817 views 3 comments 3 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  Price increase on subscription

  Closed Deb in Bend 140 views 3 comments 1 point Most recent by Coach Natalie November 2025Feedback
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  Portfolio Report

  Closed Adanac 34 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  Ascensus FDP-102 error

  Closed System 181 views 17 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Where is (or is) credit score on QBP?

  Answered ✓ Closed RobWilk 13 views 1 comment 0 points Most recent by RobWilk November 2025Business Reports
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  Merged: Rules should apply to imported transactions

  Closed Heros K2 1 view 0 comments 2 points Most recent by RobWilk November 2025Feedback
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  Backup prior to import?

  Answered ✓ Closed jude_est 85 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Health Equity Passkey/FDP-101 (edited)

  Closed cjbruns10 1K views 11 comments 2 points Most recent by Coach Kristina November 2025Adding and Updating Accounts