Recent Discussions

Discussion List

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  Refresh not working for Fidelity and Vanguard (edited)

  Closed richards_1025 64 views 5 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  After my last update, my Porfolio was no longer available (edited)

  Closed Mbb#3992122 5 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Replace current investment acts with new investment acts that have full cash acct capabilities

  Closed RTK 38 views 3 comments 0 points Most recent by Coach Natalie July 2025Feedback
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  Merged: will transfer verification deposits be withdrawn?

  Closed dcleck 1 view 0 comments 0 points Most recent by DryHeat July 2025Using Transfers
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 105 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Payments/Deposits in Investment Accounts

  Closed RTK 68 views 3 comments 0 points Most recent by RTK July 2025Feedback
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  4
  Change the order of the "Planning" section in new navigation menu (edited)

  Obsolete Closed DannyB 53 views 7 comments 4 points Most recent by DannyB July 2025Feature Requests
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  SIMPLIFI Personal and Business - stripe is not an option to add?

  Closed MStar 32 views 2 comments 0 points Most recent by MStar July 2025Managing Businesses
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  12

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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 65 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
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  2

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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 42 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  Set up mortgage as a Recurring Transfer or Recurring Bill?

  Closed mamerica 48 views 2 comments 0 points Most recent by DryHeat July 2025Bills and Income
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  Mobile Releases 5.34.0 & 5.34.1

  Closed Coach Natalie 291 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
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  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 40 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 42 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Merged: Indicate chronological progress in Planned Spending

  Closed eli_shafer 1 view 0 comments 1 point Most recent by eli_shafer July 2025Feature Requests
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  Merged: TIAA not connecting for over one month! Care code: FDP-155

  Closed ams-chicago 141 views 0 comments 1 point Most recent by carbonj July 2025Adding and Updating Accounts
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  Why are transaction downloads are becoming more problematic?

  Closed dtnowell01 51 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Security Federal Savings Bank - IN - FDP-390 (edited)

  Closed wyattladd 34 views 6 comments 0 points Most recent by wyattladd July 2025Adding and Updating Accounts
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  0

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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 13 views 0 comments 0 points Most recent by azs0018 July 2025Feature Requests
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  Merged: Fidelity Account Connection Issues

  Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 2025Adding and Updating Accounts
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  7

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 86 views 5 comments 7 points Most recent by Coach Kristina July 2025Feature Requests
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  Quicken Simplifi in Europe (edited)

  Answered ✓ Closed sasso 142 views 2 comments 0 points Most recent by Coach Kristina July 2025Quicken Business & Personal Feedback
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  Classic Starter Version and Savings Goals

  Closed KJKRUSE 11 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting
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  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 54 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags
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  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Most recent by Karin C July 2025Feature Requests
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  "Opening Balance" transaction category?

  Closed ejs 77 views 7 comments 0 points Most recent by ejs July 2025Managing Your Transactions
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  12

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  Ability to Share Reports (edited)

  Active Matt C 190 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
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  American Express - FDP-378 for 15 days now

  Closed HotDog10101 2 views 2 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  The Community Meetup - July 2025 Edition

  Closed Coach Natalie 145 views 4 comments 1 point Most recent by DryHeat July 2025The Community Meetup Newsletter
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  2

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  Ability to Withdraw from Savings Goal in Prior Month (edited)

  Active azs0018 11 views 0 comments 2 points Most recent by azs0018 July 2025Feature Requests