Recent Discussions

Discussion List

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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests
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  Invoice Feedback: Returns

  Closed jonathanstarward 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Invoices, Estimates, & Sales Receipts
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  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  Active robertanthony87 41 views 1 comment 3 points Most recent by sidewalkboots September 2025Quicken Business & Personal Feature Requests
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 128 views 10 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Estimates for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 41 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  New Feature Alert: Estimates for Quicken Business & Personal!

  Closed Coach Natalie 191 views 1 comment 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Merged: "True up" spending plan by comparing to average spend

  Closed Andor 1 view 0 comments 1 point Most recent by Andor September 2025Feature Requests
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 619 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  "Uh Oh. Something isn't quite right here."

  Closed DannyB 47 views 4 comments 0 points Most recent by SRC54 September 2025Feedback
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  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 425 views 25 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 55 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
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  Web App: Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 131 views 6 comments 4 points Most recent by RobWilk September 2025Feature Requests
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  Web Release 4.77.0

  Closed Coach Natalie 222 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Mobile Release 5.40.0

  Closed Coach Natalie 213 views 0 comments -2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 154 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 146 views 12 comments 1 point Most recent by jtb36 September 2025Adding and Updating Accounts
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 122 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
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  QBP: Attach Receipts to Client Invoices [Edited]

  Closed JMWDBA 22 views 3 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feedback
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  Unable to connect my Sallie Mae student loan account - Error Code 927 (edited)

  Closed Huascar 83 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 129 views 15 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Cash Flow Forecast: Inconsistent balance +/- signs between mobile and web

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Nationwide 401k unavailable for over 4 months

  Closed Impending6705 31 views 2 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Missing aidvantage or haven't updated them.

  Closed abernaki 121 views 7 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 74 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 600 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

  Closed kevindavidgreer 1 view 0 comments 1 point Most recent by kevindavidgreer September 2025Feature Requests
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 158 views 11 comments 9 points Most recent by egal September 2025Feature Requests
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  Risks of Using Keep Me Signed In? (edited)

  Closed Dick_Davis 32 views 3 comments 0 points Most recent by Dick_Davis September 2025Getting Started
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  Rules to add tags

  Closed Bill_B 12 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
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  FDP-102 when trying to add Sam’s Credit Card [Edited]

  Closed TimB54 34 views 3 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts