Recent Discussions

Discussion List

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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 39 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 14 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 48 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 28 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 21 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Merged: Monthly budget tracker

  Closed Dafelhandler 1 view 0 comments 1 point Most recent by Dafelhandler September 2025Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 203 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Add Notes to Planned Spending Items (edited)

  Active nicko 209 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 38 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 75 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions
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  WaFd consumer account

  Active JayGee 78 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution or Biller
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  Payee - Can’t Find to Correct (edited)

  Closed Dick_Davis 39 views 5 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Web Releases 4.75.0 & 4.75.1

  Closed Coach Natalie 242 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Mobile Releases 5.39.0 - 5.39.2

  Closed Coach Natalie 186 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Spending Plan Redesign: Share your feedback here!

  Closed Coach Natalie 2.8K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 309 views 24 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How to restore default categories

  Answered ✓ Closed SV97 59 views 1 comment 0 points Most recent by Coach Natalie September 2025Categories and Tags
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  notification/alert for finance charges?

  Closed Mook Mook 8 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Savings accounts show up, but can't connect CD accounts (M&T Bank)

  Closed System 51 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  What is the Purpose and benefits of using the Comments Icons (Community)

  Answered ✓ Closed Dick_Davis 53 views 4 comments 0 points Most recent by Dick_Davis September 2025Using the Community
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  Deductible Tracker (edited)

  Active Dick_Davis 3 views 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  Register duplicating entries when changing Reconciliation Type

  Closed The last straw 6 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting
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  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 36 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 685 views 29 comments 47 points Most recent by Intenseapple September 2025Feature Requests
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  Erroneous balance on manual account

  Closed oldit51 71 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts
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  Merged: Deleted Goal Amounts Still Showing in "Amount Saved" Calculation

  Closed Nick S 1 view 0 comments 0 points Most recent by Coach Kristina September 2025Report a Bug
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  M & T still not connecting - FDP-103 (edited)

  Closed doramay 76 views 3 comments 0 points Most recent by doramay September 2025Adding and Updating Accounts
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  Can I add Navigate Retirement Solutions

  Closed KJBay 3 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Can I add EquatePlus that is powered from Computershare

  Closed KJBay 67 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts