Recent Discussions

Discussion List

• 
  Phone support

  Answered ✓ Closed Gerryd 126 views 2 comments 0 points Most recent by Coach Jon August 2025Feedback
• 
  Is there way to save retirement planning information? (edited)

  Answered ✓ Closed johnnydr4 43 views 2 comments 0 points Most recent by johnnydr4 August 2025Using the Retirement Planner
• 
  Can I Export Investment Transactions? (edited)

  Answered ✓ Closed Sauerbrunndaa 85 views 3 comments 0 points Most recent by Coach Natalie August 2025Investments
• 
  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 32 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
• 
  Add Lake Osceola State Bank (edited)

  Closed Jayme 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

  Answered ✓ Closed sazurb 146 views 1 comment 0 points Most recent by SRC54 August 2025Quicken Business & Personal Feedback
• 
  Navy Federal Credit Union Account Problem

  Closed John Light 34 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  2

  Up Down
  Icons for Transaction Types

  Active Dick_Davis 24 views 2 comments 2 points Most recent by Dick_Davis August 2025Feature Requests
• 
  6

  Up Down
  Add a comparison view to Watchlists (edited)

  Active Max1223 145 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
• 
  Hiding Transactions

  Answered ✓ Closed Billydo 32 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
• 
  Contributing to Savings Goals: Ability to Ignore Individual Contributions

  Closed DannyB 1 view 0 comments 0 points Most recent by DannyB August 2025Using Savings Goals
• 
  24

  Up Down
  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 377 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
• 
  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug
• 
  Merged: Incomplete downloads from Spending Reports

  Closed lwyman 1 view 0 comments 0 points Most recent by lwyman August 2025Report a Bug
• 
  FDP-106 error with Indiana CollegeChoice529 (edited)

  Closed FormerMinter 114 views 4 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Submitting scheduled transaction early

  Closed Amar_K 42 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
• 
  Incorrect Investment Calculations

  Closed lobster flip 12 views 2 comments 0 points Most recent by TheReal702 August 2025Investments
• 
  New Savings Goal with saved so far amount shows "behind" after contributing (edited)

  JesstheGiant 183 views 19 comments 0 points Most recent by Coach Natalie August 2025Troubleshooting
• 
  Wealthsimple [connectivity] works again

  Closed seshwan 78 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Merged: Savings Goal shows "behind" after contributing

  Closed System 1 view 0 comments 0 points Most recent by mf1192 August 2025Report a Bug
• 
  Restoration of Data deletion by mistake

  Closed Palavis 71 views 2 comments 0 points Most recent by Palavis August 2025Troubleshooting
• 
  7

  Up Down
  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 31 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
• 
  Merged: Florida Prepaid College Plan - FDP-103 error

  Closed System 71 views 0 comments 0 points Most recent by rp343 August 2025Adding and Updating Accounts
• 
  32

  Up Down
  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 269 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
• 
  College Savings Iowa 529 - FDP-106

  Closed System 88 views 13 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  US Bank unable to have two separate accounts connected to Simplifi

  Closed E.W. 32 views 5 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  7

  Up Down
  Projected usage graph and notifications for Credit Cards (edited)

  Active scottnliz 87 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Error FDP-103 with Space Coast Credit Union

  Closed EricaH 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 22 views 3 comments 1 point Most recent by Coach Natalie August 2025Feedback
• 
  2

  Up Down
  Download check images from the bank (edited)

  Active Oren 2 views 0 comments 2 points Most recent by Oren August 2025Feature Requests