Recent Discussions

Discussion List

• 
  Unable to Connect Acorns Account (11000 error)

  Closed csolutions 102 views 6 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 31 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Multiple Issues - Alerts Not Clearing, Achievements Reset Improperly

  Closed stacyvance 12 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
• 
  15

  Up Down
  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 170 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
• 
  FDP-192 error with Coastal Federal Credit Union (edited)

  Closed mclaugpa 32 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Merged: Change Account Types

  Closed kst 1 view 0 comments 1 point Most recent by kst September 2025Feature Requests
• 
  Merged: BUG REPORT - Simplifii iPhone Mobile APP - SEARCH RESULTS INCOMPLETE

  Closed fromawayme 1 view 0 comments 0 points Most recent by fromawayme September 2025Report a Bug
• 
  Merged: Accounts Able to do Attachments (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
• 
  4

  Up Down
  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 12 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
• 
  15

  Up
  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 386 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution or Biller
• 
  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 54 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
• 
  1

  Up Down
  Add a Liquid Cash Flow Report (edited)

  BlueGrits 41 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
• 
  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 259 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
• 
  College Savings Plan of Maryland FDP-106 error (edited)

  Closed Sinfonia2010 274 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Merged: Income & Expense Report Misalignment Issue in Data Panel

  Closed DannyB 1 view 0 comments 0 points Most recent by DannyB September 2025Report a Bug
• 
  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 39 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
• 
  Rules – Add Additional Items (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
• 
  Thrivent Financial Returning the FDP-101

  Closed Dick_Davis 21 views 2 comments 1 point Most recent by Dick_Davis September 2025Adding and Updating Accounts
• 
  Unable to connect BMO Bank of Montreal (Error 103)

  Closed jdavidson 67 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Issue with Discover Bank and MFA (edited)

  Closed bbord 76 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Web Release 4.73.0

  Closed Coach Natalie 252 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Merrill FDP-105 error (edited)

  Closed System 12 views 2 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Mobile Releases 5.38.0 - 5.38.2

  Closed Coach Natalie 192 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Banco Popular Puerto Rico FDP-185/FDP-102 error

  Closed System 262 views 27 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Invoice personalization

  Closed sidewalkboots 64 views 2 comments 0 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feedback
• 
  Why can't I select a past date when creating a Recurring Series? (edited)

  Answered ✓ Closed mm1234567 81 views 1 comment 1 point Most recent by Coach Natalie September 2025Bills and Income
• 
  I am not downloading the app - I need the telephone number for support (edited)

  Closed ihatethis 22 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
• 
  Persistent 324 error with Fidelity (edited)

  Closed FBOL 1.4K views 84 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  2

  Up Down
  QBP: Need longer field for invoice number (edited)

  sidewalkboots 33 views 1 comment 2 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
• 
  Merged: Rule to split transaction (edited)

  Closed sidewalkboots 1 view 0 comments 1 point Most recent by sidewalkboots September 2025Feature Requests