Recent Discussions

Discussion List

• 
  I like the software but would love a few improvements!

  Closed LucyTheCat 26 views 1 comment 0 points Most recent by DannyB June 2025Feedback
• 
  Merged: Forecast

  Closed Karahartley 1 view 0 comments 0 points Most recent by Karahartley June 2025Feature Requests
• 
  Deleted Recurring Series Not Deleting

  Closed jflores11 76 views 8 comments 0 points Most recent by Coach Jon June 2025Report a Bug
• 
  Tracking Sales Tax on Personal Transactions - Is it worth it?

  Closed Flopbot 186 views 18 comments 0 points Most recent by DannyB June 2025The Water Cooler
• 
  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 418 views 3 comments 0 points Most recent by Coach Jon June 2025Getting Started
• 
  Web Release 4.61.0

  Closed Coach Natalie 262 views 0 comments 0 points Most recent by Coach Natalie June 2025Updates From the Product Team
• 
  We want your feedback on the Balance Sheet Report!

  Closed Coach Natalie 470 views 9 comments 0 points Most recent by Coach Natalie June 2025Quicken Business & Personal Feedback
• 
  Missing Transactions - Alliant Credit Union

  Closed Z3r0XG 12 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  Bill Paid Notification says "less than" when it should say "more than" and vice versa (edited)

  Closed System 272 views 31 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
• 
  Voya Financial FDP-106

  Closed dfclark68 94 views 10 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 19 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
• 
  Auto Release of Funds Doesn’t Work

  Closed housetr 13 views 1 comment 0 points Most recent by Coach Natalie June 2025Using the Spending Plan
• 
  Improve category management (edited)

  Closed jimvano 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feedback
• 
  Nationwide Retirement Solutions returns FDP-106 error (edited)

  Closed Abby-left-mint 31 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  Coinbase Account Holdings Not Accurate

  Closed whyme 629 views 38 comments 4 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  New Coinbase OAuth connection only has 1 account

  Closed System 103 views 9 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  Social Security deposits

  Closed JBudney 67 views 3 comments 1 point Most recent by DannyB June 2025Bills and Income
• 
  How should gains in my 401K be categorized?

  Closed bmac 66 views 3 comments 0 points Most recent by DannyB June 2025Investments
• 
  Merged: Add notes to each split detail

  Closed N. Shah 1 view 0 comments 2 points Most recent by Max1223 June 2025Feature Requests
• 
  How to add account Voya mutual funds

  Closed larry 14 views 1 comment 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
• 
  Merged: Ability to bulk-forget "Deleted" transactions so they can be re-imported

  Closed zbsh 1 view 0 comments 1 point Most recent by zbsh May 2025Feature Requests
• 
  3

  Up Down
  Make it more obvious when filters are applied to the register (edited)

  Active BigEquator 11 views 2 comments 3 points Most recent by Coach Kristina May 2025Feature Requests
• 
  Rename and Hide mandatory business categories

  Closed jimvano 23 views 1 comment 1 point Most recent by Flopbot May 2025Business Categories
• 
  Simplify Subscriptions expired / No notice received / No option to renew

  Closed RXC 81 views 5 comments 0 points Most recent by RXC May 2025Troubleshooting
• 
  Apple Wallet Accounts not Showing Up - RESOLVED

  Closed Boston Doug 11 views 1 comment 0 points Most recent by Boston Doug May 2025Adding and Updating Accounts
• 
  Cash flow projected balance is incorrect

  Closed Katie Keith 33 views 3 comments 0 points Most recent by Flopbot May 2025Projected Cash Flow
• 
  Merged: Income and Expense Report error

  Closed MikeW 1 view 0 comments 0 points Most recent by Technomutt May 2025Report a Bug
• 
  Add two Cap One credit card accounts with different logins (edited)

  Closed Kenobi 74 views 3 comments 0 points Most recent by Kenobi May 2025Adding and Updating Accounts
• 
  1

  Up Down
  Settings>Accounts: Sort the 'Manual Accounts' section with open accounts first (edited)

  Active ejs 1 view 0 comments 1 point Most recent by ejs May 2025Feature Requests
• 
  0

  Up Down
  Add Support for Canadian Billers (edited)

  Active debbeh 1 view 0 comments 0 points Most recent by debbeh May 2025Feature Requests