Recent Discussions

Discussion List

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  PHH Mortgage not updating loan amount

  Closed abcdef 31 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Coaches asking for balances when trying to troubleshoot errors

  Closed strngr12 11 views 1 comment 0 points Most recent by Coach Natalie April 2025Feedback
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  We are unable to connect to APMEX at this time. Care Code: FDP-155

  Closed Batman03 31 views 5 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Add an 'Email' notification for Watchlists (edited)

  Active hyoussef7471 11 views 2 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
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  [ONGOING] 04/14/25: Barclays - Unable to add Savings Accounts

  Coach Jon 291 views 1 comment 0 points Most recent by Coach Natalie April 2025Current Online Banking Issues
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  Merged: Coinbase Does Not Sync

  Closed whyme 1 view 0 comments 0 points Started by whyme April 2025 Report a Bug
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  Coinbase API keys not working

  Closed fastman2 352 views 14 comments 3 points Most recent by Kevin Steinke April 2025Adding and Updating Accounts
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Closed Hackstar18 111 views 5 comments 1 point Most recent by Coach Natalie April 2025Investments
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  Merged: Thrift Savings Plan not updating (FDP-102)

  Closed zjrosenfeld987 61 views 0 comments 0 points Most recent by nickpanarello April 2025Adding and Updating Accounts
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  Bill Connect: Add Quicken/Simplifi Subscription (edited)

  Active Westka 12 views 1 comment 3 points Most recent by Amethyst64 April 2025Report Missing Financial Institution
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  Merged: Paychex Flex

  Closed Joezappie 1 view 0 comments 1 point Started by Joezappie April 2025 Report Missing Financial Institution
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  Apple Card: No More Unlimited Updates

  Closed RobWilk 21 views 1 comment 0 points Most recent by SRC54 April 2025Adding and Updating Accounts
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  Long category names and split transactions on mobile.

  Closed Flopbot 41 views 5 comments 1 point Most recent by Flopbot April 2025Report a Bug
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  Merged: Federal Thrift Savings Plan Error FDP-102

  Closed JAXmultiplat 21 views 0 comments 0 points Most recent by Coach Kristina April 2025Adding and Updating Accounts
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  Merged: Ability to attach PDF’s as attachments/receipts

  Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests
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  Lexus Toyota Financial FDP-105

  Closed JH0 42 views 5 comments 0 points Most recent by JH0 April 2025Adding and Updating Accounts
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  Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

  Closed mariafed 101 views 18 comments 0 points Most recent by Coach Jon April 2025Troubleshooting
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  Invoice to auto-fill e-mail of customer when sending

  Closed JS24 32 views 3 comments 1 point Most recent by Coach Jon April 2025Report a Bug for Quicken Business & Personal
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  Business Categories vs. Personal Categories

  Closed Flopbot 71 views 2 comments 2 points Most recent by Flopbot April 2025Business Categories
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  New Credit Card was stolen (edited)

  Closed futurepotato 81 views 4 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts
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  Can I set custom budget dates in Simplifi?

  Closed thriftytiger101 81 views 10 comments 0 points Most recent by thriftytiger101 April 2025Using the Spending Plan
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  How do I roll over available uncategorized funds month to month?

  Closed Antipode51 41 views 3 comments 0 points Most recent by SRC54 April 2025Using the Spending Plan
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  Is there any way to get rid of Spending Plan?

  Closed sjc314 42 views 4 comments 0 points Most recent by sjc314 April 2025Using the Dashboard
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  Invoice date that has past.

  Closed carterd 11 views 1 comment 0 points Most recent by Coach Jon April 2025Invoices, Estimates, & Sales Receipts
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  2

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  Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)

  Active Max1223 61 views 6 comments 2 points Most recent by Max1223 April 2025Feature Requests
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  Merged: Notes per split transactions

  Closed Chr 1 view 0 comments 1 point Started by Chr April 2025 Feature Requests
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  Problems connecting to Mission Federal Credit Union - FDP-105 error (edited)

  Closed PTHerv 92 views 6 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Spending without affecting the Saved Amount so far is confusing

  Closed tsnyder91 42 views 4 comments 0 points Most recent by DryHeat April 2025Using Savings Goals
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  MFA requests on web app use the default institution name instead of the custom one (edited)

  Closed johnmollberg 52 views 12 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  [ONGOING] 04/09/25: Citi Retail Cards returning FDP-350 error

  Coach Jon 291 views 1 comment 0 points Most recent by Coach Jon April 2025Current Online Banking Issues