Recent Discussions

Discussion List

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  People’s Trust Company

  Active Grsmith9118 1 view 0 comments 1 point Started by Grsmith9118 March 2025 Report Missing Financial Institution
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Started by USAviator March 2025 Feature Requests
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  Error in the planned spending calculation?

  Closed amynkerr 11 views 1 comment 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Merged: Target Card Issue

  Closed ericmn 1 view 0 comments 0 points Most recent by ericmn March 2025Adding and Updating Accounts
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  Upcoming update for Citibank retail branded credit cards

  Closed Coach Natalie 485 views 0 comments 2 points Started by Coach Natalie March 2025 Announcements
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  Midflorida credit union FDP-102 error for past few months

  Closed A P 12 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  How to track net worth over time? (edited)

  Answered ✓ Closed Olio 35 views 1 comment 0 points Most recent by RobWilk March 2025Getting Started
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  Unable to connect to Nordstrom Visa or Numerica Credit Union

  Closed nancyg77 37 views 1 comment 1 point Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Coinbase Broken on Simplifi for over a year

  Closed sami 175 views 1 comment 3 points Most recent by sami March 2025Adding and Updating Accounts
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  Taxes Report is missing data for certain date ranges (edited)

  Closed fcb 837 views 116 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Are we able to connect with Coinbase's new API yet?

  Closed B_H 196 views 3 comments 2 points Most recent by A P March 2025Adding and Updating Accounts
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  Switching from Simplifi to Simplifi Business & Personal (edited)

  Closed TTT4646 429 views 13 comments 0 points Most recent by DryHeat March 2025Quicken Business & Personal Feedback
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  Merged: Target Red card not connecting properly

  Closed FutureEye 1 view 0 comments 0 points Most recent by FutureEye March 2025Adding and Updating Accounts
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  Merged: Ability to Default Account Folding and Order

  Closed danielwhite8425 1 view 0 comments 1 point Started by danielwhite8425 March 2025 Feature Requests
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  Connection Error - American Express (Finicity)

  Closed 5thompson 379 views 45 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Merged: Transaction linking to goals

  Closed Jaiden 1 view 0 comments 1 point Started by Jaiden March 2025 Feature Requests
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  Missing transactions

  Closed todd.r.king61 144 views 16 comments 0 points Most recent by DryHeat March 2025Report a Bug
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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 12 views 0 comments 6 points Started by DryHeat March 2025 Feature Requests
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  Add an "overspent" visual cue to Planned Spending (edited)

  Active jsy42 40 views 2 comments 8 points Most recent by Flopbot March 2025Feature Requests
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 1 view 0 comments 1 point Started by MtnCreed March 2025 Feature Requests
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  Eastern Savings Bank FDP-163

  Closed Sarah M 43 views 7 comments 0 points Most recent by michaelkin March 2025Adding and Updating Accounts
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  12

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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 745 views 20 comments 12 points Most recent by barncrow March 2025Feature Requests
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  Ark7 FDP-103 error (edited)

  Closed boshik 13 views 1 comment 1 point Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Oriental Bank (Puerto Rico) link not working

  Closed Anthony Vega 82 views 11 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Started by Max1223 March 2025 Feature Requests
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  I'm not sure where my social security deposit is going

  Closed System 13 views 2 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Merged: Last updated Date/Time is now missing for some Quicken accounts

  Closed sjw519 1 view 0 comments 0 points Started by sjw519 March 2025 Troubleshooting
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  Testing Quicken Business and Personal (Simplifi) - coming from Wave - initial feedback

  Closed Jack Malin 127 views 2 comments 0 points Most recent by Flopbot March 2025Quicken Business & Personal Feedback
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  Merged: $0 balance for HSA Bank account

  Closed System 11 views 0 comments 0 points Most recent by dont March 2025Adding and Updating Accounts
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  Customize categories?

  Answered ✓ Closed neencollc 222 views 9 comments 0 points Most recent by Coach Tara March 2025Business Categories