Recent Discussions

Discussion List

• 
  7
  QBP: Ability to disable unused business categories

  Completed Closed msw 102 views 3 comments 7 points Most recent by Coach Tara March 2025Quicken Business & Personal Feature Requests
• 
  FDP-103 error with Putnam Account (edited)

  Closed Samir Anz 22 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
• 
  Mobile Release 5.26.0

  Closed Coach Natalie 211 views 0 comments 0 points Started by Coach Natalie March 2025 Updates From the Product Team
• 
  Web Release 4.50.0

  Closed Coach Natalie 263 views 0 comments 1 point Started by Coach Natalie March 2025 Updates From the Product Team
• 
  Deleting a completed/linked tracked refund deletes the transaction

  Closed simplif 36 views 5 comments 0 points Most recent by Coach Jon March 2025Report a Bug
• 
  1

  Up Down
  Add more identifying info to the bank MFA screen so we know what account it's for (edited)

  Active simplif 49 views 1 comment 1 point Most recent by simplif March 2025Feature Requests
• 
  53

  Up Down
  Undo option

  Active Jedp 686 views 19 comments 53 points Most recent by UrsulaA March 2025Feature Requests
• 
  3

  Up Down
  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 11 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests
• 
  Missing Transactions (monthly re-occurrence)

  Closed BlueGrits 12 views 3 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
• 
  AIG Retirement - My Streetscape Missing Account (edited)

  Closed System 50 views 13 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
• 
  Merged: Waterfall chart for month to month, quarterly, and yearly spending

  Closed Luisito277 1 view 0 comments 1 point Started by Luisito277 March 2025 Feature Requests
• 
  QBP - How best to track Personal payment to cover Business transactions?

  Closed Flopbot 50 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting
• 
  1

  Up
  Add UMB "Card Center Direct" (edited)

  Active gmac 87 views 6 comments 1 point Most recent by Coach Kristina March 2025Report Missing Financial Institution
• 
  2

  Up Down
  Pull paystub information from Workday into the income buckets (edited)

  Active Jrmclean 36 views 2 comments 2 points Most recent by Luisito277 March 2025Feature Requests
• 
  Merged: Workday paystub import into Simplifi

  Closed Luisito277 1 view 0 comments 1 point Started by Luisito277 March 2025 Feature Requests
• 
  FDP-103 Error Barclays Online Banking

  Closed Mortimer Duke 22 views 1 comment 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts
• 
  Split transactions changing dates

  Closed asm 11 views 1 comment 0 points Most recent by Flopbot March 2025Managing Your Transactions
• 
  my name is Grace, I'm new (edited)

  Closed ngoducke1621 55 views 4 comments 1 point Most recent by Coach Kristina March 2025Introduce yourself!
• 
  Missing deposit

  Closed Heather DeBey 36 views 7 comments 0 points Most recent by Heather DeBey March 2025Troubleshooting
• 
  5

  Up Down
  Add broken down "subgoals" to Savings Goals (edited)

  Active RobWilk 43 views 3 comments 5 points Most recent by Flopbot March 2025Feature Requests
• 
  Old payees still showing up in Payee search, Can i delete them somehow?

  Closed RobWilk 23 views 3 comments 0 points Most recent by RobWilk March 2025Troubleshooting
• 
  5

  Up Down
  Add a search feature to 'Tags' under Settings (edited)

  Active Flopbot 19 views 2 comments 5 points Most recent by Flopbot March 2025Feature Requests
• 
  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Closed Doug Hall 164 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests
• 
  TD Canada Trust and missing RRSP and TFSA investment accounts

  Closed oliverdavid 109 views 9 comments 0 points Most recent by oliverdavid March 2025Adding and Updating Accounts
• 
  Midwestloanservices taking quicken paid services more than a year to resolve

  Closed Abdu 48 views 5 comments 0 points Most recent by Abdu March 2025Feedback
• 
  Presidents choice financial

  Closed Carissalee 15 views 1 comment 2 points Most recent by Coach Jon March 2025Adding and Updating Accounts
• 
  Cash Available View

  Closed JR13 149 views 11 comments 0 points Most recent by DryHeat March 2025Projected Cash Flow
• 
  16

  Up Down
  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 212 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
• 
  Bank Changed Name and Login Web Address

  Closed myfriend 42 views 3 comments 0 points Most recent by myfriend March 2025Adding and Updating Accounts
• 
  When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

  Closed jfrizz 1 view 1 comment 0 points Most recent by RobWilk March 2025Report a Bug