Recent Discussions

Discussion List

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  What is Your Preferred Beverage in the Morning?

  Announcement Coach Kristina 58 views 5 comments 1 point Most recent by Coach Natalie September 3The Water Cooler
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  Web Release 6.35.0

  Announcement Closed Coach Natalie 165 views 0 comments 0 points Started by Coach Natalie September 3 Updates From the Product Team
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  Mobile Release 6.35.0

  Announcement Closed Coach Natalie 138 views 0 comments 0 points Started by Coach Natalie September 2 Updates From the Product Team
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  NEW 9/1/26: Comerica Bank returns an FDP-106 error

  Announcement Coach Kristina 48 views 0 comments 0 points Started by Coach Kristina September 1 Current Online Banking Issues
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  New Feature Alert: Enhanced Transaction Detail View

  Announcement Coach Janean 440 views 0 comments 0 points Started by Coach Janean August 26 Updates From the Product Team
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.3K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 321 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  Manage Personal Portfolio and Mom's Portfolio separately

  Question christinelewis77 4 views 0 comments 0 points Started by christinelewis77 5:47PM Getting Started
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  Ability to un-cancel/reopen an Ended Recurring Series (edited)

  Active JayT 864 views 19 comments 57 points Most recent by vxn 4:37PMFeature Requests
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  Create hide/unhide customization of main menu options

  dmherm 27 views 3 comments 1 point Most recent by dmherm 1:05PMFeature Requests
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  ZEC symbol pulls incorrect price

  Answered dshap84 10 views 1 comment 0 points Most recent by SRC54 9:52AMReport a Bug
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  Alight Goldman Sachs 401k FDP-103

  FinTechMan 5 views 0 comments 0 points Started by FinTechMan 4:18AM Troubleshooting
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  Disable built-in transaction renaming (edited)

  Dognose 62 views 6 comments 0 points Most recent by EL1234 12:06AMManaging Your Transactions
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  Split Maturing CD category

  Answered neon45 18 views 3 comments 0 points Most recent by Coach Kristina September 6Investments
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  Rules Feature Still Not working Reliably?

  Eric D 64 views 5 comments 0 points Most recent by tannebil September 6Troubleshooting
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  ONGOING 9/6/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors

  Coach Natalie 421 views 2 comments 0 points Most recent by Coach Kristina September 6Current Online Banking Issues
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  How to delete a client and associated invoices

  Answered Mortimer Duke 28 views 2 comments 0 points Most recent by Mortimer Duke September 6General Troubleshooting
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  Simplifi Bank Synchronization Ignores My Existing Transactions & Adds to wrong accounts

  PatQuilting59 16 views 1 comment 0 points Most recent by Coach Kristina September 6Troubleshooting
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  Holdings have disappeared from my Netx Investor account

  phlsphr 10 views 1 comment 0 points Most recent by Coach Kristina September 6Adding and Updating Accounts
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  Why is early access not working for me.

  Answered N4KHQ 56 views 8 comments 0 points Most recent by N4KHQ September 6Troubleshooting
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  Scrolling Weirdness

  Flopbot 95 views 8 comments 0 points Most recent by SRC54 September 6Feature Requests
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 570 views 30 comments 64 points Most recent by PatQuilting59 September 6Feature Requests
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  Transaction Linking True Delete/Clear Needed

  Active F4P6HR6DM 11 views 0 comments 1 point Started by F4P6HR6DM September 6 Feature Requests
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  Date Filter Only Allows Month by Month

  Active F4P6HR6DM 7 views 0 comments 1 point Started by F4P6HR6DM September 6 Feature Requests
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  my transactions are not showing up in spending plan.

  Answered jgmic1989 72 views 10 comments 0 points Most recent by SRC54 September 6Report a Bug
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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 286 views 9 comments 28 points Most recent by SmittyVA September 6Feature Requests
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  Simplifi Transaction View Layout

  Jake K 28 views 3 comments 3 points Most recent by EL1234 September 6Feature Requests
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  I would like to hide main menu choices that I don't use

  dmherm 24 views 1 comment 1 point Most recent by Coach Aldair September 5How do you Quicken Simplifi?
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  Include Split-Level Notes in Spending Reports

  Active hearthsidehosting 14 views 0 comments 1 point Started by hearthsidehosting September 5 Feature Requests
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  Stripe account doesn't show in the list of accounts when creating rules (edited)

  SmittyVA 42 views 2 comments 0 points Most recent by SmittyVA September 5Troubleshooting
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  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 811 views 14 comments 35 points Most recent by trewbux September 5Feature Requests
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  BILLER: USAA INSURANCE

  Active Dandy 9 views 0 comments 1 point Started by Dandy September 5 Report Missing Financial Institution or Biller
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  Happy Workers' Weekend!

  SRC54 15 views 1 comment 2 points Most recent by Coach Aldair September 5The Water Cooler
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  Add Canada-specific Tax Line Items (edited)

  Active MoMoney99 15 views 1 comment 2 points Most recent by CaliM September 5Feature Requests
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  Annual Retirement Income & Annual Taxable Contributions

  Answered MikeZ 21 views 1 comment 0 points Most recent by SRC54 September 5Using the Retirement Planner
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  I'd like to add my daughter with her own account. Is there a cost savings adding through mine?

  Answered ✓ CaliM 19 views 2 comments 0 points Most recent by CaliM September 5Quicken Business & Personal Feedback
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  add X Money integration

  Steve618 175 views 12 comments 4 points Most recent by LTV September 4Report Missing Financial Institution or Biller