Recent Discussions

Discussion List

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  NEW 10/23/26: Wells Fargo - Incorrect Balance

  Announcement Coach Natalie 383 views 0 comments 0 points Started by Coach Natalie October 23 Current Online Banking Issues
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  Mobile Release 6.42.0

  Announcement Closed Coach Natalie 122 views 0 comments 0 points Started by Coach Natalie October 22 Updates From the Product Team
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  Web Release 6.42.0

  Announcement Closed Coach Natalie 138 views 0 comments 0 points Started by Coach Natalie October 22 Updates From the Product Team
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  NEW 10/21/26: Nuvision Credit Union - Missing Transactions

  Announcement Coach Aldair 23 views 0 comments 0 points Started by Coach Aldair October 21 Current Online Banking Issues
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  NEW 10/21/26: Pelican Credit Union - FDP-2505 / EWC+ Authentication Redirect Failure

  Announcement Coach Natalie 15 views 0 comments 0 points Started by Coach Natalie October 21 Current Online Banking Issues
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  NEW 10/20/26: Marcus by Goldman Sachs returns an INTERNAL_SERVER_ERROR

  Announcement Coach Aldair 40 views 0 comments 0 points Started by Coach Aldair October 20 Current Online Banking Issues
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  UPDATED 10/19/26: Discover / Capital One FDP-101 error

  Announcement Coach Aldair 174 views 1 comment 0 points Most recent by Coach Natalie October 19Current Online Banking Issues
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  What Was Your First Ride?

  Announcement Coach Aldair 206 views 6 comments 0 points Most recent by RobWilk October 16The Water Cooler
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.4K 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 327 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  add X Money integration

  Active Steve618 731 views 29 comments 15 points Most recent by Ggrb 6:35PMReport Missing Financial Institution or Biller
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  Cetera and AdviceWorks

  Active bwinchester 1.1K views 25 comments 13 points Most recent by Coach Aldair 3:35PMReport Missing Financial Institution or Biller
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  use AI on Quicken simplifi

  GE001 19 views 1 comment 0 points Most recent by DryHeat 3:29PMManaging Your Transactions
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  Morgan Stanley FDP-101 Connection Error (Edited)

  juddmd31 30 views 2 comments 0 points Most recent by Coach Aldair 3:27PMAdding and Updating Accounts
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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 5.3K views 96 comments 314 points Most recent by DryHeat 3:26PMFeature Requests
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 10.7K views 181 comments 74 points Most recent by Acc3ss_AlightGSK 1:49PMReport Missing Financial Institution or Biller
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  Merged: Morgan Stanley Communication Issues

  Closed juddmd31 8 views 0 comments 0 points Started by juddmd31 8:47AM Adding and Updating Accounts
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  Status of CIT Bank connection issue FDP-102 error (edited)

  TS5150 796 views 22 comments 0 points Most recent by CheapskateAdvocate 5:17AMAdding and Updating Accounts
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  We need the amazon Retail Purchase Categorization feature for Simplifi (edited)

  sklei 63 views 3 comments 1 point Most recent by GE001 3:40AMFeedback
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  How to Transition from Discover to Capital One? (edited)

  Answered Cschaumburg 116 views 4 comments 0 points Most recent by JC. October 23Adding and Updating Accounts
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  Keypad appears, disappears, and cannot be brought back up for recurring setup on iPad pro

  RobWilk 136 views 13 comments 0 points Most recent by RobWilk October 23General Troubleshooting
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  Transaction Review: Share your feedback here!

  Announcement Coach Natalie 886 views 56 comments 0 points Most recent by birbyb October 23Feedback
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  Comparison Reports: Share your feedback here!

  Announcement Coach Natalie 187 views 11 comments 0 points Most recent by Coach Natalie October 23Feedback
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  New Feature Alert: Comparison Reports!

  Announcement Closed Coach Natalie 409 views 1 comment 0 points Most recent by Coach Natalie October 23Updates From the Product Team
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  New Feature Alert: Transaction Review

  Announcement Closed Coach Natalie 760 views 3 comments 0 points Most recent by Coach Natalie October 23Updates From the Product Team
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  Limit Transactions Shown on the Transactions Page - "Since YYYY" (edited)

  K37JJ43BR 115 views 11 comments 0 points Most recent by DryHeat October 23Feedback
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  RESOLVED 10/23/26: AMEX AuthUser credit cards cannot be reconnected after a connection reset

  Closed Coach Aldair 210 views 3 comments 0 points Most recent by Coach Natalie October 23Current Online Banking Issues
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  New Feature Alert: Logos for Recurring Series!

  Announcement Closed Coach Natalie 487 views 1 comment 0 points Most recent by Coach Natalie October 23Updates From the Product Team
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  Expense Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 273 views 7 comments 1 point Most recent by Coach Natalie October 23Quicken Business & Personal Feedback
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  Unable to add Apple Card/Apple Wallet (edited)

  brianperry263 180 views 11 comments 0 points Most recent by jaarso October 23Adding and Updating Accounts
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  QBP: Add Reply‑To Address for Invoice Emails (edited)

  Active michaelbester 33 views 1 comment 2 points Most recent by aikimike October 23Quicken Business & Personal Feature Requests
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  TJX Rewards Credit Card (Synchrony Bank) — FDP-109 (Edited)

  Jeannette 30 views 1 comment 0 points Most recent by Coach Aldair October 23Adding and Updating Accounts
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  Quicken Simplifi FDP-101 and 107 with WSECU

  Some Person 54 views 2 comments 0 points Most recent by Victoria757575 October 23Adding and Updating Accounts
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  Preserve Report location when navigating back from a drilldown view (edited)

  Active Steve M 23 views 1 comment 2 points Most recent by Steve M October 23Feature Requests
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  UPDATED 10/23/26: Recurring series reminders do not appear in reminder lists

  Announcement Coach Aldair 204 views 1 comment 0 points Most recent by Coach Natalie October 23Known Product Issues
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 266 views 14 comments 17 points Most recent by moneymoneymoney111 October 23Quicken Business & Personal Feature Requests
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  Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

  Active leos 360 views 14 comments 27 points Most recent by moneymoneymoney111 October 23Feature Requests
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  Add a historical and projected balance chart directly to each account (edited)

  Active imagoony 19 views 0 comments 1 point Started by imagoony October 23 Feature Requests
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  Show Past Paid Bills and Received Income in Bills & Income > Overview Reminders List (edited)

  Active Zamboney24 15 views 0 comments 1 point Started by Zamboney24 October 23 Feature Requests
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  Feature Request: Historical Account Balances and Projected Financial Progress

  imagoony 8 views 0 comments 0 points Started by imagoony October 23 Feedback