Recent Discussions

NEW 8/21/26: America First Credit Union returns an FDP-102 error/No longer searchable

Announcement Coach Natalie 131 views 0 comments 0 points Started by Coach Natalie August 21 Current Online Banking Issues

New Feature Alert: Spending Dashboard

Announcement Closed Coach Natalie 405 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team

NEW 8/20/26: Bank of America - Health Accounts returns an FDP-192 error

Announcement Coach Natalie 26 views 0 comments 0 points Started by Coach Natalie August 20 Current Online Banking Issues

Web Release 6.33.0

Announcement Closed Coach Natalie 159 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team

Mobile Release 6.33.0

Announcement Closed Coach Natalie 143 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team

New Feature Alert: Transaction Review

Announcement Closed Coach Natalie 414 views 1 comment 0 points Most recent by Coach Natalie August 18Updates From the Product Team

NEW 8/17/26: Community America Credit Union FDP-103

Announcement Coach Kristina 28 views 0 comments 0 points Started by Coach Kristina August 17 Current Online Banking Issues

August Bucket List

Announcement Coach Natalie 135 views 7 comments 1 point Most recent by Coach Kristina August 16The Water Cooler

New Feature Alert: Dynamic Date Ranges in Reports

Announcement Closed Coach Natalie 286 views 0 comments 0 points Started by Coach Natalie August 7 Updates From the Product Team

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

Getting the most out of the Community

Announcement Closed Coach Kathryn 318 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

Manual Account not updating after transactions

mamerica 51 views 9 comments 0 points Most recent by mamerica 10:38PMAdding and Updating Accounts

When creating transaction Rules, account dropdown is blank

Max Lin 43 views 4 comments 0 points Most recent by Coach Kristina 9:12PMReport a Bug

Annual Budget Plan

MDZ 12 views 1 comment 0 points Most recent by SRC54 9:06PMFeedback

Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

AJ Bryan 208 views 22 comments 0 points Most recent by AJ Bryan 1:55AMAdding and Updating Accounts

Target Circle Card: Category continuously resets to "Shopping" & half of transactions missing

msl2424 27 views 2 comments 0 points Most recent by msl2424 August 22Adding and Updating Accounts

5

Please add PC Financial

Active kangman 74 views 4 comments 5 points Most recent by thejustin2000 August 22Report Missing Financial Institution or Biller

183

Public API (edited)

Active jlkweb12 5.6K views 76 comments 183 points Most recent by bandy August 22Feature Requests

Oklahoma 529 New Login URL

jadam75 10 views 1 comment 0 points Most recent by Coach Kristina August 22Report a Bug for Quicken Business & Personal

Total Cost for synced accounts is not editable anymore and doesn't get updated automatically

mariafed 87 views 7 comments 0 points Most recent by Coach Kristina August 22Troubleshooting

Why can't I add Cit Bank to my Simplifi.

Answered iflyhg 24 views 1 comment 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts

Principal Financial Group - balances not updating unless a reset is performed (edited)

rjg5060 124 views 11 comments 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts

Return basic functionality of loan tracking for offline loans.

Nautical Lion 16 views 1 comment 1 point Most recent by Coach Kristina August 22Feedback

100

Add OneFinance/OnePay to Supported Banks (edited)

In Review docpurple1961 4.7K views 151 comments 100 points Most recent by freyal12 August 22Report Missing Financial Institution or Biller

311

Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

In Review TGP 5.7K views 121 comments 311 points Most recent by matt_quickin August 22Feature Requests

17

Advanced Tag Filters using AND based filters or OR based filters (edited)

Active nicola 142 views 7 comments 17 points Most recent by matt_quickin August 22Feature Requests

38

Implement Passkeys (edited)

Active AzMurph 891 views 32 comments 38 points Most recent by matt_quickin August 22Feature Requests

Enhanced Transaction List Toolbar: Share your feedback here!

Announcement Coach Natalie 602 views 35 comments 0 points Most recent by DingoBoy August 22Feedback

1

Mobile App - create separate recurring item name

Active Stranger0715 14 views 0 comments 1 point Started by Stranger0715 August 22 Feature Requests

10

College Savings Iowa 529 -- use Aggregator link (edited)

Active bls0n 570 views 18 comments 10 points Most recent by DRengel August 22Report Missing Financial Institution or Biller

15

QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Active gpobrien001 157 views 13 comments 15 points Most recent by Daniel D. August 21Quicken Business & Personal Feature Requests

editable payee list, placing deposits first in a day's cash flow

AmyT 12 views 1 comment 1 point Most recent by Coach Natalie August 21Feedback

Calm and in Control Achievement Doesn't Seem To Count Mobile Use (edited)

Snipes 133 views 11 comments 0 points Most recent by Snipes August 21Troubleshooting

84

Add the ability to hide *ANY* account

Active RobWilk 1.7K views 39 comments 84 points Most recent by SRC54 August 21Feature Requests

Income & Expense Graph Card on Dashboard (edited)

mfgcharnc 25 views 2 comments 1 point Most recent by mfgcharnc August 21Feedback

76

Ability to visualize my data using a Sankey diagram (edited)

Completed Pchamb1998 1.4K views 27 comments 76 points Most recent by Coach Natalie August 21Feature Requests

50

Report of Current Monthly Spending Compared to Average Over Time (edited)

Completed cobra1316 674 views 25 comments 50 points Most recent by Coach Natalie August 21Feature Requests

123

Add a Trends/Comparison Chart [edited] (4 Merged Votes)

Completed oceandreamer128 2.1K views 62 comments 123 points Most recent by Coach Natalie August 21Feature Requests

2

Income & Expense Report Graph: Add the double bar chart back as a viewing option (edited)

TS5150 29 views 1 comment 2 points Most recent by Coach Natalie August 21Feature Requests

Chartway Federal Credit Union accounts updating totals but not transactions

yakoaohw 96 views 8 comments 0 points Most recent by Coach Natalie August 21Adding and Updating Accounts

Can I flag a reminder?

Answered Goose1776 39 views 3 comments 0 points Most recent by msanders93 August 21Managing Your Transactions

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