Recent Discussions

NEW 2/18/26: Bilt Rewards - Missing transactions, $0 balance, INSTITUTION NOT RESPONDING error

Announcement Coach Natalie 19 views 0 comments 1 point Started by Coach Natalie February 18 Current Online Banking Issues

NEW 2/18/26: FirstBank of Colorado returns an FDP-7500 error

Announcement Coach Natalie 8 views 0 comments 0 points Started by Coach Natalie February 18 Current Online Banking Issues

New Feature Alert: Products & Services for QBP!

Announcement Closed Coach Natalie 85 views 1 comment 0 points Most recent by Coach Natalie February 18Updates From the Product Team

New Feature Alert: Sales Receipts for Quicken Business & Personal!

Announcement Closed Coach Natalie 169 views 1 comment 1 point Most recent by Coach Natalie February 18Updates From the Product Team

NEW 2/13/26: Discover - "Page not Available" error with contact info

Announcement Coach Natalie 66 views 0 comments 1 point Started by Coach Natalie February 13 Current Online Banking Issues

NEW 2/13/26: Discover - "We have experienced technical error. Please try again"

Announcement Coach Natalie 59 views 0 comments -1 point Started by Coach Natalie February 13 Current Online Banking Issues

Web Release 6.6.0

Announcement Closed Coach Natalie 214 views 0 comments 0 points Started by Coach Natalie February 13 Updates From the Product Team

Mobile Releases 6.6.0 & 6.6.1

Announcement Closed Coach Natalie 144 views 0 comments 0 points Started by Coach Natalie February 13 Updates From the Product Team

New Feature Alert: Quicken Assist Chat!

Announcement Closed Coach Natalie 277 views 0 comments 2 points Started by Coach Natalie February 12 Updates From the Product Team

New Feature Alert: Transaction List Update!

Announcement Closed Coach Natalie 1K views 3 comments 4 points Most recent by Coach Natalie February 12Updates From the Product Team

What’s one money habit you love about yourself?

Announcement Coach Natalie 54 views 4 comments 1 point Most recent by RobWilk February 3The Water Cooler

How to post to the Community

Announcement Closed Coach Kathryn 1.1K views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 312 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community

Consider only a Percentage of the Account Balance for Net Worth

Question Shibin Ishaque 3 views 0 comments 0 points Started by Shibin Ishaque 7:37AM Using the Net Worth Feature

Vancity is down Care code: FDP-102

Not a User 282 views 28 comments 1 point Most recent by awfulhak 4:17AMAdding and Updating Accounts

Stocks from my E*TRADE account don't show up as investments in Simplifi

vladinator 37 views 7 comments 0 points Most recent by vladinator 2:31AMAdding and Updating Accounts

Update on 2/18/26

TCEnt 13 views 0 comments 1 point Started by TCEnt 2:05AM Feedback

Can we apply an exchange rate for an account?

SROBERTS 12 views 1 comment 0 points Most recent by Coach Jon 12:40AMAdding and Updating Accounts

63

Support multiple currencies

Active robert 2.1K views 44 comments 63 points Most recent by SROBERTS 12:37AMFeature Requests

Wealthsimple returning 0$ accounts with simplifi

SROBERTS 11 views 3 comments 0 points Most recent by Coach Jon 12:23AMAdding and Updating Accounts

HSA Bank - Known Issue Prioritization (edited)

GlobalChanges 20 views 7 comments 1 point Most recent by Coach Jon 12:22AMAdding and Updating Accounts

FirstBank of Colorado FDP-7500 error (edited)

JDB 55 views 12 comments 0 points Most recent by JDB February 18Adding and Updating Accounts

How to Invoice Clients for Incurred Expenses

Answered Mortimer Duke 13 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts

HealthEquity FDP-108 error (edited)

nrp06 90 views 13 comments 2 points Most recent by Earlsrock February 18Adding and Updating Accounts

13

Please add Mazda Financing

In Review Annie 370 views 15 comments 13 points Most recent by kevsty1990 February 18Report Missing Financial Institution

9

Second United Wholesale Mortgage URL

In Review monroe 1.1K views 25 comments 9 points Most recent by kevsty1990 February 18Report Missing Financial Institution

HealthEquity HSA Investment Account Missing

aqua 36 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts

CareCredit account no longer available to connect after login portal migration (FDP-103)

daeSTorm 31 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts

Paperclip Icon in Transaction List (edited)

Spreadsheet Annie 9 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions

Recurring deposit reminder dropped from checking "register"

MikeBtp 59 views 8 comments 0 points Most recent by MikeBtp February 18Troubleshooting

Historical data for some accounts not being pulled in

System 8 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts

2

Savings Goals: Turn 'Monthly Target' into a button that inserts the amount to contribute (edited)

Active pawebb 34 views 2 comments 2 points Most recent by Coach Natalie February 18Feature Requests

2

Set the default account to blank when importing transactions (edited)

Active Emacken 45 views 1 comment 2 points Most recent by Coach Natalie February 18Feature Requests

Merged: HealthEquity issue NOT resolved. Why are you deleting my posts?

Closed nrp06 5 views 0 comments 0 points Started by nrp06 February 18 Adding and Updating Accounts

Missing Investment Account from Citibank (edited)

Bill N 10 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts

Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

ambronet 240 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts

[RESOLVED] 03/27/25: HSA Bank - Unable to add HSA Invest Account

Closed Coach Jon 376 views 2 comments -1 point Most recent by Coach Jon February 18Current Online Banking Issues

RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

TaWa 103 views 25 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts

[UPDATED] 06/03/25: HealthEquity Returning $0 Account Balance

Announcement Coach Jon 826 views 4 comments 5 points Most recent by Coach Natalie February 18Current Online Banking Issues

[RESOLVED] 6/6/25: HealthEquity - Missing Investment Accounts

Closed Coach Natalie 1.8K views 4 comments 9 points Most recent by Coach Natalie February 18Current Online Banking Issues

[RESOLVED] 11/20/25: HealthEquity returns an FDP-102 error

Closed Coach Natalie 282 views 2 comments 0 points Most recent by Coach Natalie February 18Current Online Banking Issues

[RESOLVED] 10/6/25: HealthEquity returns an FDP-101 error

Closed Coach Natalie 535 views 3 comments 2 points Most recent by Coach Natalie February 18Current Online Banking Issues

Deleting Future Reminder (not next reminder) deletes previous reminders

RobWilk 15 views 2 comments 0 points Most recent by Coach Jon February 18Troubleshooting

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