Best Of
Show Income before Bills on Cash Flow when both land on the same day
i would like to request that when a bill, and a deposit land on the same day the deposits are counted before bills so as to avoid false reports of the account dropping below zero balance.
I keep two accounts. A bills and spending account. I periodically check the cash flow for my bills account to make sure bills are covered for the next 6 months. But sometimes when a bill and deposit land on tue same day I will sometimes get a false negative balance alert.
The web app seems to calculate correctly.
[edited image to reduce size]
Pmrussell892
QBP: Ability to customize Invoices with client requested info, such as PO# and Account Code
Clients often request to include their PO# or internal Account Code on each invoice. This needs to be printed on the invoice and should be persisted by project.
[edited title]
Missing Financial Institution: Inspira Financial (formerly PayFlex)
My employer's HSA savings and investment plans are administered through Inspira Financial (formerly ). Though other HSA accounts are available in Simplifi, none of them work for my provider. My accounts are accessed through:
https://auth0.mybenefits.inspirafinancial.com/login?
Please add this URL as a login option in Simplifi. As a note, Quicken Classic was able to find my login and add it.
jmille22
New Feature Alert: Credit Card Details!
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps.
When viewing a credit card from the transaction page, you can now quickly see key details such as:
- Statement balance
- Minimum due
- Due date
- Credit usage, based on your credit limit and current balance
You can also hover over the credit usage indicator to view additional details, including your credit limit, credit used, and available credit. These insights help you better track your obligations, monitor your usage, and avoid surprises.
A couple of things to keep in mind:
- The details shown depend on what your financial institution provides, so some fields may not appear, or some financial institutions may not support these details at all.
Currently, this feature is available for credit cards connected via supported aggregators (currently Intuit and Plaid), with broader support planned for the future.
We hope you enjoy this new way to stay informed and in control of your credit cards! Let us know what you think in our feedback thread:
Re: Support Chatbot should allow case submissions after business hours (edited)
Why'd the agent first tell me that I can submit logs and details now, and then tell me that it can't? It's a confusing and frustrating experience. I know it's AI but before there was an AI agent, I was able to start a chat with all the relevant info, and then during business hours an agent would get back to me in the chat or via email. That was a much better experience.
My question is this? Can you still by using the ? at top menu contact support and do this the old way? The reason I ask is that I never use Support anymore preferring to use the Community. I always found Support frustrating but enjoyed talking to them.
I agree that Ask Assist ought to be able to forward all that to Support.
Edited: Removed some of my response because I confused AI Support with Ask Assist.
I upvoted the feature request.
SRC54
Re: QBP: Web App: Ability to share invoices and estimates via text (edited)
How do you do this from desktop?
Re: Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)
Thanks for posting, this is a great idea!
I went ahead and turned this into an Idea post requesting the ability to copy & paste or duplicate transactions in Simplifi so that other Users can add their votes and our Product Team can review it. Please be sure to also add your vote!
-Coach Natalie
Ability to see a Total/Summary for all Planned Spending Items (Original & Current) [edited]
I absolutely LOVE the planned spending feature. It's really helped me to track how I'm spending toward my budget throughout the month and adjust according. For reference, I currently track all discretionary spending categories in planned spending as a budget zero.
With that said, I was hoping it would be possible to see what the original planned spending total is in addition to the current. Right now, if I track my spending by category and I overspend in one area (i.e. groceries) but I'm still under-budget for spending overall, it only shows me my new total with the overspent category. I'd like to be able to see the original amount and the actual amount (ex. $1200 spent of $1000).
Re: Add an option to expand/collapse all transaction rows (edited)
I'd want to "collapse all" too!
EL1234
Re: [ONGOING] 2/20/26: HealthEquity returns an FDP-108 error
ONGOING 3/6/26
This Alert is still listed as ongoing, and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
