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  The Community Meetup - October 2025 Edition

  Announcement Coach Natalie 545 views 4 comments 1 point Most recent by RobWilk October 2The Community Meetup Newsletter
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  The Community Meetup - July 2025 Edition

  Closed Coach Natalie 126 views 4 comments 1 point Most recent by DryHeat July 5The Community Meetup Newsletter
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  The Community Meetup - April 2025 Edition

  Closed Coach Natalie 399 views 5 comments 1 point Most recent by SRC54 April 1The Community Meetup Newsletter

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  Setting up fund accounts

  Answered ✓ Closed Julie V 44 views 1 comment 0 points Most recent by Coach Jon September 24Business Accounts
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  SIMPLIFI Personal and Business - stripe is not an option to add?

  Closed MStar 28 views 2 comments 0 points Most recent by MStar July 7Business Accounts
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  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Started by Chilly April 23 Business Accounts
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  Struggling with getting started and playing catch-up

  Answered ✓ Closed BLLO 128 views 3 comments 0 points Most recent by DryHeat March 31Business Accounts
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  Quicken / Intuit annual fee for qfx download

  Closed anthony_adp2 35 views 3 comments 0 points Most recent by Coach Jon March 12Business Accounts

• 
  Rename and Hide mandatory business categories

  Closed jimvano 20 views 1 comment 0 points Most recent by Flopbot May 31Business Categories
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  Business Categories vs. Personal Categories

  Closed Flopbot 48 views 2 comments 2 points Most recent by Flopbot April 25Business Categories
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  Customize categories?

  Answered ✓ Closed neencollc 209 views 9 comments 0 points Most recent by Coach Tara March 18Business Categories
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  How to make Expenses list show only expenses for Schedule I selected?

  Answered ✓ Closed vershova22 42 views 1 comment 0 points Most recent by Coach Jon December 2024Business Categories

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  Where is (or is) credit score on QBP?

  Answered ✓ RobWilk 11 views 1 comment 0 points Most recent by RobWilk November 3Business Reports
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  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 31 views 3 comments 0 points Most recent by Coach Natalie October 2Business Reports
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 25 views 4 comments 0 points Most recent by TK_25 September 26Business Reports
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  Can I run a spending report for a specific business within Business & Personal?

  Closed IB1542 16 views 3 comments 0 points Most recent by Coach Kristina May 4Business Reports
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  Is there a way to choose "all time" in reports?

  Answered ✓ Closed IB1542 29 views 3 comments 0 points Most recent by Coach Kristina May 4Business Reports

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  QBP: Using Credit Memos to apply pre-payments made by Client

  Closed DryHeat 24 views 1 comment 0 points Most recent by DannyB July 12Clients & Projects

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  How to add interest and dividends as income?

  Answered ✓ TK_25 28 views 2 comments 0 points Most recent by SRC54 October 27General Troubleshooting
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  Unable to go back to prior months in the Spending Plan in new Space (edited)

  lynchbro 29 views 4 comments 0 points Most recent by DryHeat October 18General Troubleshooting
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  Stripe Payment not matching Invoice due to processing fee (edited)

  GuerillaTime68 81 views 14 comments 0 points Most recent by GuerillaTime68 October 14General Troubleshooting
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  Future payment series show up as client credits

  sidewalkboots 39 views 5 comments 0 points Most recent by Coach Jon October 14General Troubleshooting
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  Stripe is not updating at all, if I disconnect the account make a new connection everything downloa

  Closed Drummer Boy Condo 19 views 1 comment 0 points Most recent by Coach Natalie October 6General Troubleshooting

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  Invoice Feedback: Returns

  Closed jonathanstarward 12 views 1 comment 0 points Most recent by Coach Natalie September 30Invoices & Estimates
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  Tracking billable hours in QBP (edited)

  Answered ✓ Closed Qsince92 26 views 2 comments 0 points Most recent by Qsince92 July 22Invoices & Estimates
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 26 views 1 comment 1 point Most recent by Coach Natalie June 9Invoices & Estimates
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  Emailing invoice to client reveals the details of my account when pressing the View and Pay button

  Closed Gloria 25 views 1 comment 0 points Most recent by Coach Kristina May 17Invoices & Estimates
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  Invoice date that has past.

  Closed carterd 13 views 1 comment 0 points Most recent by Coach Jon April 24Invoices & Estimates

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  How do I delete a business and its invoice?

  Answered ✓ Closed sidewalkboots 30 views 1 comment 0 points Most recent by DryHeat September 1Managing Businesses

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  2

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  QBP: Ability to invoice expenses without needing a transaction (edited)

  PGLConsultant 28 views 5 comments 2 points Most recent by Coach Natalie October 29Quicken Business & Personal Feature Requests
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  Merged: Track time/'hours' worked on a project

  Closed RobWilk 8 views 0 comments 1 point Started by RobWilk October 29 Quicken Business & Personal Feature Requests
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  QBP: Time Tracking Capabilities for Projects (edited)

  JMWDBA 13 views 1 comment 2 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests
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  Merged: Invoice payment reminders

  Closed PGLConsultant 6 views 0 comments 2 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests
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  3

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  QBP: Recurring Invoice Payment Reminders (edited)

  sidewalkboots 30 views 4 comments 3 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests

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  Unable to delete Items and Projects in Invoices

  cyberstackn 26 views 2 comments 0 points Most recent by DryHeat October 23Quicken Business & Personal Feedback
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  QBP: Attach Receipts to Client Invoices [Edited]

  Closed JMWDBA 19 views 3 comments 1 point Most recent by JMWDBA September 29Quicken Business & Personal Feedback
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  Feedback on Projects, Tasks, and Billing

  Closed JMWDBA 16 views 2 comments 0 points Most recent by JMWDBA September 27Quicken Business & Personal Feedback
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 54 views 9 comments 0 points Most recent by DryHeat September 23Quicken Business & Personal Feedback
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 27 views 6 comments 0 points Most recent by Dick_Davis September 18Quicken Business & Personal Feedback

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  Spending Report Graph missing in at least some cases

  RobWilk 5 views 0 comments 0 points Started by RobWilk November 8 Report a Bug for Quicken Business & Personal
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  All My Recurring Transaction Series Disappeared!!!

  anold 243 views 43 comments 0 points Most recent by Coach Jon October 27Report a Bug for Quicken Business & Personal
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  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 224 views 32 comments 0 points Most recent by Padavan21 October 1Report a Bug for Quicken Business & Personal
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 19 views 1 comment 0 points Most recent by Coach Natalie September 30Report a Bug for Quicken Business & Personal
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 195 views 32 comments 0 points Most recent by Coach Natalie September 19Report a Bug for Quicken Business & Personal

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  How can I make sure I'm using the latest version of Simplifi?

  Closed nrp06 45 views 1 comment 0 points Most recent by Coach Natalie February 5FAQ Section
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  How to access the Community from Quicken Simplifi

  Closed UrsulaA 55 views 0 comments 2 points Started by UrsulaA October 2024 FAQ Section
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 43 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
• 
  Most Requested Report Features

  Closed UrsulaA 114 views 1 comment 5 points Most recent by UrsulaA September 2024FAQ Section
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  Simplifi Idea List/Roadmap

  Closed UrsulaA 160 views 2 comments 5 points Most recent by SRC54 September 2024FAQ Section

• 
  Brand Spanking New

  Closed Melon_Collie 27 views 3 comments 2 points Most recent by SRC54 September 26Introduce yourself!
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  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 48 views 8 comments 0 points Most recent by SRC54 September 25Introduce yourself!
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  How Can I Save Money Effectively?

  Closed jack145 43 views 3 comments 0 points Most recent by DannyB August 5Introduce yourself!
• 
  New Member - Greetings :)

  Closed Mrs.Larsen 51 views 5 comments 0 points Most recent by SRC54 August 4Introduce yourself!
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  Help to choose the right program

  Closed oldpro 11 views 1 comment 1 point Most recent by Coach Kristina June 21Introduce yourself!

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  Gobble Up Some Gratitude!

  Announcement Coach Natalie 32 views 2 comments 1 point Most recent by SRC54 November 6The Water Cooler
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  Trick or Treat for Your Wallet

  Coach Natalie 107 views 6 comments 0 points Most recent by DryHeat October 27The Water Cooler
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  Happy Columbus Day Weekend!

  SRC54 24 views 4 comments 2 points Most recent by DryHeat October 27The Water Cooler
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  Summer is almost over! Share your stories!

  Closed Coach Jon 113 views 8 comments 0 points Most recent by TheReal702 September 23The Water Cooler
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  If you could make one season last forever, which season would you choose and why?

  Closed Coach Kristina 84 views 11 comments 1 point Most recent by TheReal702 September 23The Water Cooler

• 
  How to Bookmark Threads and Follow Categories in the Community

  Announcement Closed Coach Natalie 133 views 0 comments 0 points Started by Coach Natalie February 2022 Using the Community
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  How to Enable Community Notifications

  Announcement Closed Coach Natalie 94 views 0 comments 0 points Started by Coach Natalie February 2022 Using the Community
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  Creating and Voting for Ideas in the Community

  Announcement Closed Coach Natalie 2.2K views 0 comments 8 points Started by Coach Natalie September 2020 Using the Community
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  Your Guide to Community Ranks

  Announcement Closed Coach Kathryn 152 views 0 comments 9 points Started by Coach Kathryn September 2019 Using the Community
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  How to post to the Community

  Announcement Closed Coach Kathryn 967 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

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  [ONGOING] Errors connecting to Vanguard Accounts or enrolling with new Vanguard connection method

  Announcement Closed Coach Janean 3.9K views 1 comment 4 points Most recent by Coach Natalie April 11Announcements
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  An Update from Eric Dunn, Quicken CEO

  Closed Coach Natalie 297 views 0 comments 2 points Started by Coach Natalie July 22 Announcements
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  A warm welcome to our newest Superuser!

  Closed Coach Natalie 175 views 5 comments 6 points Most recent by Dick_Davis June 27Announcements
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  Server Maintenance 5/21/25

  Closed Coach Natalie 34 views 0 comments 3 points Started by Coach Natalie May 20 Announcements
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  Upcoming update for Citibank retail branded credit cards

  Closed Coach Natalie 470 views 0 comments 2 points Started by Coach Natalie March 21 Announcements

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  Web Release 4.82.0

  Announcement Closed Coach Natalie 195 views 0 comments 1 point Started by Coach Natalie November 3 Updates From the Product Team
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  New Feature Alert: Advanced Transaction Rules!

  Announcement Closed Coach Natalie 574 views 3 comments 3 points Most recent by Coach Natalie November 3Updates From the Product Team
• 
  Mobile Releases 5.42.0 & 5.42.1

  Announcement Closed Coach Natalie 173 views 0 comments 1 point Started by Coach Natalie October 27 Updates From the Product Team
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  New Feature Alert: Tax Planner for Quicken Business & Personal!

  Announcement Closed Coach Natalie 187 views 1 comment 0 points Most recent by Coach Natalie October 20Updates From the Product Team
• 
  Web Release 4.81.0

  Closed Coach Natalie 217 views 0 comments 1 point Started by Coach Natalie October 27 Updates From the Product Team

• 
  NEW 10/31/25: Some Investing Features Temporarily Unavailable

  Announcement Coach Jon 56 views 0 comments 0 points Started by Coach Jon October 31 Known Product Issues
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  [ONGOING] 9/29/25: Incorrect Manual Account Balance

  Coach Jon 166 views 1 comment 1 point Most recent by Coach Natalie October 13Known Product Issues
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  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 47 views 1 comment 0 points Most recent by Coach Jon September 29Known Product Issues
• 
  [ONGOING] 8/14/25: Renewal Banner showing for users purchasing through Google Play Store

  Coach Jon 282 views 1 comment 3 points Most recent by Coach Jon August 28Known Product Issues
• 
  [ONGOING] 02/11/25: Unable to add address using Zillow

  Coach Jon 87 views 1 comment -1 point Most recent by Coach Jon February 25Known Product Issues

• 
  NEW 11/4/25: Crate and Barrel Credit Card returns an FDP-102 error

  Announcement Coach Natalie 11 views 0 comments 1 point Started by Coach Natalie November 4 Current Online Banking Issues
• 
  NEW 11/3/25: NWPS Retirement Access returns an FDP-101 error

  Announcement Coach Natalie 4 views 0 comments 0 points Started by Coach Natalie November 3 Current Online Banking Issues
• 
  NEW 11/3/25: City and County CU returns an FDP-102 error

  Announcement Coach Natalie 25 views 0 comments 0 points Started by Coach Natalie November 3 Current Online Banking Issues
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  NEW 11/3/25: Discover Bank & Discover Card returning an FDP-4000 error

  Announcement Coach Natalie 141 views 0 comments 1 point Started by Coach Natalie November 3 Current Online Banking Issues
• 
  NEW 11/3/25: Honda Finance returns an FDP-108 error

  Announcement Coach Natalie 36 views 0 comments 0 points Started by Coach Natalie November 3 Current Online Banking Issues

• 
  Simplifi helped me justify taking a risk on Refinancing, and it looks like it worked

  RobWilk 15 views 0 comments 1 point Started by RobWilk November 7 Share your Success!
• 
  Statement Reconciliation Work Around

  Closed Dick_Davis 61 views 3 comments 1 point Most recent by Dick_Davis September 4Share your Success!
• 
  Account & Category Naming – One Approach

  Closed Dick_Davis 25 views 2 comments 3 points Most recent by Dick_Davis August 29Share your Success!
• 
  Merged: WOW someone finally did it, Spending Plans that Make sense

  Closed FinTechMan 1 view 0 comments 0 points Started by FinTechMan July 31 Share your Success!
• 
  Back on Track

  Closed RobWilk 46 views 2 comments 0 points Most recent by RobWilk July 27Share your Success!

• 
  Account to Account Transfers (A2A): Share your feedback here!

  Announcement Coach Natalie 2K views 146 comments 2 points Most recent by SRC54 November 3Early Access User Feedback
• 
  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 41 views 4 comments 0 points Most recent by UrsulaA October 28Early Access User Feedback
• 
  The new (early access) web UI is not going in the right direction

  Closed pst 224 views 22 comments 3 points Most recent by Coach Natalie July 15Early Access User Feedback
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  Merged: Bug: New Register in Early Access - Row Height

  Closed RobWilk 1 view 0 comments 1 point Started by RobWilk May 15 Early Access User Feedback
• 
  Exciting New Service from Quicken Inc.

  Closed Coach Natalie 316 views 6 comments 0 points Most recent by Coach Natalie August 2024Early Access User Feedback

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  1

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  Allow the ability to tie Saving Goals to SoFi vaults

  scribblerjane 7 views 1 comment 1 point Most recent by DryHeat 2:19AMFeature Requests
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  1

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  The system recognize when money is just moving between accounts

  scribblerjane 10 views 1 comment 1 point Most recent by DryHeat 2:08AMFeature Requests
• 
  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk 1:07AMFeature Requests
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  98

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  Ability to run Reports by Subcategory (edited)

  Gerry C 907 views 51 comments 98 points Most recent by RobWilk 1:07AMFeature Requests
• 
  2

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  Savings goals need an "End Goal" option separately from "Delete Goal"

  RobWilk 9 views 0 comments 2 points Started by RobWilk 12:10AM Feature Requests

• 
  Advanced Transaction Rules: Share your feedback here!

  Announcement Coach Natalie 292 views 46 comments 0 points Most recent by SRC54 November 7Feedback
• 
  Transaction registers: we'd love your input

  Announcement Quicken Kirby 698 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
• 
  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Announcement Coach Natalie 197 views 14 comments 0 points Most recent by cyberstackn October 31Feedback
• 
  Mileage Tracker for QBP: Share your feedback here!

  Announcement Coach Natalie 221 views 23 comments 0 points Most recent by GTO October 26Feedback
• 
  Income & Expense Report: Share your feedback here!

  Announcement Closed Coach Natalie 1.4K views 143 comments 0 points Most recent by Coach Natalie October 10Feedback

• 
  3 Dot Menu Selections for the Income section of the Spending Plan

  DannyB 32 views 5 comments 0 points Most recent by DannyB October 10How do you Quicken Simplifi?
• 
  How much time do you Simplifi weekly?

  Closed Flopbot 45 views 6 comments 1 point Most recent by DannyB June 19How do you Quicken Simplifi?
• 
  In a panic, Recurring section is great for identifying things to cancel

  Closed RobWilk 13 views 0 comments 2 points Started by RobWilk December 2024 How do you Quicken Simplifi?
• 
  My Favorite Things - Food

  Closed Flopbot 36 views 1 comment 0 points Most recent by SRC54 October 2024How do you Quicken Simplifi?
• 
  Using a Savings Goal to Track "Left at end of month"

  Closed DannyB 132 views 2 comments 2 points Most recent by DannyB October 2024How do you Quicken Simplifi?

• 
  Planned Spending Inaccurate

  viperguynaz 16 views 2 comments 0 points Most recent by SRC54 2:34PMReport a Bug
• 
  Merged: Check number field

  Closed scott1982 20 views 0 comments 1 point Most recent by scott1982 1:43PMReport a Bug
• 
  Check Number Field Missing after 4.83.0 Upgrade (edited)

  West Winds 72 views 11 comments 0 points Most recent by scott1982 1:43PMReport a Bug
• 
  "Add to Planned Spend" button covers up transactions

  noahbramlett 7 views 2 comments 0 points Most recent by RobWilk 4:16AMReport a Bug
• 
  Account list in Settings no longer alphabetically ordered (again)

  ejs 30 views 4 comments 1 point Most recent by ejs November 8Report a Bug

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  1

  Up
  North Dakota 529 Aggregator account

  jmyers98 7 views 0 comments 1 point Started by jmyers98 November 8 Report Missing Financial Institution
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  21

  Up
  Bright Start Savings - for investors NOT advisors

  bowgy4 2K views 86 comments 21 points Most recent by rjweisberg November 6Report Missing Financial Institution
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  70

  Up
  Add OneFinance/OnePay to Supported Banks (edited)

  docpurple1961 2.1K views 84 comments 70 points Most recent by freyal12 November 6Report Missing Financial Institution
• 
  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 3 views 0 comments 1 point Started by blazyt November 6 Report Missing Financial Institution
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  9

  Up
  Second United Wholesale Mortgage URL

  monroe 988 views 24 comments 9 points Most recent by blazyt November 6Report Missing Financial Institution

• 
  Update on my one remaining achievement badge

  Closed DannyB 26 views 4 comments 0 points Most recent by DannyB August 9Achievements
• 
  Prompt Payer Badge… I WAS doing so well!

  DannyB 593 views 62 comments 1 point Most recent by Coach Natalie June 2Achievements
• 
  Net Worth Badges

  Closed Girlcalledfox 41 views 1 comment 0 points Most recent by UrsulaA January 2024Achievements

• 
  Baxter Credit Union Showing Debits as Credits (edited)

  cvwest 35 views 5 comments 0 points Most recent by cvwest November 8Adding and Updating Accounts
• 
  Accounts at TD Bank with separate login credentials being lumped together

  ejs 310 views 33 comments 0 points Most recent by Coach Natalie November 7Adding and Updating Accounts
• 
  Zeal Credit Union FDP-195 error (edited)

  Kelacom 48 views 9 comments 0 points Most recent by Kelacom November 7Adding and Updating Accounts
• 
  Navy FCU : FDP-105

  RobWilk 10 views 1 comment 0 points Most recent by Coach Jon November 6Adding and Updating Accounts
• 
  TD Canada Trust connection issue

  System 7 views 2 comments 0 points Most recent by Coach Jon November 6Adding and Updating Accounts

• 
  Dismissing Bill Reminder removes charge from Cash Flow

  Answered michaeljcampbell 46 views 8 comments 0 points Most recent by RobWilk November 7Bills and Income
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ DryHeat 82 views 16 comments 0 points Most recent by DryHeat November 5Bills and Income
• 
  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 68 views 10 comments 0 points Most recent by Coach Jon November 5Bills and Income
• 
  How is Bill Connect supposed to handle the next (not current) credit card payment?

  DryHeat 149 views 20 comments 0 points Most recent by DryHeat November 3Bills and Income
• 
  Bill Connect: USAA

  elbeh 10 views 1 comment 1 point Most recent by Coach Natalie November 3Bills and Income

• 
  Pending vs. Cleared transactions

  Answered tim40 26 views 4 comments 0 points Most recent by tim40 November 7Categories and Tags
• 
  Emoji Category Support

  DK777 11 views 1 comment 0 points Most recent by Coach Natalie October 17Categories and Tags
• 
  How to restore default categories

  Answered ✓ Closed SV97 32 views 1 comment 0 points Most recent by Coach Natalie September 15Categories and Tags
• 
  Merged: Limitations in Spending Report

  Closed lwyman 1 view 0 comments 0 points Most recent by SRC54 September 4Categories and Tags
• 
  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 34 views 6 comments 0 points Most recent by Dick_Davis August 17Categories and Tags

• 
  Merged: Looking for a Simplifi coach

  Closed System 4 views 0 comments 0 points Most recent by hht2day November 5Getting Started
• 
  New User

  DaveVT 38 views 8 comments 0 points Most recent by DannyB November 4Getting Started
• 
  Backup prior to import?

  Answered ✓ jude_est 14 views 2 comments 0 points Most recent by DryHeat November 3Getting Started
• 
  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ M0neyM@n 21 views 1 comment 0 points Most recent by SRC54 November 2Getting Started
• 
  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Geno 36 views 3 comments 0 points Most recent by RobWilk October 20Getting Started

• 
  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 124 views 18 comments 0 points Most recent by The Merg November 8Investments
• 
  SPLG holdings incorrectly labeled.

  Karim Benbourenane 100 views 11 comments 0 points Most recent by Coach Natalie November 3Investments
• 
  How to find total cost for investment page?

  Closed bccoleman 17 views 1 comment 0 points Most recent by DannyB October 1Investments
• 
  $275k fictitious loss on NVIDIA today

  Closed hjanum 55 views 3 comments 0 points Most recent by Coach Jon September 29Investments
• 
  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 15 views 3 comments 0 points Most recent by SRC54 September 16Investments

• 
  Display of Uncategorized

  J3rabb 18 views 3 comments 0 points Most recent by Coach Jon November 7Managing Your Transactions
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  Missing Transactions from Manual Accounts

  QuentonL 38 views 8 comments 0 points Most recent by QuentonL November 1Managing Your Transactions
• 
  Merged: Flag on Split Paycheck Transaction

  Closed Dick_Davis 6 views 0 comments 0 points Started by Dick_Davis October 31 Managing Your Transactions
• 
  Automated Labeling based on transaction characteristics

  dbs2025 19 views 1 comment 1 point Most recent by Coach Jon October 30Managing Your Transactions
• 
  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ gern 22 views 2 comments 0 points Most recent by DryHeat October 29Managing Your Transactions

• 
  Why are my Credit Card Payments Added to my Projected Cash Flow?

  Closed The Merg 63 views 5 comments 0 points Most recent by DryHeat August 23Projected Cash Flow
• 
  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 34 views 7 comments 0 points Most recent by DryHeat August 1Projected Cash Flow
• 
  Merged: How do I get recurring credit card reminder to show correct balance?

  Closed Bobf 1 view 0 comments 0 points Most recent by RobWilk June 26Projected Cash Flow
• 
  Simplifi Projected cash flow for retirees, best practices

  Answered ✓ Closed Bobf 48 views 4 comments 0 points Most recent by DryHeat June 24Projected Cash Flow
• 
  Upcoming transactions missing under projected cash flow chart

  Closed mblank78 246 views 28 comments 0 points Most recent by Coach Jon June 4Projected Cash Flow

• 
  Import transactions from CSV no longer triggering Rules

  Bernardo 32 views 5 comments 0 points Most recent by Heros K2 November 6Troubleshooting
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 19 views 0 comments 0 points Most recent by xt741258 November 5Troubleshooting
• 
  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  DannyB 52 views 16 comments 0 points Most recent by Coach Natalie November 5Troubleshooting
• 
  Help linking a manual investment transaction as a transfer (edited)

  maxvv 8 views 2 comments 0 points Most recent by SRC54 November 4Troubleshooting
• 
  Nested categories in Simplifi don't show up correctly in [planned spend]

  jordanhb 30 views 9 comments 0 points Most recent by SRC54 November 4Troubleshooting

• 
  Portfolio Report

  Adanac 15 views 2 comments 0 points Most recent by Coach Natalie November 3Using Reports
• 
  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 148 views 32 comments 0 points Most recent by SRC54 September 29Using Reports
• 
  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 59 views 6 comments 0 points Most recent by Dick_Davis September 20Using Reports
• 
  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 106 views 18 comments 0 points Most recent by RobWilk September 19Using Reports
• 
  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 16Using Reports

• 
  How to withdraw from savings goal?

  llamafilm 17 views 4 comments 0 points Most recent by RobWilk November 8Using Savings Goals
• 
  Unknown Account holding part of savings goal?

  Answered ✓ gold3 29 views 3 comments 1 point Most recent by Coach Natalie November 7Using Savings Goals
• 
  Linking Savings goal to transactions

  Answered ✓ lynchbro 32 views 1 comment 0 points Most recent by Coach Kristina October 12Using Savings Goals
• 
  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 66 views 10 comments 0 points Most recent by DryHeat September 26Using Savings Goals
• 
  How do I get rid of a negative savings goals amount?

  Answered ✓ Closed seabear 19 views 2 comments 0 points Most recent by Coach Kristina September 13Using Savings Goals

• 
  Can I share my quicken with my accountant and financial advisor?

  Answered ✓ TK_25 23 views 1 comment 0 points Most recent by Coach Jon October 16Using Space Sharing
• 
  Add New Space Not Working to Split Personal and Joint Finances

  Answered ✓ Closed gordo_c_123 84 views 2 comments 0 points Most recent by gordo_c_123 July 15Using Space Sharing
• 
  Ability to easily switch account, profile or budget

  Closed jonandkiley 53 views 1 comment 1 point Most recent by Coach Jon May 2024Using Space Sharing
• 
  Simplifi Space sharing seperate notification

  Answered ✓ Closed Craig C 54 views 1 comment 0 points Most recent by Coach Jon March 2024Using Space Sharing
• 
  Is it possible to remove a Space?

  Answered ✓ Closed dbsquared 88 views 1 comment 0 points Most recent by Coach Jon March 2024Using Space Sharing

• 
  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 94 views 7 comments 0 points Most recent by Coach Natalie October 8Using the Dashboard
• 
  Reminders – New Icon on Reminders (edited)

  Answered ✓ Closed Dick_Davis 12 views 1 comment 0 points Most recent by Coach Natalie August 19Using the Dashboard
• 
  Customize Dashboard on iPad

  Closed housetr 39 views 6 comments 2 points Most recent by RobWilk May 14Using the Dashboard
• 
  Is there any way to get rid of Spending Plan?

  Closed sjc314 32 views 4 comments 0 points Most recent by sjc314 April 24Using the Dashboard
• 
  How can I get Net Income on Dashboard

  Answered ✓ Closed N4KHQ 21 views 3 comments 0 points Most recent by Coach Jon April 22Using the Dashboard

• 
  Calculations aren't adding up

  Closed Zk80221 17 views 1 comment 0 points Most recent by Coach Natalie August 25Using the Retirement Planner
• 
  Is there way to save retirement planning information? (edited)

  Answered ✓ Closed johnnydr4 33 views 2 comments 0 points Most recent by johnnydr4 August 15Using the Retirement Planner

• 
  Looking for a paid Simplifi Coach.

  ken.acer 48 views 10 comments 0 points Most recent by ken.acer November 8Using the Spending Plan
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Swanson17 25 views 5 comments 0 points Most recent by DryHeat November 5Using the Spending Plan
• 
  I wish there was different coloration for Planned Spend amounts (edited)

  Jessica A 11 views 1 comment 0 points Most recent by Coach Jon October 29Using the Spending Plan
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  Planned spending report and export

  DCClark 17 views 1 comment 2 points Most recent by RobWilk October 17Using the Spending Plan
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  Expected/allowed spending overages? (Seasonal income)

  NachoAverageCabbage 50 views 7 comments 0 points Most recent by DryHeat October 17Using the Spending Plan

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  How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

  Answered ✓ Closed DannyB 38 views 5 comments 0 points Most recent by SRC54 July 22Using Transfers
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  Merged: Idea: Can or could A2A Transfers be set as recurring?

  Closed RobWilk 1 view 0 comments 0 points Started by RobWilk July 16 Using Transfers
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  Merged: will transfer verification deposits be withdrawn?

  Closed dcleck 1 view 0 comments 0 points Most recent by DryHeat July 8Using Transfers
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  Merged: potential bug, can't select washington DC as state for transfer verification.

  Closed dcleck 1 view 0 comments 0 points Started by dcleck July 3 Using Transfers
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  Merged: A2A transfers

  Closed Fabrice 1 view 0 comments 0 points Started by Fabrice May 28 Using Transfers

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  Spending watchlist shows planned expenses that haven't occurred yet

  Closed BenB 34 views 3 comments 0 points Most recent by BenB April 1Using Watchlists
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  Watchlists not working for over a year

  Closed ejs 14 views 1 comment 0 points Most recent by Coach Jon February 26Using Watchlists
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  Tracking Credit Card Spending with Watchlist

  Closed Rick P 15 views 1 comment 1 point Most recent by Coach Jon February 12Using Watchlists
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  Revisit Making Watchlists Income Friendly

  Closed Mortimer Duke 1 view 1 comment 1 point Most recent by Coach Natalie January 30Using Watchlists
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  Watchlist - calendar year only?

  Closed ericksonjb 51 views 3 comments 0 points Most recent by Coach Jon January 10Using Watchlists