• 
  Quicken / Intuit annual fee for qfx download

  Answered anthony_adp2 21 views 3 comments 0 points Most recent by Coach Jon March 12Business Accounts

• 
  Customize categories?

  Answered ✓ neencollc 112 views 8 comments 0 points Most recent by Coach Tara March 6Business Categories
• 
  How to make Expenses list show only expenses for Schedule I selected?

  Answered ✓ Closed vershova22 41 views 1 comment 0 points Most recent by Coach Jon December 2024Business Categories

• 
  Reporting

  Closed mjjdad 81 views 4 comments 0 points Most recent by Coach Kristina February 1Business Reports
• 
  Generate personal tax forms in Business & Personal (edited)

  Closed tdpmd 21 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
• 
  Generate Form 8829 in Taxes Report (edited)

  Closed tdpmd 11 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
• 
  Balance Sheet report change date

  Closed dioni0894 11 views 1 comment 0 points Most recent by Coach Kristina January 26Business Reports

• 
  Last updated Date/Time is now missing for some Quicken accounts

  Question sjw519 7 views 0 comments 0 points Started by sjw519 March 14 General Troubleshooting
• 
  Disable Cloud

  Pete83 12 views 2 comments 0 points Most recent by Pete83 March 12General Troubleshooting
• 
  Liabilities > SalesTax Payable - Status Pending

  danielwhite8425 12 views 3 comments 0 points Most recent by Coach Natalie March 11General Troubleshooting
• 
  Is there a way to create a spending plan for your business?

  Answered ✓ Elh Publishing 21 views 1 comment 0 points Most recent by Coach Jon March 4General Troubleshooting
• 
  Merged: Vanguard no longer updates

  Closed Rsalica54 1 view 0 comments 0 points Started by Rsalica54 March 2 General Troubleshooting

• 
  Receiving a payment without hopping back and forth between checking and accounts receivable

  msoultan 31 views 1 comment 0 points Most recent by Coach Jon February 19Invoices
• 
  Invoice Customizing Quicken Simplifi

  Closed robertanthony87 42 views 1 comment 1 point Most recent by Coach Jon February 14Invoices
• 
  Invoice Headers and Footers

  Closed epbiz 21 views 1 comment 0 points Most recent by Coach Jon January 24Invoices
• 
  setup Paypal web link in invoice

  Closed Robert New Jersey 31 views 2 comments 0 points Most recent by Robert New Jersey January 3Invoices

• 
  4

  Up Down
  QBP: Ability to associate a Recurring Series with a Business (edited)

  tdpmd 11 views 2 comments 4 points Most recent by Flopbot March 13Quicken Business & Personal Feature Requests
• 
  4
  QBP: Ability to add logos to invoices (edited)

  Flopbot 112 views 10 comments 4 points Most recent by Flopbot February 28Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  Compare Financial Progress with Others Of Similar Background

  sergecanepa 11 views 0 comments 1 point Started by sergecanepa February 18 Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Add an Invoice Terms and Conditions Acknowledgement/Hyperlink [Edited]

  robertanthony87 11 views 0 comments 1 point Started by robertanthony87 February 16 Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Leave Invoice Item Descriptions Blank (edited)

  robertanthony87 11 views 2 comments 1 point Most recent by robertanthony87 February 13Quicken Business & Personal Feature Requests

• 
  We want your feedback on the Balance Sheet Report!

  Announcement Coach Natalie 241 views 6 comments 0 points Most recent by burdencompany January 31Quicken Business & Personal Feedback
• 
  Does QBP have any payroll features?

  Answered DryHeat 11 views 1 comment 0 points Most recent by Coach Jon March 13Quicken Business & Personal Feedback
• 
  Proper Accounting for Stripe Integrated Payments****Currently Not Accurate

  robertanthony87 51 views 8 comments 0 points Most recent by Coach Tara March 7Quicken Business & Personal Feedback
• 
  Can I Import Classic Business & Personal into Quicken Simplifi Business & Personal? (edited)

  Answered ✓ wmurphy819 21 views 3 comments 0 points Most recent by Coach Jon March 5Quicken Business & Personal Feedback
• 
  Is QBP basically the same as simplifi, but with more features?

  Answered ✓ Closed bonjiovanni 51 views 5 comments 0 points Most recent by Flopbot February 14Quicken Business & Personal Feedback

• 
  Invoices: Undeposited Payments

  danielwhite8425 21 views 2 comments 0 points Most recent by danielwhite8425 March 10Report a Bug for Quicken Business & Personal
• 
  Spending Plan Does Not Include Business Income & Expense Transactions

  Closed Charles Collins 111 views 13 comments 0 points Most recent by galaxygal February 8Report a Bug for Quicken Business & Personal
• 
  Optional fields should be allowed to be cleared out

  Closed msw 21 views 1 comment 0 points Most recent by Coach Jon January 9Report a Bug for Quicken Business & Personal
• 
  Possible Bug - Transaction Type Icon on Split Tranactions

  Closed Flopbot 91 views 8 comments 1 point Most recent by Coach Jon December 2024Report a Bug for Quicken Business & Personal

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

  Closed nrp06 22 views 1 comment 0 points Most recent by Coach Natalie February 5FAQ Section
• 
  How to access the Community from Quicken Simplifi

  Closed UrsulaA 51 views 0 comments 2 points Started by UrsulaA October 2024 FAQ Section
• 
  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 31 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
• 
  Most Requested Report Features

  Closed UrsulaA 101 views 1 comment 5 points Most recent by UrsulaA September 2024FAQ Section
• 
  Simplifi Idea List/Roadmap

  Closed UrsulaA 141 views 2 comments 5 points Most recent by SRC54 September 2024FAQ Section

• 
  my named is Grace, I m new,

  Answered ngoducke1621 11 views 2 comments 0 points Most recent by DannyB 5:05AMIntroduce yourself!
• 
  Hello from Ray

  kindeshaun 31 views 4 comments 1 point Most recent by Flopbot March 3Introduce yourself!
• 
  My organizational skills need a crutch, Simplifi seemed like the best choice

  almondjoy17 21 views 4 comments 2 points Most recent by SRC54 March 3Introduce yourself!
• 
  Hello!

  Closed LynnD 21 views 3 comments 4 points Most recent by DannyB February 4Introduce yourself!
• 
  New Member

  Closed NancyB 11 views 2 comments 1 point Most recent by Coach Kristina February 1Introduce yourself!

• 
  It's Spring! Tell us your favorite Springtime activity!

  Announcement Coach Jon 31 views 5 comments 0 points Most recent by SRC54 March 9The Water Cooler
• 
  Your Dream Job

  Coach Jon 101 views 8 comments 1 point Most recent by Flopbot March 1The Water Cooler
• 
  Happy St. Valentine's Day

  Closed SRC54 21 views 2 comments 3 points Most recent by Hashley February 14The Water Cooler
• 
  What are your financial goals for 2025?

  Closed Coach Natalie 101 views 9 comments 3 points Most recent by TiggerTrainer February 3The Water Cooler
• 
  Quicken in Chase Offers

  Closed RobWilk 31 views 0 comments 3 points Started by RobWilk January 10 The Water Cooler

• 
  How to Bookmark Threads and Follow Categories in the Community

  Announcement Closed Coach Natalie 121 views 0 comments 0 points Started by Coach Natalie February 2022 Using the Community
• 
  How to Enable Community Notifications

  Announcement Closed Coach Natalie 91 views 0 comments 0 points Started by Coach Natalie February 2022 Using the Community
• 
  Creating and Voting for Ideas in the Community

  Announcement Closed Coach Natalie 1.9K views 0 comments 8 points Started by Coach Natalie September 2020 Using the Community
• 
  Your Guide to Community Ranks

  Announcement Closed Coach Kathryn 151 views 0 comments 9 points Started by Coach Kathryn September 2019 Using the Community
• 
  How to post to the Community

  Announcement Closed Coach Kathryn 811 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

• 
  Please welcome our newest Superuser!

  Announcement Coach Natalie 144 views 5 comments 8 points Most recent by TheReal702 March 2Announcements
• 
  NEW! Errors connecting to Vanguard Accounts or enrolling with new Vanguard connection method

  Announcement Closed Coach Janean 2K views 0 comments 3 points Started by Coach Janean February 19 Announcements
• 
  An Update from Eric Dunn, Quicken CEO

  Closed Coach Natalie 661 views 4 comments 1 point Most recent by Dblue January 9Announcements
• 
  An Update from Eric Dunn, Quicken CEO

  Closed Coach Natalie 701 views 3 comments 3 points Most recent by Chrobrego June 2024Announcements
• 
  Quicken.com Maintenance tonight (5/22/24), 9:00 pm PT

  Closed Coach Natalie 41 views 0 comments 2 points Started by Coach Natalie May 2024 Announcements

• 
  Web Releases 4.49.0 & 4.49.1

  Announcement Closed Coach Natalie 350 views 0 comments 2 points Started by Coach Natalie March 12 Updates From the Product Team
• 
  Mobile Releases 5.25.0 - 5.25.2

  Closed Coach Natalie 212 views 0 comments 1 point Started by Coach Natalie March 4 Updates From the Product Team
• 
  Web Release 4.48.0

  Closed Coach Natalie 252 views 0 comments 1 point Started by Coach Natalie March 4 Updates From the Product Team
• 
  Web Release 4.47.0

  Closed Coach Natalie 451 views 0 comments 1 point Started by Coach Natalie February 25 Updates From the Product Team
• 
  Mobile Releases 5.24.0 & 5.24.1

  Closed Coach Natalie 231 views 0 comments 0 points Started by Coach Natalie February 18 Updates From the Product Team

• 
  NEW 3/6/25: Cleared transactions linked to a Recurring Reminder disappearing

  Announcement Coach Natalie 62 views 0 comments 0 points Started by Coach Natalie March 6 Known Product Issues
• 
  [ONGOING] 2/3/25: Restored Categories - How to Handle

  Announcement Coach Natalie 598 views 0 comments 0 points Started by Coach Natalie February 3 Known Product Issues
• 
  [RESOLVED] 2/28/25: Mobile iOS Quicken Simplifi Help Crashes App

  Closed Coach Natalie 22 views 1 comment 0 points Most recent by Coach Natalie March 14Known Product Issues
• 
  [ONGOING] 02/19/25: Quicken Simplifi Tablet users not seeing "add planned spending" option

  Coach Jon 33 views 1 comment 0 points Most recent by Coach Jon March 5Known Product Issues
• 
  [ONGOING] 2/19/25: Date Picker Starting on Monday Instead of Sunday in Quicken Simplifi Web

  Coach Jon 31 views 1 comment 0 points Most recent by Coach Jon March 5Known Product Issues

• 
  NEW 3/12/25: X1 Card returns a 187 error

  Announcement Coach Natalie 4 views 0 comments 0 points Started by Coach Natalie March 12 Current Online Banking Issues
• 
  NEW 03/11/25: HealthEquity returning 102/FI_TIMEOUT

  Announcement Coach Jon 19 views 0 comments 0 points Started by Coach Jon March 11 Current Online Banking Issues
• 
  NEW 3/4/25: SEI Client Connect returns a 530 error

  Announcement Coach Natalie 55 views 0 comments 2 points Started by Coach Natalie March 4 Current Online Banking Issues
• 
  KNOWN ISSUE: Other Known Online Banking Issues

  Announcement Coach Natalie 7.5K views 0 comments 4 points Started by Coach Natalie October 2023 Current Online Banking Issues
• 
  [RESOLVED] 1/17/25: Issue with Linking Finicity Accounts

  Closed Coach Natalie 141 views 3 comments 1 point Most recent by Coach Natalie March 12Current Online Banking Issues

• 
  0 Balance 🥳

  BBoudreau 11 views 2 comments 3 points Most recent by RobWilk March 4Share your Success!
• 
  February '25 Wrap-up, A Just for Fun Post

  DannyB 11 views 0 comments 1 point Started by DannyB March 2 Share your Success!
• 
  Planned Spending @ Month's End

  Closed DannyB 21 views 0 comments 2 points Started by DannyB November 2024 Share your Success!
• 
  Quicken Simplifi Is SOOOOOOOO Boring!

  Closed DannyB 101 views 3 comments 2 points Most recent by SRC54 November 2024Share your Success!
• 
  October Wrap-up: No Tricks, Mostly Treats (A Just for Fun Post)

  Closed DannyB 21 views 0 comments 2 points Started by DannyB November 2024 Share your Success!

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

  Announcement Coach Natalie 1.5K views 120 comments 2 points Most recent by Coach Natalie March 11Early Access User Feedback
• 
  Retirement Planner: Share your feedback here!

  Announcement Coach Natalie 321 views 17 comments 3 points Most recent by kai4387 February 18Early Access User Feedback
• 
  Exciting New Service from Quicken Inc.

  Announcement Coach Natalie 271 views 7 comments 0 points Most recent by Humanleg86 September 2024Early Access User Feedback

• 
  1

  Up Down
  Add Search Feature to Desktop Settings>Categories & Tags

  Flopbot 3 views 0 comments 1 point Started by Flopbot 5:41AM Feature Requests
• 
  2

  Up Down
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  pkp 54 views 3 comments 2 points Most recent by VV25 4:14AMFeature Requests
• 
  38

  Up Down
  Phone Widgets for android (edited)

  RobWilk 472 views 16 comments 38 points Most recent by VV25 4:10AMFeature Requests
• 
  1

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Max1223 25 views 4 comments 1 point Most recent by Max1223 March 14Feature Requests
• 
  160
  Update next reminder amount for credit cards automatically using the account balance (edited)

  y11 5.8K views 142 comments 160 points Most recent by nakada March 14Feature Requests

• 
  We're looking for seasoned Spending Plan users!

  Announcement Coach Natalie 61 views 3 comments 1 point Most recent by TiggerTrainer March 3Feedback
• 
  New Planned Spending Release Options: Share your feedback here!

  Announcement Coach Natalie 171 views 12 comments 0 points Most recent by BenB March 3Feedback
• 
  Ability to schedule account updates: Share your feedback here!

  Announcement Coach Natalie 532 views 46 comments 1 point Most recent by SRC54 February 16Feedback
• 
  Midwestloanservices taking quicken paid services more than a year to resolve

  Abdu 22 views 5 comments 0 points Most recent by Abdu March 14Feedback
• 
  Curious about Life Hub

  Technomutt 42 views 6 comments 1 point Most recent by Coach Natalie March 14Feedback

• 
  Privacy Mode mobile app v5.23.0 (39630)

  TaxAvoidance301 41 views 5 comments 1 point Most recent by trd716 February 27How do you Quicken Simplifi?
• 
  In a panic, Recurring section is great for identifying things to cancel

  Closed RobWilk 11 views 0 comments 2 points Started by RobWilk December 2024 How do you Quicken Simplifi?
• 
  Link reminders to transactions questions

  Closed sunflowermom 31 views 3 comments 0 points Most recent by Coach Natalie December 2024How do you Quicken Simplifi?
• 
  My Favorite Things - Food

  Closed Flopbot 31 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 91 views 2 comments 2 points Most recent by DannyB October 2024How do you Quicken Simplifi?

• 
  When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

  jfrizz 1 view 1 comment 0 points Most recent by RobWilk March 14Report a Bug
• 
  Recurring Series not Ending on End Date

  RobWilk 71 views 7 comments 0 points Most recent by Coach Jon March 10Report a Bug
• 
  Long category names and split transactions on mobile.

  Flopbot 21 views 2 comments 1 point Most recent by Coach Jon March 10Report a Bug
• 
  Deleting a completed/linked tracked refund deletes the transaction

  simplif 11 views 3 comments 0 points Most recent by SRC54 March 10Report a Bug
• 
  Please reopen issue “Filters: Checkbox group parent deselected on mobile (edited)”

  Randy1234 11 views 1 comment 0 points Most recent by Coach Kristina March 9Report a Bug

• 
  13

  Up
  How about added support for Gemini? (1 Merged Vote)

  triathlete23 381 views 10 comments 13 points Most recent by ivyperk March 14Report Missing Financial Institution
• 
  1

  Up
  Binance

  Kevin Steinke 1 view 0 comments 1 point Started by Kevin Steinke March 13 Report Missing Financial Institution
• 
  1

  Up
  Kraken

  Kevin Steinke 1 view 0 comments 1 point Started by Kevin Steinke March 13 Report Missing Financial Institution
• 
  6

  Up
  Ally Financial Auto Loan

  mazar1977 51 views 2 comments 6 points Most recent by iakoubtchik March 13Report Missing Financial Institution
• 
  2

  Up
  Flourish

  Duke0486 11 views 1 comment 2 points Most recent by subiemat March 10Report Missing Financial Institution

• 
  Prompt Payer Badge… I WAS doing so well!

  DannyB 521 views 51 comments 1 point Most recent by DannyB December 2024Achievements
• 
  Net Worth Badges

  Closed Girlcalledfox 41 views 1 comment 0 points Most recent by UrsulaA January 2024Achievements
• 
  Turning off badge notifications on web app

  Closed the_scottster 31 views 1 comment 0 points Most recent by Coach Kristina November 2023Achievements

• 
  Coinbase Broken on Simplifi for over a year

  sami 11 views 0 comments 0 points Started by sami March 14 Adding and Updating Accounts
• 
  TD Canada Trust and missing RRSP and TFSA investment accounts

  oliverdavid 52 views 9 comments 0 points Most recent by oliverdavid March 14Adding and Updating Accounts
• 
  Eastern Savings Bank FDP-163

  Sarah M 13 views 3 comments 0 points Most recent by Coach Jon March 14Adding and Updating Accounts
• 
  Presidents choice financial

  Carissalee 11 views 1 comment 1 point Most recent by Coach Jon March 14Adding and Updating Accounts
• 
  Oriental Bank (Puerto Rico) link not working

  Anthony Vega 31 views 7 comments 0 points Most recent by Coach Jon March 14Adding and Updating Accounts

• 
  How can I request Quicken to fix broken biller connections?

  Answered ✓ Mr Robot 21 views 3 comments 0 points Most recent by Mr Robot March 9Bills and Income
• 
  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 21 views 3 comments 0 points Most recent by nestorbast March 3Bills and Income
• 
  How does transaction "Auto Match" actually work?

  Answered ✓ DryHeat 51 views 7 comments 1 point Most recent by DryHeat February 26Bills and Income
• 
  can i stop automatic recurring series creation

  Js 41 views 2 comments 0 points Most recent by DannyB February 26Bills and Income
• 
  Seems that my recurring bills that I link to transactions disappear (edited)

  Mankow 11 views 1 comment 0 points Most recent by Coach Jon February 25Bills and Income

• 
  Charting Subcategories

  MaverickNH 21 views 1 comment 0 points Most recent by kftrendy March 5Categories and Tags
• 
  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ DryHeat 31 views 6 comments 1 point Most recent by Flopbot February 24Categories and Tags
• 
  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 11 views 1 comment 1 point Most recent by Coach Jon February 14Categories and Tags
• 
  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  Closed lts 481 views 14 comments 0 points Most recent by SomeVashonFolks January 13Categories and Tags
• 
  Does QS have an "and" function when using tags for searches?

  Closed Max1223 41 views 2 comments 0 points Most recent by Max1223 November 2024Categories and Tags

• 
  Trying to set up. All my income isn't showing, How do I go back and fix it?

  Answered ✓ almondjoy17 31 views 3 comments 0 points Most recent by SRC54 February 18Getting Started
• 
  Dashboard display question

  Closed hamangar 31 views 2 comments 0 points Most recent by RobWilk February 15Getting Started
• 
  Too many account?

  Answered ✓ Closed kindeshaun 31 views 1 comment 0 points Most recent by Coach Jon January 24Getting Started
• 
  What do I actually do with quicken?

  Closed ZRXRACER 111 views 9 comments 1 point Most recent by RobWilk January 21Getting Started
• 
  Do i now still need to keep a regular checkbook?

  Closed LynnD 31 views 2 comments 1 point Most recent by RobWilk January 21Getting Started

• 
  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 11 views 5 comments 0 points Most recent by Coach Kristina March 9Investments
• 
  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  neon45 111 views 28 comments 0 points Most recent by neon45 March 5Investments
• 
  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ PaleBlueDot67 11 views 1 comment 0 points Most recent by Coach Jon March 4Investments
• 
  Fidelity Download Saturday Morning changed all Past Payment/Deposits to Excluded from Spending Plan

  SRC54 31 views 7 comments 0 points Most recent by Coach Natalie March 4Investments
• 
  What to do with Investment Holding that I don't know the Total Cost Basis?

  trd716 31 views 5 comments 0 points Most recent by Coach Jon February 27Investments

• 
  Is there the ability to search by transaction name only?

  Answered RobWilk 21 views 3 comments 0 points Most recent by RobWilk March 11Managing Your Transactions
• 
  MassMutual Federal Credit Union - Credit Card unable to download

  Paul38150 21 views 4 comments 0 points Most recent by Coach Natalie March 10Managing Your Transactions
• 
  Transactions Rules for Manual transactions

  Answered DavPap 21 views 2 comments 0 points Most recent by Coach Natalie March 10Managing Your Transactions
• 
  Mark multiple transactions as reviewed on mobile app?

  seucardsfan 11 views 1 comment 0 points Most recent by Coach Kristina March 9Managing Your Transactions
• 
  Rules for Tags

  Dudley C Rose 21 views 2 comments 0 points Most recent by Coach Kristina March 8Managing Your Transactions

• 
  Cash Available View

  JR13 71 views 11 comments 0 points Most recent by DryHeat March 14Projected Cash Flow
• 
  Post recurring (artificial) amortized expenses

  andyqq99 1 view 1 comment 0 points Most recent by Coach Kristina March 1Projected Cash Flow
• 
  Excluding"Hold" income from projected cash flow?

  Closed mikeyheights 41 views 7 comments 0 points Most recent by Coach Jon January 27Projected Cash Flow
• 
  Custom Date Range for Cash Flow Projections

  Closed RobertoT 21 views 1 comment 0 points Most recent by Coach Jon December 2024Projected Cash Flow
• 
  How do I setup recurring transfer for cash flow of involved accounts

  Answered ✓ Closed MattB 101 views 3 comments 0 points Most recent by SRC54 October 2024Projected Cash Flow

• 
  Vanguard Format

  @kwthere 1 view 1 comment 0 points Most recent by Coach Jon March 12Troubleshooting
• 
  I have notifications turned off, how do I STOP the pop up that 'Turn Notifications On'

  Answered btrobin2 21 views 2 comments 0 points Most recent by SRC54 March 12Troubleshooting
• 
  Taxes Report is missing data for certain date ranges (edited)

  fcb 731 views 111 comments 0 points Most recent by Coach Jon March 11Troubleshooting
• 
  Refund for account outside US

  tonysf 1 view 1 comment 0 points Most recent by Coach Natalie March 10Troubleshooting
• 
  Can't get rules to work (new to Simplifi)

  barncrow 71 views 12 comments 0 points Most recent by DryHeat March 6Troubleshooting

• 
  Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

  Answered GatorJeff 21 views 1 comment 0 points Most recent by Coach Jon March 13Using Reports
• 
  Taxes Report not showing under Reports (Early Access)

  Odin700 21 views 5 comments 0 points Most recent by SRC54 March 2Using Reports
• 
  Net Worth Report

  Answered ✓ Adanac 31 views 5 comments 0 points Most recent by RobWilk February 24Using Reports
• 
  Tax Report - Brokerage account transactions excluded

  rayhooker 41 views 6 comments 0 points Most recent by Coach Natalie February 18Using Reports
• 
  how to print full reports in Simplifi

  Closed trtrlik 101 views 3 comments 0 points Most recent by Charles Collins February 8Using Reports

• 
  Using Savings Goals for Quarterly, Semi-Annual, and Yearly Bills

  Closed DryHeat 121 views 11 comments 0 points Most recent by KP_9 February 16Using Savings Goals
• 
  Savings Goal Contributions to Joint Account

  Closed Lawnchair 21 views 1 comment 0 points Most recent by Coach Kristina January 12Using Savings Goals
• 
  Savings Goal Heavy Lifting (A Just-For-Fun Post)

  Closed DannyB 91 views 7 comments 3 points Most recent by DannyB January 8Using Savings Goals
• 
  Completed savings goal - now what?

  Closed llamafilm 41 views 2 comments 0 points Most recent by DannyB January 6Using Savings Goals
• 
  How to tell how much needs to be contributed to a savings goal be back on target?

  Closed jcody21 31 views 3 comments 0 points Most recent by DannyB January 4Using Savings Goals

• 
  Ability to easily switch account, profile or budget

  Closed jonandkiley 51 views 1 comment 1 point Most recent by Coach Jon May 2024Using Space Sharing
• 
  Simplifi Space sharing seperate notification

  Answered ✓ Closed Craig C 51 views 1 comment 0 points Most recent by Coach Jon March 2024Using Space Sharing
• 
  Is it possible to remove a Space?

  Answered ✓ Closed dbsquared 81 views 1 comment 0 points Most recent by Coach Jon March 2024Using Space Sharing
• 
  What is the point of Spaces?

  Answered ✓ Closed srgnesbitt 472 views 2 comments 1 point Most recent by Flopbot March 2024Using Space Sharing
• 
  Read-only user for Simplifi

  Answered ✓ Closed ekv 121 views 2 comments 0 points Most recent by ekv January 2024Using Space Sharing

• 
  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 41 views 2 comments 0 points Most recent by oldit51 January 21Using the Dashboard
• 
  Ability To Sort Accounts List By Amount

  Closed kopernykus 11 views 1 comment 2 points Most recent by Coach Jon December 2024Using the Dashboard
• 
  Why does recent spending include excluded transactions?

  Answered ✓ Closed sarahw 21 views 1 comment 0 points Most recent by Wedo778 August 2024Using the Dashboard
• 
  Did the "Top Spending" card on mobile always have this much white space?

  Answered ✓ RockLee 81 views 5 comments 0 points Most recent by Coach Natalie February 2024Using the Dashboard
• 
  A graph would be much better than a list of investments in the dashboard (edited)

  Closed John Dressel 71 views 5 comments 0 points Most recent by Bgz January 2024Using the Dashboard

• 
  My bills Are Not Linking to the Spending Plan

  DigiFarmz 101 views 13 comments 0 points Most recent by Coach Jon March 11Using the Spending Plan
• 
  Request- Indicate bank balance with total rollover amount deducted from it

  BenB 111 views 22 comments 1 point Most recent by BenB March 5Using the Spending Plan
• 
  My "budget" runs from the 15th to the 15th of the following month. Best practices?

  Answered ✓ mrpiano 91 views 18 comments 0 points Most recent by DannyB February 26Using the Spending Plan
• 
  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Ankitkumar 31 views 3 comments 1 point Most recent by SRC54 February 21Using the Spending Plan
• 
  Total Spending Left for the Month

  Jay8 41 views 3 comments 2 points Most recent by Coach Jon February 21Using the Spending Plan

• 
  QBP - How best to track Personal payment to cover Business transactions?

  Question Flopbot 2 views 0 comments 0 points Started by Flopbot 4:46AM Using Transfers
• 
  Transfers detected as withdrawals and income

  Closed MattS 31 views 3 comments 0 points Most recent by RobWilk January 15Using Transfers
• 
  Merged: Error when setting up account transfers

  Closed Flopbot 11 views 0 comments 0 points Most recent by RobWilk December 2024Using Transfers
• 
  Can I "start over" with recurring transfers?

  Closed DannyB 81 views 3 comments 0 points Most recent by Flopbot July 2024Using Transfers
• 
  Autopay from checking to credit card, why two credits and one debit?

  Closed Tom Gorrell 81 views 5 comments 0 points Most recent by DannyB May 2024Using Transfers

• 
  Watchlists not working for over a year

  ejs 11 views 1 comment 0 points Most recent by Coach Jon February 26Using Watchlists
• 
  Tracking Credit Card Spending with Watchlist

  Closed Rick P 11 views 1 comment 0 points Most recent by Coach Jon February 12Using Watchlists
• 
  Revisit Making Watchlists Income Friendly

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

  Closed ericksonjb 41 views 3 comments 0 points Most recent by Coach Jon January 10Using Watchlists
• 
  Watchlist: Restrict timeframe for analysis

  Closed vchan 21 views 1 comment 0 points Most recent by UrsulaA December 2024Using Watchlists