All Categories

• 
  The Community Meetup - October 2025 Edition

  Announcement Coach Natalie 730 views 4 comments 1 point Most recent by RobWilk October 2The Community Meetup Newsletter
• 
  The Community Meetup - July 2025 Edition

  Closed Coach Natalie 131 views 4 comments 1 point Most recent by DryHeat July 5The Community Meetup Newsletter
• 
  The Community Meetup - April 2025 Edition

  Closed Coach Natalie 405 views 5 comments 1 point Most recent by SRC54 April 1The Community Meetup Newsletter

• 
  Setting up fund accounts

  Answered ✓ Closed Julie V 47 views 1 comment 0 points Most recent by Coach Jon September 24Business Accounts
• 
  SIMPLIFI Personal and Business - stripe is not an option to add?

  Closed MStar 30 views 2 comments 0 points Most recent by MStar July 7Business Accounts
• 
  Merged: Please add eQuipt

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

  Answered ✓ Closed BLLO 151 views 3 comments 0 points Most recent by DryHeat March 31Business Accounts
• 
  Quicken / Intuit annual fee for qfx download

  Closed anthony_adp2 36 views 3 comments 0 points Most recent by Coach Jon March 12Business Accounts

• 
  Rename and Hide mandatory business categories

  Closed jimvano 23 views 1 comment 0 points Most recent by Flopbot May 31Business Categories
• 
  Business Categories vs. Personal Categories

  Closed Flopbot 56 views 2 comments 2 points Most recent by Flopbot April 25Business Categories
• 
  Customize categories?

  Answered ✓ Closed neencollc 216 views 9 comments 0 points Most recent by Coach Tara March 18Business Categories
• 
  How to make Expenses list show only expenses for Schedule I selected?

  Answered ✓ Closed vershova22 44 views 1 comment 0 points Most recent by Coach Jon December 2024Business Categories

• 
  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 5 views 0 comments 0 points Started by Dick_Davis December 7 Business Reports
• 
  Where is (or is) credit score on QBP?

  Answered ✓ Closed RobWilk 18 views 1 comment 0 points Most recent by RobWilk November 3Business Reports
• 
  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 33 views 3 comments 0 points Most recent by Coach Natalie October 2Business Reports
• 
  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 27 views 4 comments 0 points Most recent by TK_25 September 26Business Reports
• 
  Can I run a spending report for a specific business within Business & Personal?

  Closed IB1542 17 views 3 comments 0 points Most recent by Coach Kristina May 4Business Reports

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

  Closed DryHeat 27 views 1 comment 0 points Most recent by DannyB July 12Clients & Projects

• 
  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Truthsayer 32 views 5 comments 0 points Most recent by Coach Jon 5:56PMGeneral Troubleshooting
• 
  Why are Zelle payments automatically classified as Transfers when they are payments?

  110011 63 views 11 comments 0 points Most recent by Coach Jon December 5General Troubleshooting
• 
  Unable to change the category on a linked refund (edited)

  cloudquick 108 views 25 comments 0 points Most recent by Coach Jon December 2General Troubleshooting
• 
  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  RobWilk 19 views 1 comment 0 points Most recent by DryHeat November 30General Troubleshooting
• 
  Quicken Simplifi - Stripe Workflow Question

  Answered ✓ GuerillaTime68 54 views 7 comments 0 points Most recent by DryHeat November 24General Troubleshooting

• 
  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Asher 14 views 1 comment 0 points Most recent by Coach Jon 10:15PMInvoices & Estimates
• 
  Register Shows Credit in Client Invoices, But Balance is Zero

  rkjones 11 views 1 comment 0 points Most recent by rkjones December 12Invoices & Estimates
• 
  Invoice Feedback: Returns

  Closed jonathanstarward 14 views 1 comment 0 points Most recent by Coach Natalie September 30Invoices & Estimates
• 
  Tracking billable hours in QBP (edited)

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

  Closed cjjones21 33 views 1 comment 1 point Most recent by Coach Natalie June 9Invoices & Estimates

• 
  How do I delete a business and its invoice?

  Answered ✓ Closed sidewalkboots 31 views 1 comment 0 points Most recent by DryHeat September 1Managing Businesses

• 
  1

  Up Down
  Ability to hide Categories in each Space (edited)

  DryHeat 11 views 0 comments 1 point Started by DryHeat 7:55PM Quicken Business & Personal Feature Requests
• 
  7

  Up Down
  QBP: Ability to delete ALL business categories (edited)

  Flopbot 53 views 3 comments 7 points Most recent by DryHeat 7:44PMQuicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Ability to filter by "No Client" (edited)

  sidewalkboots 18 views 1 comment 1 point Most recent by Coach Natalie December 9Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 14 views 1 comment 1 point Most recent by DryHeat December 8Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Ability to have more than one Email in a Business (edited)

  Dick_Davis 10 views 0 comments 1 point Started by Dick_Davis December 8 Quicken Business & Personal Feature Requests

• 
  Totally confused with the name

  Norm6257 25 views 2 comments 0 points Most recent by SRC54 December 6Quicken Business & Personal Feedback
• 
  Asked to upgrade to business inside of QBP

  RobWilk 20 views 2 comments 0 points Most recent by RobWilk November 25Quicken Business & Personal Feedback
• 
  Unable to delete Items and Projects in Invoices

  Closed cyberstackn 29 views 2 comments 0 points Most recent by DryHeat October 23Quicken Business & Personal Feedback
• 
  QBP: Attach Receipts to Client Invoices [Edited]

  Closed JMWDBA 20 views 3 comments 1 point Most recent by JMWDBA September 29Quicken Business & Personal Feedback
• 
  Feedback on Projects, Tasks, and Billing

  Closed JMWDBA 18 views 2 comments 0 points Most recent by JMWDBA September 27Quicken Business & Personal Feedback

• 
  All My Recurring Transaction Series Disappeared!!!

  Closed anold 250 views 43 comments 0 points Most recent by Coach Jon October 27Report a Bug for Quicken Business & Personal
• 
  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 240 views 32 comments 0 points Most recent by Padavan21 October 1Report a Bug for Quicken Business & Personal
• 
  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
• 
  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 207 views 32 comments 0 points Most recent by Coach Natalie September 19Report a Bug for Quicken Business & Personal
• 
  Net worth report not matching All accounts net worth

  Closed EMAW_fan 39 views 7 comments 1 point Most recent by Coach Natalie August 29Report a Bug for Quicken Business & Personal

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

  Closed nrp06 50 views 1 comment 0 points Most recent by Coach Natalie February 5FAQ Section
• 
  How to access the Community from Quicken Simplifi

  Closed UrsulaA 58 views 0 comments 2 points Started by UrsulaA October 2024 FAQ Section
• 
  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 50 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
• 
  Most Requested Report Features

  Closed UrsulaA 117 views 1 comment 5 points Most recent by UrsulaA September 2024FAQ Section
• 
  Simplifi Idea List/Roadmap

  Closed UrsulaA 164 views 2 comments 5 points Most recent by SRC54 September 2024FAQ Section

• 
  New to Simplifi

  TarantulaTim 17 views 1 comment 1 point Most recent by RobWilk December 15Introduce yourself!
• 
  Just starting again

  Luke2017$ 10 views 1 comment 0 points Most recent by Coach Jon December 8Introduce yourself!
• 
  Brand Spanking New

  Closed Melon_Collie 33 views 3 comments 2 points Most recent by SRC54 September 26Introduce yourself!
• 
  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 53 views 8 comments 0 points Most recent by SRC54 September 25Introduce yourself!
• 
  How Can I Save Money Effectively?

  Closed jack145 44 views 3 comments 0 points Most recent by DannyB August 5Introduce yourself!

• 
  What is your favorite holiday movie?

  Announcement Coach Kristina 73 views 8 comments 0 points Most recent by DannyB December 12The Water Cooler
• 
  IRA Distributions and Qualified Distributions to Save Income Tax

  SRC54 10 views 1 comment 1 point Most recent by SRC54 December 3The Water Cooler
• 
  Gobble Up Some Gratitude!

  Closed Coach Natalie 95 views 5 comments 1 point Most recent by DannyB November 18The Water Cooler
• 
  CC Debt: The kind of thing i'm currently manually using Excel for (Simplifi 'could' use this)

  Closed RobWilk 28 views 0 comments 0 points Started by RobWilk November 11 The Water Cooler
• 
  Trick or Treat for Your Wallet

  Closed Coach Natalie 111 views 6 comments 0 points Most recent by DryHeat October 27The 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
• 
  How to Enable Community Notifications

  Announcement Closed Coach Natalie 97 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 2.2K views 0 comments 8 points Started by Coach Natalie September 2020 Using the Community
• 
  Your Guide to Community Ranks

  Announcement Closed Coach Kathryn 154 views 0 comments 9 points Started by Coach Kathryn September 2019 Using the Community
• 
  How to post to the Community

  Announcement Closed Coach Kathryn 995 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

• 
  Quicken Support Closed 11/27/25 in Observance of Thanksgiving

  Closed Coach Natalie 12 views 0 comments 0 points Started by Coach Natalie November 26 Announcements
• 
  An Update from Eric Dunn, Quicken CEO

  Closed Coach Natalie 366 views 0 comments 2 points Started by Coach Natalie July 22 Announcements
• 
  A warm welcome to our newest Superuser!

  Closed Coach Natalie 185 views 5 comments 6 points Most recent by Dick_Davis June 27Announcements
• 
  Server Maintenance 5/21/25

  Closed Coach Natalie 34 views 0 comments 3 points Started by Coach Natalie May 20 Announcements
• 
  [ONGOING] Errors connecting to Vanguard Accounts or enrolling with new Vanguard connection method

  Closed Coach Janean 3.9K views 1 comment 4 points Most recent by Coach Natalie April 11Announcements

• 
  New Feature Alert: Customize Dashboard!

  Announcement Coach Natalie 419 views 2 comments 4 points Most recent by Coach Natalie December 16Updates From the Product Team
• 
  Web Releases 4.87.0 - 4.87.2

  Announcement Closed Coach Natalie 176 views 0 comments 1 point Started by Coach Natalie December 15 Updates From the Product Team
• 
  Mobile Release 5.45.0

  Announcement Closed Coach Natalie 147 views 0 comments 0 points Started by Coach Natalie December 8 Updates From the Product Team
• 
  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 249 views 0 comments 1 point Started by Coach Natalie November 26 Updates From the Product Team
• 
  New Feature Alert: Account Register Update!

  Announcement Coach Natalie 252 views 0 comments 3 points Started by Coach Natalie November 21 Updates From the Product Team

• 
  [ONGOING] 9/29/25: Incorrect Manual Account Balance

  Coach Jon 254 views 1 comment 1 point Most recent by Coach Natalie October 13Known Product Issues
• 
  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 55 views 1 comment 1 point 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 308 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 99 views 1 comment -1 point Most recent by Coach Jon February 25Known Product Issues
• 
  [ONGOING] 01/24/25: Issue with Selecting Split Transfer Transactions in Simplifi Web Application

  Coach Jon 948 views 1 comment 0 points Most recent by Coach Jon February 7Known Product Issues

• 
  NEW 12/18/25: TD Bank - Issue connecting multiple logins

  Announcement Coach Natalie 7 views 0 comments 0 points Started by Coach Natalie 7:38PM Current Online Banking Issues
• 
  NEW 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Announcement Coach Jon 13 views 0 comments 0 points Started by Coach Jon 6:15PM Current Online Banking Issues
• 
  [UPDATED] 11/24/25: Elevations Credit Union-CO returning to.100 error/FDP-101 error

  Announcement Coach Jon 359 views 2 comments 6 points Most recent by Coach Jon December 16Current Online Banking Issues
• 
  NEW 12/15/25: Synchrony Bank & Synchrony Store-Branded Cards returning an FDP-103 error

  Announcement Coach Natalie 21 views 0 comments 0 points Started by Coach Natalie December 15 Current Online Banking Issues
• 
  NEW 12/15/25: New York State Deferred Compensation returns an FDP-102 error

  Announcement Coach Natalie 8 views 0 comments 0 points Started by Coach Natalie December 15 Current Online Banking Issues

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

  RobWilk 34 views 2 comments 3 points Most recent by SRC54 November 22Share your Success!
• 
  Statement Reconciliation Work Around

  Closed Dick_Davis 76 views 3 comments 1 point Most recent by Dick_Davis September 4Share your Success!
• 
  Account & Category Naming – One Approach

  Closed Dick_Davis 32 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 48 views 2 comments 0 points Most recent by RobWilk July 27Share your Success!

• 
  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 406 views 57 comments 0 points Most recent by SRC54 3:41PMEarly Access User Feedback
• 
  Account Register Update: Share your feedback here!

  Announcement Coach Natalie 359 views 50 comments 0 points Most recent by SRC54 December 13Early Access User Feedback
• 
  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 67 views 10 comments 0 points Most recent by SRC54 December 13Early Access User Feedback
• 
  Account to Account Transfers (A2A): Share your feedback here!

  Announcement Coach Natalie 2K views 147 comments 2 points Most recent by bob303727 December 3Early Access User Feedback
• 
  Spending and Income Tabs in Your Registers: Share your feedback here!

  Announcement Coach Natalie 50 views 9 comments 0 points Most recent by EL1234 November 19Early Access User Feedback

• 
  10

  Up Down
  Allow users to specify the order in which Transaction Rules are applied (edited)

  DryHeat 29 views 3 comments 10 points Most recent by EL1234 4:12PMFeature Requests
• 
  9

  Up Down
  Add Projected Cash Flow Graph to Mobile

  TCEnt 104 views 6 comments 9 points Most recent by penalty3fiber December 17Feature Requests
• 
  1

  Up Down
  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 13 views 1 comment 1 point Most recent by Coach Jon December 17Feature Requests
• 
  5

  Up Down
  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  jgrede 84 views 6 comments 5 points Most recent by Coach Natalie December 17Feature Requests
• 
  1

  Up Down
  Web App Accounts List: Don't shift the numbers left when the scrollbar is presented (edited)

  micky 35 views 1 comment 1 point Most recent by Coach Natalie December 17Feature Requests

• 
  Customize Dashboard: Share your feedback here!

  Announcement Coach Natalie 220 views 30 comments 0 points Most recent by Coach Natalie December 17Feedback
• 
  Mileage Tracker for QBP: Share your feedback here!

  Announcement Coach Natalie 322 views 30 comments 0 points Most recent by Asher December 14Feedback
• 
  Advanced Transaction Rules: Share your feedback here!

  Announcement Coach Natalie 365 views 49 comments 0 points Most recent by DannyB November 25Feedback
• 
  Running Balance Column in Account Registers

  Ames.Vannah 36 views 5 comments 1 point Most recent by SRC54 7:15PMFeedback
• 
  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 235 views 15 comments 0 points Most recent by Coach Natalie December 16Feedback

• 
  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Dick_Davis 35 views 5 comments 0 points Most recent by Dick_Davis December 3How do you Quicken Simplifi?
• 
  Getting Setup for 2026 - A Just for Fun Post

  DannyB 62 views 8 comments 2 points Most recent by DryHeat November 29How do you Quicken Simplifi?
• 
  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 39 views 5 comments 0 points Most recent by DannyB October 10How do you Quicken Simplifi?
• 
  How much time do you Simplifi weekly?

  Closed Flopbot 47 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?

• 
  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 106 views 18 comments 0 points Most recent by rosachin21k December 17Report a Bug
• 
  Investment Transaction Will Not Update Manually on Mobile (edited)

  Forteleza 66 views 9 comments 0 points Most recent by Coach Natalie December 17Report a Bug
• 
  Watchlist amounts are incorrect (edited)

  sidewalkboots 103 views 13 comments 0 points Most recent by Coach Jon December 16Report a Bug
• 
  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  DryHeat 52 views 5 comments 1 point Most recent by DryHeat December 16Report a Bug
• 
  Check # field is missing on the mobile app

  System 98 views 16 comments 0 points Most recent by Coach Jon December 4Report a Bug

• 
  5

  Up
  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  jmille22 107 views 4 comments 5 points Most recent by Buckstar 8:50PMReport Missing Financial Institution
• 
  80

  Up
  Add OneFinance/OnePay to Supported Banks (edited)

  docpurple1961 2.4K views 96 comments 80 points Most recent by jondehen December 17Report Missing Financial Institution
• 
  10

  Up
  Please add Mazda Financing

  Annie 331 views 12 comments 10 points Most recent by Theprainos December 17Report Missing Financial Institution
• 
  16

  Up
  Please add Desert Financial Credit Union for online access.

  EddieTrina 934 views 36 comments 16 points Most recent by kimberlyjarman December 16Report Missing Financial Institution
• 
  21

  Up
  Bright Start Savings - for investors NOT advisors

  bowgy4 2.1K views 87 comments 21 points Most recent by Quick40S December 12Report Missing Financial Institution

• 
  Prompt Payer Badge… I WAS doing so well!

  DannyB 609 views 64 comments 1 point Most recent by DannyB December 2Achievements
• 
  Update on my one remaining achievement badge

  Closed DannyB 27 views 4 comments 0 points Most recent by DannyB August 9Achievements

• 
  American Century Accounts Already Added

  vollmas 48 views 10 comments 0 points Most recent by Coach Jon 9:55PMAdding and Updating Accounts
• 
  Any update on the FDP-105 error received when trying to connect a Human Interest account?

  Answered bransena7 9 views 1 comment 0 points Most recent by Coach Jon 8:38PMAdding and Updating Accounts
• 
  Cannot connect to TIAA Brokerage Account - error FDP 155

  adamskijl 9 views 1 comment 0 points Most recent by Coach Jon 8:35PMAdding and Updating Accounts
• 
  Accounts at TD Bank with separate login credentials being lumped together

  ejs 364 views 34 comments 0 points Most recent by Coach Natalie 7:41PMAdding and Updating Accounts
• 
  Robinhood - Savings accounts don't show up (edited)

  simplira 106 views 17 comments 0 points Most recent by Coach Jon 6:50PMAdding and Updating Accounts

• 
  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 128 views 23 comments 0 points Most recent by Coach Jon December 15Bills and Income
• 
  Multiple categories to recurring transaction

  Answered ✓ Peter T 24 views 2 comments 0 points Most recent by SRC54 December 6Bills and Income
• 
  Bill Connect: Costco Not Connecting

  TiggerTrainer 89 views 18 comments 0 points Most recent by Coach Jon December 4Bills and Income
• 
  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 274 views 14 comments 1 point Most recent by bvw123 November 30Bills and Income
• 
  Does editing an individual reminder change the "Exact Amount" setting for that one?

  RobWilk 79 views 15 comments 0 points Most recent by RobWilk November 24Bills and Income

• 
  Pending vs. Cleared transactions

  Closed tim40 40 views 4 comments 0 points Most recent by tim40 November 7Categories and Tags
• 
  Emoji Category Support

  Closed DK777 13 views 1 comment 0 points Most recent by Coach Natalie October 17Categories and Tags
• 
  How to restore default categories

  Answered ✓ Closed SV97 36 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

• 
  How do I use Simplifi

  NoraBelle 27 views 2 comments 0 points Most recent by DannyB December 8Getting Started
• 
  Simplifi Business & Personal Information

  Dick_Davis 23 views 2 comments 1 point Most recent by Dick_Davis December 5Getting Started
• 
  Merged: Looking for a Simplifi coach

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

  Closed DaveVT 56 views 8 comments 0 points Most recent by DannyB November 4Getting Started
• 
  Backup prior to import?

  Answered ✓ Closed jude_est 29 views 2 comments 0 points Most recent by DryHeat November 3Getting Started

• 
  What categories would we use for investment transactions, dividends, outflows, fees?

  GJN 14 views 1 comment 0 points Most recent by SRC54 December 8Investments
• 
  Manually updating TSP Investments with number of shares/cost each payperiod

  grahamtj01 20 views 2 comments 0 points Most recent by Coach Kristina December 7Investments
• 
  Investment Transaction Duplications (edited)

  neon45 1.1K views 117 comments 0 points Most recent by neon45 December 3Investments
• 
  Toronto Stock Exchange Symbols Not Working

  donnajean 87 views 14 comments 0 points Most recent by Coach Jon December 2Investments
• 
  Baird Account Missing Holdings (edited)

  disc2120 42 views 9 comments 0 points Most recent by Coach Natalie December 1Investments

• 
  Rule to automatically trim Payee Name

  randy-sk 23 views 3 comments 0 points Most recent by randy-sk December 15Managing Your Transactions
• 
  How to display all category levels in Quicken Simplifi register?

  Eric D 22 views 2 comments 0 points Most recent by Coach Natalie December 2Managing Your Transactions
• 
  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  OldTimeQuickUser 31 views 1 comment 0 points Most recent by Coach Natalie November 26Managing Your Transactions
• 
  Position the selection for the category at the one selected.

  dtorg1955 16 views 1 comment 0 points Most recent by Coach Jon November 24Managing Your Transactions
• 
  Manually link transfers to each other

  paradisfm 35 views 3 comments 0 points Most recent by RickS November 22Managing Your Transactions

• 
  Projected Cash Flow Does Not Account for Pending Transactions

  Ames.Vannah 46 views 4 comments 0 points Most recent by Ames.Vannah December 17Projected Cash Flow
• 
  Why are my Credit Card Payments Added to my Projected Cash Flow?

  Closed The Merg 73 views 5 comments 0 points Most recent by DryHeat August 23Projected Cash Flow
• 
  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 35 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 49 views 4 comments 0 points Most recent by DryHeat June 24Projected Cash Flow

• 
  Dashboard customizations are not sticking on iPad

  System 43 views 9 comments 0 points Most recent by Coach Jon 4:53PMTroubleshooting
• 
  Elevations Credit Union sync outage - to.100 error (edited)

  RFL281 137 views 11 comments 2 points Most recent by Coach Jon December 16Troubleshooting
• 
  Difference between Accounts List and the Net Worth Report (edited)

  jonoruss 42 views 4 comments 0 points Most recent by Coach Jon December 16Troubleshooting
• 
  Transactions in accounts setup to include in Reports are being excluded

  ThadW 49 views 7 comments 0 points Most recent by Coach Jon December 15Troubleshooting
• 
  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  jdtrujillo 33 views 6 comments 0 points Most recent by SRC54 December 14Troubleshooting

• 
  Merged: Income Report Mismatched Colors

  Closed yfor11 5 views 0 comments 0 points Started by yfor11 December 16 Using Reports
• 
  Seeing Month to Month spending for a particular category

  Answered Thomas56 20 views 1 comment 0 points Most recent by DannyB December 15Using Reports
• 
  Adding back tag field to spending report

  zipfamily 56 views 8 comments 0 points Most recent by DryHeat November 27Using Reports
• 
  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 32 views 3 comments 0 points Most recent by SRC54 November 11Using Reports
• 
  Portfolio Report

  Closed Adanac 19 views 2 comments 0 points Most recent by Coach Natalie November 3Using Reports

• 
  Link Savings Goal to Account Balance

  mdesch 11 views 1 comment 0 points Most recent by Coach Kristina December 13Using Savings Goals
• 
  How to withdraw from savings goal?

  Closed llamafilm 38 views 4 comments 0 points Most recent by RobWilk November 8Using Savings Goals
• 
  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 35 views 3 comments 1 point Most recent by Coach Natalie November 7Using Savings Goals
• 
  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 42 views 1 comment 1 point Most recent by Coach Kristina October 12Using Savings Goals
• 
  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 72 views 10 comments 0 points Most recent by DryHeat September 26Using Savings Goals

• 
  Do "Spaces" and "datasets" mean the same thing in Simplifi?

  Answered ✓ Closed DryHeat 30 views 5 comments 0 points Most recent by DryHeat November 18Using Space Sharing
• 
  Shouldn't "Spaces" and "Sharing" be separate features?

  Closed Stu B 62 views 6 comments 0 points Most recent by SRC54 November 12Using Space Sharing
• 
  Can I share my quicken with my accountant and financial advisor?

  Answered ✓ Closed TK_25 43 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_123 113 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

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

  Closed RockLee 95 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 42 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 19 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

• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Answered DryHeat 50 views 8 comments 0 points Most recent by DryHeat December 13Using the Spending Plan
• 
  How do I show third level categories transactions in [planned spend]?

  Answered ✓ PatD 67 views 17 comments 0 points Most recent by DryHeat December 3Using the Spending Plan
• 
  Spending plan expenses disappeared (edited)

  Ruonline 17 views 1 comment 0 points Most recent by SRC54 November 21Using the Spending Plan
• 
  Improve Budgeting Feature

  eteam49ers 33 views 1 comment 3 points Most recent by Coach Jon November 20Using the Spending Plan
• 
  Add Tags to Transactions in Spending Plan

  Closed MikeZ 38 views 3 comments 4 points Most recent by Coach Natalie November 17Using the Spending Plan

• 
  Adding subcategories under "Transfer"

  Answered ✓ DryHeat 60 views 12 comments 0 points Most recent by EL1234 November 23Using Transfers
• 
  How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

  Answered ✓ Closed DannyB 44 views 5 comments 0 points Most recent by SRC54 July 22Using Transfers
• 
  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
• 
  Merged: will transfer verification deposits be withdrawn?

  Closed dcleck 1 view 0 comments 0 points Most recent by DryHeat July 8Using Transfers
• 
  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

• 
  Projected Spending Logic in Watchlists (edited)

  jwphillips 28 views 3 comments 0 points Most recent by SRC54 December 4Using Watchlists
• 
  Spending watchlist shows planned expenses that haven't occurred yet

  Closed BenB 36 views 3 comments 0 points Most recent by BenB April 1Using Watchlists
• 
  Watchlists not working for over a year

  Closed ejs 15 views 1 comment 0 points Most recent by Coach Jon February 26Using Watchlists
• 
  Tracking Credit Card Spending with Watchlist

  Closed Rick P 15 views 1 comment 1 point 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