Troubleshooting

Discussion List

• 
  Spending Plan Frustration

  Closed Michellejs 32 views 3 comments 1 point Most recent by RobWilk April 2025
• 
  Cannot Delete Tags

  Closed BASimpson 31 views 1 comment 1 point Most recent by Coach Natalie March 2025
• 
  Merged: Coinbase No Longer Connecting

  Closed noahw 1 view 0 comments 0 points Most recent by noahw March 2025
• 
  Unable to make Target Red Card a manual account

  Closed DavidB 41 views 2 comments 0 points Most recent by DavidB March 2025
• 
  How to get BTC to track Bitcoin and not Grayscale Bitcoin Mini Trust ETF

  Closed revsue 42 views 2 comments 0 points Most recent by revsue March 2025
• 
  & symbol in statement name appears to cause rule to not work

  Closed dividebylife 22 views 3 comments 0 points Most recent by DryHeat March 2025
• 
  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ Closed DryHeat 23 views 2 comments 0 points Most recent by DryHeat March 2025
• 
  Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

  Closed Vivek 64 views 1 comment 0 points Most recent by Coach Kristina March 2025
• 
  Last updated Date/Time is now missing for some Quicken accounts

  Closed sjw519 41 views 4 comments 0 points Most recent by sjw519 March 2025
• 
  Error in the planned spending calculation?

  Closed amynkerr 21 views 1 comment 0 points Most recent by Coach Jon March 2025
• 
  Taxes Report is missing data for certain date ranges (edited)

  Closed fcb 952 views 116 comments 0 points Most recent by Coach Jon March 2025
• 
  I'm not sure where my social security deposit is going

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon March 2025
• 
  Merged: Last updated Date/Time is now missing for some Quicken accounts

  Closed sjw519 1 view 0 comments 0 points Most recent by sjw519 March 2025
• 
  Missing deposit

  Closed Heather DeBey 33 views 7 comments 0 points Most recent by Heather DeBey March 2025
• 
  Old payees still showing up in Payee search, Can i delete them somehow?

  Closed RobWilk 22 views 3 comments 0 points Most recent by RobWilk March 2025
• 
  Vanguard Format

  Closed @kwthere 31 views 1 comment 0 points Most recent by Coach Jon March 2025
• 
  I have notifications turned off, how do I STOP the pop up that 'Turn Notifications On'

  Closed btrobin2 37 views 2 comments 0 points Most recent by SRC54 March 2025
• 
  Refund for account outside US

  Closed tonysf 1 view 1 comment 0 points Most recent by Coach Natalie March 2025
• 
  Can't get rules to work (new to Simplifi)

  Closed barncrow 117 views 12 comments 0 points Most recent by DryHeat March 2025
• 
  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 121 views 8 comments 0 points Most recent by Coach Natalie March 2025
• 
  Subscription refund

  Closed mikebrew 21 views 1 comment 0 points Most recent by Coach Jon March 2025
• 
  Fidelity deposits register as 2 transactions

  Closed disc2120 93 views 17 comments 0 points Most recent by Coach Jon March 2025
• 
  Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 113 views 15 comments 0 points Most recent by ordi4les March 2025
• 
  Merged: Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 11 views 0 comments 0 points Most recent by SRC54 March 2025
• 
  How do I clear an old pending transaction?

  Answered ✓ Closed ender 76 views 2 comments 0 points Most recent by ender March 2025
• 
  $ Dashboard and "Investing" do not agree

  Closed Jea 71 views 7 comments 0 points Most recent by Coach Jon February 2025
• 
  Laurel Road FDP-102 error (edited)

  Closed MishaM 11 views 1 comment 0 points Most recent by Coach Jon February 2025
• 
  Tracking Treasury Bill Discrepancies in Quicken

  Closed qckenguy 11 views 2 comments 0 points Most recent by qckenguy February 2025
• 
  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 112 views 3 comments 0 points Most recent by DannyB February 2025
• 
  Rule does not apply for past and future transactions, Any current issue?

  Closed Kaushal Mehta 62 views 11 comments 0 points Most recent by Coach Jon February 2025