Recent Discussions

Discussion List

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  Recently added Financial Institutions!

  Announcement Closed Coach Natalie 15 views 0 comments 0 points Started by Coach Natalie January 19 Updates from the Product Team
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  Release 2.15.0

  Announcement Closed Coach Paco 25 views 0 comments 0 points Started by Coach Paco January 19 Updates from the Product Team
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  [ONGOING] 1/4/21: Expected download interruptions this week due to stimulus payments

  Announcement Closed Coach Natalie 37 views 0 comments 0 points Started by Coach Natalie January 4 Current Online Banking Issues
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  Simplifi Community is moving to Single Sign On: What you need to know

  Announcement Closed Coach Kathryn 125 views 0 comments 3 points Started by Coach Kathryn December 2020 Announcements
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  An Update from Eric Dunn, Quicken CEO

  Announcement Coach Nicole 151 views 0 comments 7 points Started by Coach Nicole November 2020 Announcements
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  Tell us how you use Simplifi!

  Announcement Coach Tappan 223 views 26 comments 6 points Most recent by Coach Tappan June 2020How do you Simplifi?
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 35 views 0 comments 0 points Started by Coach Kathryn September 2019 Using the Community
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  The rules / rewrite engine is a mess

  Active timmyc123 6 views 0 comments 1 point Started by timmyc123 2:33PM Feature Requests
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  Missing Utah Educational Savings Plan (aka my529)

  Active LAMD 14 views 4 comments 3 points Most recent by lowkeyfaust 6:23AMReport Missing Financial Institution
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  Manual linking for transcations

  User18379 3 views 0 comments 0 points Started by User18379 2:55AM Managing your Transactions
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  Managing your Transactions

  Question hillmanlam 7 views 0 comments 0 points Started by hillmanlam 12:07AM Managing your Transactions
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  Feedback

  hillmanlam 5 views 0 comments 0 points Started by hillmanlam January 19 Feedback
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  Investments - Insurance

  hillmanlam 13 views 0 comments 0 points Started by hillmanlam January 19 Adding and Updating Accounts
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  Bills Recurring not matching with actual

  asubbaiyanprof 6 views 0 comments 0 points Started by asubbaiyanprof January 19 Bills and Income
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  Issues with USAA

  boboysdadda 16 views 1 comment 0 points Most recent by boboysdadda January 19Adding and Updating Accounts
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  Cannot connect to Pershing Investments www.netxinvestor.com

  tsi123 5 views 0 comments 0 points Started by tsi123 January 19 Adding and Updating Accounts
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  Slow Performance

  nmcmahon1215 4 views 0 comments 0 points Started by nmcmahon1215 January 19 Feedback
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  Add Percentage to Spending Report

  Active brianc 6 views 0 comments 0 points Started by brianc January 18 Feature Requests
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  Do any investment accounts link to Simplifi?

  Answered nthoendel 17 views 1 comment 0 points Most recent by Mamote January 18Adding and Updating Accounts
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  Which Category for 529 Plan monthly contributions?

  Answered vbonfanti 10 views 2 comments 0 points Most recent by bcrossman January 18Investments
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  Problem with E*Trade bank and brokerage

  chiefplt 6 views 0 comments 0 points Started by chiefplt January 18 Adding and Updating Accounts
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  Quicken and Simplifi

  Question ralphhere 11 views 0 comments 0 points Started by ralphhere January 17 Getting Started
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  Bank Transactions Not Downloading

  ralphhere 24 views 8 comments 0 points Most recent by ralphhere January 17Adding and Updating Accounts
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  AOD FCU no longer working - they changed something on their side as [removed] now works.

  mljshield3 24 views 9 comments 0 points Most recent by mljshield3 January 17Adding and Updating Accounts
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  Simplifi Stops Responding on iPhone 12

  Pass&Now590 6 views 0 comments 0 points Started by Pass&Now590 January 16 Troubleshooting
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  Saving Goal contributions not reflected in Spending Plan

  Accepted Answer dbcoyer 25 views 4 comments 0 points Most recent by mdavec January 16Using the Spending Plan
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  Assigning recurring income on mobile still produces duplicate entries

  bcrossman 4 views 0 comments 0 points Started by bcrossman January 16 Report a Bug
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  Connecting to Path2College 529 Savings Plan

  vbonfanti 15 views 2 comments 0 points Most recent by vbonfanti January 16Adding and Updating Accounts
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  Unable to connect to PNC bank accounts…for months now.

  TWT 28 views 9 comments 0 points Most recent by akirattilia January 16Adding and Updating Accounts
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  AppleCard

  Active Chris Crosier 20 views 2 comments 2 points Most recent by asubbaiyanprof January 16Report Missing Financial Institution
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  Support for Stash

  Active lowkeyfaust 16 views 2 comments 1 point Most recent by lowkeyfaust January 16Report Missing Financial Institution
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  Add OneFinance to Supported Banks

  Active docpurple1961 38 views 5 comments 5 points Most recent by Coach Natalie January 15Report Missing Financial Institution
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  Via Benefits

  Active dmangus 6 views 2 comments 1 point Most recent by dmangus January 15Report Missing Financial Institution
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  Idea - sync/reconcile Amazon/Major retailer order details would be amazing

  Active jonathanhle 25 views 2 comments 3 points Most recent by scottnliz January 15Feature Requests
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  Spouse/Couple mode for easy way to manage transactions between two people [edited]

  Active nichodamous 59 views 5 comments 4 points Most recent by luke January 15Feature Requests