Recent Discussions

Discussion List

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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 541 views 15 comments 1 point Most recent by Coach Natalie May 1Bills and Income
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  Merged: Simplifi is missing 40% of April Transactions (edited)

  Closed Simpli_User_101 1 view 0 comments 0 points Started by Simpli_User_101 May 1 Report a Bug
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 152 views 14 comments 0 points Most recent by Coach Natalie May 1Investments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 393 views 23 comments 0 points Most recent by Coach Natalie May 1Adding and Updating Accounts
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  Merged: Missing Chase transactions that were previously in Simplifi — anyone else seen this?

  Closed AHAY 1 view 0 comments 1 point Most recent by werdnasouth May 1General Troubleshooting
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  Merged: Missing Transactions?

  Closed Pat H. 21 views 0 comments 1 point Most recent by RobI May 1Troubleshooting
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  Merged: Missing Transactions?

  Closed Pat H. 21 views 0 comments 1 point Most recent by SRC54 May 1Report a Bug for Quicken Business & Personal
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  Merged: Transactions disappearing. What are we, users, supposed to do?

  Closed nrp06 21 views 0 comments 1 point Most recent by SRC54 May 1Managing Your Transactions
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  Merged: Amex transactions disappeared last night

  Closed John Dressel 31 views 0 comments 0 points Most recent by SRC54 May 1Managing Your Transactions
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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Kelacom 47 views 7 comments 1 point Most recent by DryHeat April 30Categories and Tags
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  Merged: Stash 102 error (edited)

  Closed Flanniganm 11 views 0 comments 0 points Most recent by Flanniganm April 30Adding and Updating Accounts
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  Marcus accounts missing after opening CDs

  mjs560 155 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Marcus by Goldman Sachs is not available

  UrbanNomad 51 views 2 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Self-Custodial Crypto Wallets

  odrocs 12 views 3 comments 1 point Most recent by odrocs April 30Feature Requests
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  Web Release 6.17.0

  Closed Coach Natalie 170 views 0 comments 0 points Started by Coach Natalie April 30 Updates From the Product Team
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  Merged: Customize spending and income dashboard graphs with saved reports

  Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots April 30 Feature Requests
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  12

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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 84 views 4 comments 12 points Most recent by sidewalkboots April 30Feature Requests
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  15

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

  Active DryHeat 61 views 4 comments 15 points Most recent by sbennet1 April 30Feature Requests
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  "Apply rule to existing transactions" is not working

  cyberstackn 184 views 8 comments 1 point Most recent by Coach Natalie April 30Troubleshooting
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  3
  QBP: Ability to delete Items in Invoices

  Completed cyberstackn 24 views 3 comments 3 points Most recent by cyberstackn April 30Quicken Business & Personal Feature Requests
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  Freedom Mortgage Showing $0 Balance

  BlurrVT 45 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts
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  2
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Obsolete RobWilk 73 views 5 comments 2 points Most recent by Coach Natalie April 29Feature Requests
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  MishaM 23 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  [ONGOING] 4/15/26: Grand Bank-Tulsa OK - "invalid_client" error

  Coach Natalie 13 views 1 comment 0 points Most recent by Coach Jon April 29Current Online Banking Issues
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  [ONGOING] 4/15/26: Voya Financial- "No eligible accounts"/"You have already added all your accounts"

  Coach Natalie 322 views 1 comment 3 points Most recent by Coach Jon April 29Current Online Banking Issues
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  [ONGOING] 4/15/25: Valor Bank returns an FDP-2102 error

  Coach Natalie 16 views 1 comment 0 points Most recent by Coach Jon April 29Current Online Banking Issues
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  Add a Filter for "Untagged" (edited)

  Active SZR 326 views 17 comments 40 points Most recent by SRC54 April 29Feature Requests
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  Can I use Quicken Classic and Quicken Simplifi concurrently? (edited)

  Answered ✓ jctucsd 53 views 3 comments 0 points Most recent by Flopbot April 28Getting Started
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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  DryHeat 51 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug
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  Updating transactions re-expands the pending section (edited)

  MorganSD 32 views 6 comments 0 points Most recent by EL1234 April 28Troubleshooting