Recent Discussions

Discussion List

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  Unable to connect to Elevations - FDP-102 (edited)

  freirich 49 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  sdmoore59 18 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Invoice Feedback: Need "Enter/Return" key to be effective

  jonathanstarward 10 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts
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  Savings Goals show wrong completion percentages and other incorrect info (edited)

  MattS 46 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug
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  Home Equity Loan current balance owed shows as Positive Amount

  ronshapiro 33 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 20 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)

  jhst 64 views 10 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  QBP: Ability to delete ALL business categories (edited)

  Active Flopbot 115 views 7 comments 10 points Most recent by Midwest867 February 4Quicken Business & Personal Feature Requests
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  Merged: Allow deletion of all business categories (edited)

  Closed Midwest867 13 views 0 comments 1 point Started by Midwest867 February 4 Feature Requests
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  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  TiggerTrainer 20 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
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  How are we to use the new "Unpaid" field now available in the register?

  DryHeat 20 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  American Education Services - Care Code: FDP-530

  atantillo 7 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  QBP: Ability to Delete or Archive Businesses (edited)

  Planned mattbroffman 188 views 9 comments 8 points Most recent by DryHeat February 3Quicken Business & Personal Feature Requests
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 78 views 7 comments 11 points Most recent by EL1234 February 3Feature Requests
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  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Started by wck_austin February 3 Feature Requests
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 103 views 8 comments 0 points Most recent by Coach Jon February 3General Troubleshooting
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  Support for Cinefi

  Active fortitood 7 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 324 views 38 comments 0 points Most recent by jonoruss February 3Troubleshooting
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  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Started by blaporte February 3 Report a Bug
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  Can't add Pen Fed HELOC account (edited)

  theoracle39 14 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Issue downloading splits to CSV (edited)

  gfrascione 17 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  cyberstackn 52 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Riding Rob 15 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Define Your 2026 Finances in Just One Word

  Coach Jon 197 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
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  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Started by jms1005 February 3 Report a Bug
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  tsananiu 165 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  maxvv 36 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ EL1234 33 views 2 comments 1 point Most recent by EL1234 February 3Adding and Updating Accounts
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  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug
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  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  rpulivarti 27 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug