Recent Discussions

Discussion List

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  Credit Score is blank/Verification Link Failed error (edited)

  Closed jd_22622 311 views 17 comments 0 points Most recent by Coach Natalie September 1Troubleshooting
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  Linking to Recurring Transaction Does Not Update Payee & Category

  Closed bcrossman 362 views 23 comments 0 points Most recent by Coach Natalie September 1Report a Bug
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  Closed BenB 183 views 12 comments 2 points Most recent by Coach Natalie September 1Feedback
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  Merged: Clicking the filter for "reviewed", my custom column order is reset to default

  Closed System 0 views 0 comments 0 points Most recent by nrp06 September 1Troubleshooting
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  Ability to set a custom default view for the Investments Performance tab (edited)

  Active pbryn1983 40 views 1 comment 3 points Most recent by SRC54 September 1Feature Requests
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  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Completed Closed disc2120 51 views 1 comment 1 point Most recent by disc2120 September 1Feature Requests
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  Create Rule: Allow and keep cursor location in between the "Contains" words

  Active pbryn1983 116 views 7 comments 1 point Most recent by Coach Natalie September 1Feature Requests
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  Merged: Ability to Archive/Hide Tags

  Closed disc2120 0 views 0 comments 1 point Started by disc2120 September 1 Feature Requests
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  Data transfer from Quicken

  In Review Shermani 5.1K views 42 comments 42 points Most recent by DryHeat September 1Feature Requests
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  Allow IRR calculation for any account

  Active pbryn1983 30 views 1 comment 1 point Most recent by pbryn1983 September 1Feature Requests
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  Merged: Spending dashboard

  Closed Zenon 10 views 0 comments 0 points Started by Zenon August 31 Feedback
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  Add a notification for when an institution/bank disconnects (edited)

  Active jcody21 23 views 0 comments 2 points Started by jcody21 August 31 Feature Requests
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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  Closed The Merg 935 views 63 comments 1 point Most recent by Coach Natalie August 31Adding and Updating Accounts
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  How to report a bug in Simplifi

  Answered Closed John CB 30 views 2 comments 0 points Most recent by Coach Natalie August 31Feedback
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  I tried comparing 2026 expenses by category to August 2025, and it doesn't pick up August

  Closed Tom B 70 views 3 comments 0 points Most recent by SRC54 August 31Troubleshooting
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  Re-learning Simplifi with all of the changes (edited)

  Closed Dick_Davis 50 views 1 comment 0 points Most recent by Coach Natalie August 31Feedback
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  Credit card reminder for Elan is not being updated with the payment due amount (edited)

  Closed RobI 80 views 4 comments 0 points Most recent by RobI August 31Bills and Income
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  Income & Expense Graph Card on Dashboard (edited)

  Closed mfgcharnc 110 views 3 comments 1 point Most recent by Coach Matthew August 31Feedback
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  QBP: Allow businesses to be tracked with ownership percentages (edited)

  Active pbryn1983 41 views 1 comment 2 points Most recent by Flopbot August 31Quicken Business & Personal Feature Requests
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  Amortization Schedule for Loans

  Active nicksimard 402 views 8 comments 27 points Most recent by Dariusz August 30Feature Requests
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  Auto-suggest transaction rules when editing a transaction (edited)

  Active pbryn1983 40 views 0 comments 1 point Started by pbryn1983 August 30 Feature Requests
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  Merged: Loving quicken assist

  Closed RobWilk 0 views 0 comments 0 points Started by RobWilk August 30 The Water Cooler
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  Create Custom Account Types

  Closed pbryn1983 41 views 2 comments 1 point Most recent by pbryn1983 August 30Feedback
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  HealthEquity Account FDP-108

  Closed Simplify1User 52 views 1 comment 1 point Most recent by Coach Kristina August 30Adding and Updating Accounts
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  Net Worth: Ability to link liabilities to assets (edited)

  Active pbryn1983 61 views 2 comments 2 points Most recent by pbryn1983 August 30Feature Requests
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  Navigation Bar (left side)

  Closed pbryn1983 43 views 2 comments 1 point Most recent by pbryn1983 August 30Feedback
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  Add a dashboard card for Subscriptions (edited)

  Active Tango200 53 views 3 comments 3 points Most recent by pbryn1983 August 30Feature Requests
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  Allow creation of a custom Target Asset Allocation goal

  Active pbryn1983 21 views 0 comments 1 point Started by pbryn1983 August 30 Feature Requests
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  Ability to have excluded transactions (when "shown") count toward report totals (edited)

  Active disc2120 191 views 5 comments 5 points Most recent by vxn August 30Feature Requests
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  Paying early moves the reminder to the transaction date (edited)

  Closed mamerica 90 views 5 comments 0 points Most recent by DryHeat August 29Using the Spending Plan