Recent Discussions

Discussion List

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  Spending Plan - How to include checking account balance?

  djp2025 18 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  TwelveSilverPennies 13 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 51 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Started by bsmorovitz February 3 Feedback
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  ogl 52 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  smking 5 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 14 views 0 comments 3 points Started by tmucsu February 2 Feature Requests
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Mr_C_Kent 14 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.5K views 121 comments 235 points Most recent by ClaudiaH February 2Feature Requests
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Jerristeve 3 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Tag list out of order on Web App

  meoge 54 views 11 comments 1 point Most recent by Coach Jon February 2Report a Bug
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  EQ Bank Error FDP-106

  donnajean 109 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Auto txn based alert

  jayyan 12 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback
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  Verizon Wireless - "Activation is rejected by Biller." (edited)

  lynchbro 117 views 11 comments 1 point Most recent by Coach Natalie February 2Bills and Income
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  Add shareholder subdomain from Primerica

  Scotties 523 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Accounts Info Download option

  bkbryce 27 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
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  Add support for Investor360

  Active Ken M 750 views 35 comments 11 points Most recent by Tabbykat 403 February 2Report Missing Financial Institution
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.2K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
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  Merged: Show Account in all sections of Spending Plan

  Closed jaywgraham 11 views 0 comments 2 points Started by jaywgraham February 1 Feature Requests
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  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 25 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
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  Persistent Error 102 When Connecting Stash Account - Quicken Simplifi

  macanach 33 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Migrating from Simplifi to Personal & Business

  Mortimer Duke 31 views 4 comments 0 points Most recent by DryHeat February 1Quicken Business & Personal Feedback
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  All asset accounts still show $0 (edited)

  Jason Lloyd 26 views 1 comment 0 points Most recent by Coach Kristina February 1Feedback
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  Add a configurable date range for matching recurring bills in Simplifi

  gavalos8 3 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income
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  Can I assign a previous Invoice to a Client Project?

  Answered ✓ Mortimer Duke 15 views 1 comment 0 points Most recent by Coach Kristina February 1Invoices, Estimates, & Sales Receipts
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  Alerus connection STILL doesn’t work (FDP-103)

  aariana 13 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
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  Sallie Mae FDP-155 (edited)

  B Frazier 86 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  EmpowerMyRetirement disconnected? (FDP-6000 error)

  Amethyst64 16 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Merged: Accounts needs attention - please provide option to turn it off

  Closed FutureEye 21 views 0 comments 0 points Most recent by FutureEye February 1Troubleshooting