Recent Discussions

Discussion List

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  5
  Ability to disable automatic bank syncing upon login (edited)

  Completed Ryan M. 36 views 2 comments 5 points Most recent by Coach Natalie December 2024Feature Requests
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  35
  Ability to choose which connected accounts get updated (edited)

  Completed jfmclaugh 307 views 13 comments 35 points Most recent by Coach Natalie December 2024Feature Requests
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  Can not add Acorns account

  rdenis10 31 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Significant Lag

  SaintDS 12 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Recurring transaction detection fails

  SaintDS 9 views 1 comment 0 points Most recent by Coach Jon December 2024Managing Your Transactions
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  Fidelity connection issues

  captainkeithy 75 views 6 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Investment Transaction register search query is cut off when scrolled to bottom of page (edited)

  neon45 33 views 5 comments 0 points Most recent by Coach Natalie December 2024Report a Bug
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  [ONGOING] 12/05/24: Victory Capital - FDP-176 / Missing Accounts

  Coach Jon 51 views 1 comment 0 points Most recent by Coach Jon December 2024Current Online Banking Issues
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  [ONGOING] 12/05/24: Voya Financial - Zero Dollar Balance

  Coach Jon 45 views 1 comment 0 points Most recent by Coach Jon December 2024Current Online Banking Issues
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  [ONGOING] 12/05/24: Issue with editing pending/cleared Transactions into Bill Reminders

  Coach Jon 124 views 1 comment 0 points Most recent by Coach Jon December 2024Known Product Issues
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  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  lts 206 views 13 comments 0 points Most recent by DannyB December 2024Categories and Tags
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  "Available to spend"

  Timxxx 31 views 2 comments 0 points Most recent by RobWilk December 2024Getting Started
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  Simplifi Not Updating Transactions for ufcu.org

  BlueGrits 79 views 11 comments 1 point Most recent by BlueGrits December 2024Adding and Updating Accounts
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  In a panic, Recurring section is great for identifying things to cancel

  RobWilk 13 views 0 comments 2 points Started by RobWilk December 2024 How do you Quicken Simplifi?
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  Balance Issues with Citi (edited)

  TheReal702 889 views 115 comments 1 point Most recent by EL1234 December 2024Adding and Updating Accounts
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  30

  Up Down
  Data transfer from Quicken

  In Review Shermani 2.7K views 31 comments 30 points Most recent by wspinks December 2024Feature Requests
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  14

  Up
  Add Support for Upgrade.com

  In Review brandon 367 views 21 comments 14 points Most recent by CericRushmore December 2024Report Missing Financial Institution
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  268

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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 3.9K views 110 comments 268 points Most recent by kash80 December 2024Feature Requests
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  discover bank not downloading

  cfrcpa4925 20 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  2

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  Planned Spending "suggested" amount: include refund/income transactions (edited)

  Active RobWilk 21 views 1 comment 2 points Most recent by Coach Natalie December 2024Feature Requests
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  Why can't I select transactions for specific dates?

  Don46 11 views 1 comment 0 points Most recent by SRC54 December 2024Troubleshooting
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  Old Non-Reported Bug Now Fixed

  RobWilk 11 views 0 comments 1 point Started by RobWilk December 2024 Feedback
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  Personal vs Business and personal

  Shishay 63 views 2 comments 0 points Most recent by SRC54 December 2024Introduce yourself!
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  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 273 views 46 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  Tag list out of order on Web App

  meoge 24 views 5 comments 0 points Most recent by Coach Jon December 2024Report a Bug
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  Has There Been a Fix? (BofA)

  TheReal702 54 views 7 comments 2 points Most recent by TheReal702 December 2024Feedback
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  15

  Up
  Valon Mortgage, Inc - valon.com

  Active JogeeG 476 views 30 comments 15 points Most recent by eunivin December 2024Report Missing Financial Institution
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ ender 156 views 8 comments 0 points Most recent by AaronJB December 2024Adding and Updating Accounts
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  3

  Up
  Please add MassMutual Ascend

  Active Rick_B 82 views 2 comments 3 points Most recent by frankramage December 2024Report Missing Financial Institution
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  Possible Bug - Transaction Type Icon on Split Tranactions

  Flopbot 91 views 8 comments 1 point Most recent by Coach Jon December 2024Report a Bug for Quicken Business & Personal