Recent Discussions

Discussion List

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  Simplifi connection to Huntington Bank frequently drops

  Closed ForestDweller 14 views 1 comment 0 points Most recent by ForestDweller April 25Adding and Updating Accounts
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  Erroneous notification for low balance

  Closed strwrsdbz 35 views 5 comments 0 points Most recent by strwrsdbz April 25Report a Bug
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  Downgrading from Simplifi Business & Personal - which "Space" migrates?

  Closed jorder 36 views 3 comments 0 points Most recent by jorder April 25Using Space Sharing
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 408 views 31 comments 0 points Most recent by DryHeat April 24Feedback
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  Purdue Federal Credit Union Care code: FDP-106/Care Code: QCS-0429-2/FDP-187 (edited)

  Closed JoeGainey 63 views 10 comments 0 points Most recent by Coach Jon April 24Adding and Updating Accounts
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  expense series amounts on planned spend keep reverting to old amounts after I change them

  Closed PFNikolai 34 views 4 comments 0 points Most recent by PFNikolai April 24Troubleshooting
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  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 58 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 12 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Closed Robert48314 34 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Closed Robert48314 18 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  Closed SmittyVA 100 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

  Active leos 253 views 13 comments 26 points Most recent by birbyb April 23Feature Requests
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  4
  QBP: Ability to have $0 Items in Invoices (edited)

  Completed Closed Asher 14 views 1 comment 4 points Most recent by Coach Natalie April 23Quicken Business & Personal Feature Requests
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  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 31 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Projected Cash Flow: One line that represents all selected accounts (edited)

  Active Wayne1500 318 views 28 comments 34 points Most recent by SimpliJSHL April 23Feature Requests
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  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 11 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  Support for OnePay Cash Rewards Card (edited)

  Closed Driven67 16 views 1 comment 1 point Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Web Release 6.16.0

  Closed Coach Natalie 132 views 0 comments 2 points Started by Coach Natalie April 23 Updates From the Product Team
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  [ONGOING] 4/9/26: PayPal Credit, MasterCard and Crypto - Missing Transactions

  Coach Jon 332 views 1 comment 2 points Most recent by Coach Jon April 23Current Online Banking Issues
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  QBP: The "Project" should also print on Invoices (edited)

  Active blamphcore 48 views 7 comments 5 points Most recent by cloudquick April 23Quicken Business & Personal Feature Requests
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.5K views 101 comments 53 points Most recent by LGM April 23Report Missing Financial Institution or Biller
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  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 4 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Merged: Add "2 Years" date range option for graphs and reports

  Closed light 1 view 0 comments 1 point Started by light April 23 Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 12 views 3 comments 4 points Most recent by light April 23Feature Requests
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  Mobile Releases 6.16.0 - 6.16.2

  Closed Coach Natalie 83 views 0 comments 0 points Started by Coach Natalie April 22 Updates From the Product Team
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  Ability to Export Attachments (edited)

  Active dj2115 133 views 4 comments 14 points Most recent by sidewalkboots April 22Feature Requests
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  Vanguard Multiple Login Connection Issue (edited)

  Closed skibunny2k 13 views 1 comment 0 points Most recent by Coach Natalie April 22Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 26 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 84 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
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  West Gate Bank

  Active adh289 2 views 0 comments 1 point Started by adh289 April 22 Report Missing Financial Institution or Biller