Recent Discussions

Discussion List

• 
  Merged: Add Categories Import/Export to CSV button

  Closed F4P6HR6DM 10 views 0 comments 1 point Started by F4P6HR6DM September 12 Feature Requests
• 
  4

  Up Down
  Allow users to mark a month as Reviewed / Closed

  Active steveandvasi 44 views 1 comment 4 points Most recent by Flopbot September 12Feature Requests
• 
  Quest529.com FDP-103 (edited)

  Closed NumberOne 163 views 4 comments 0 points Most recent by NumberOne September 12Adding and Updating Accounts
• 
  Morgan Stanley CashPlus account handling

  Closed jbaker5400 91 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
• 
  Merged: How add LearningQuest.com account to Simplifi?

  Closed NumberOne 0 views 0 comments 0 points Started by NumberOne September 11 Adding and Updating Accounts
• 
  6
  Ability to enter a Start Date for Watchlists (edited)

  Completed Closed EL1234 200 views 5 comments 6 points Most recent by Coach Natalie September 11Feature Requests
• 
  New Feature Alert: Set a Time Range for Your Watchlists!

  Closed Coach Natalie 195 views 0 comments 0 points Started by Coach Natalie September 11 Updates From the Product Team
• 
  Target Circle Card: Category continuously resets to "Shopping" & half of transactions missing

  Closed msl2424 108 views 4 comments 0 points Most recent by Coach Natalie September 11Adding and Updating Accounts
• 
  2

  Up Down
  Transaction rules for linking to existing recurring (edited)

  Active Flopbot 48 views 0 comments 2 points Started by Flopbot September 11 Feature Requests
• 
  QBP: Inconsistent Application of Personal/Business Tag

  Closed Flopbot 77 views 7 comments 0 points Most recent by Coach Natalie September 11Report a Bug for Quicken Business & Personal
• 
  12

  Up Down
  Mobile App: Quick Add Transaction (edited)

  Active RunTimmy 420 views 10 comments 12 points Most recent by SRC54 September 11Feature Requests
• 
  4

  Up Down
  Ability to hide cents for accounts in the Accounts List (edited)

  Active Donnie S 108 views 4 comments 4 points Most recent by bobthemoneyguy September 11Feature Requests
• 
  Web Release 6.36.0

  Closed Coach Natalie 189 views 0 comments 0 points Started by Coach Natalie September 11 Updates From the Product Team
• 
  7

  Up
  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 80 views 2 comments 7 points Most recent by surelyshirly September 11Report Missing Financial Institution or Biller
• 
  Mobile app - can we get a New Transaction button on the opening screen?

  Closed DavidB 66 views 2 comments 0 points Most recent by DavidB September 11Feedback
• 
  Reports are not saving table column customizations (edited)

  Closed cyberstackn 131 views 5 comments 2 points Most recent by Coach Natalie September 11Troubleshooting
• 
  Stuck in a duplicate account loop - deleting won't fix it because the name is corrupted at the bank

  Closed Sunshine26 93 views 7 comments 0 points Most recent by Coach Aldair September 10Troubleshooting
• 
  St Paul Federal Credit Union FDP-101 (edited)

  Closed ericmn 81 views 4 comments 0 points Most recent by Coach Aldair September 10Adding and Updating Accounts
• 
  T. Rowe Price Retirement Accounts Missing Holdings

  Closed The Merg 499 views 27 comments 0 points Most recent by The Merg September 10Investments
• 
  Mobile Release 6.36.0

  Closed Coach Natalie 156 views 0 comments 0 points Started by Coach Natalie September 10 Updates From the Product Team
• 
  Disable built-in transaction renaming (edited)

  Closed Dognose 248 views 17 comments 1 point Most recent by Dognose September 10Managing Your Transactions
• 
  Nymeo FCU: FDP-175 Error after September 2026 Core System Upgrade

  Closed pj1953 154 views 5 comments 0 points Most recent by Coach Aldair September 10Adding and Updating Accounts
• 
  How to delete a client and associated invoices

  Closed Mortimer Duke 74 views 7 comments 0 points Most recent by Coach Natalie September 10General Troubleshooting
• 
  199

  Up Down
  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 2.6K views 51 comments 199 points Most recent by n2it September 9Feature Requests
• 
  36

  Up Down
  Allow Ability to add Multiple Categories to Planned Spending Expenses.

  Active Flopbot 1K views 17 comments 36 points Most recent by n2it September 9Feature Requests
• 
  Holdings have disappeared from my Netx Investor account

  Closed phlsphr 123 views 5 comments 0 points Most recent by Coach Natalie September 9Adding and Updating Accounts
• 
  8

  Up Down
  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 150 views 5 comments 8 points Most recent by teresalcarroll September 9Feature Requests
• 
  Live oak Bank Care Code: FDP-103

  Closed tjipz 152 views 5 comments 0 points Most recent by Coach Aldair September 9Adding and Updating Accounts
• 
  Renamed category not auto categorizing

  Closed disc2120 48 views 1 comment 0 points Most recent by Coach Aldair September 9Troubleshooting
• 
  Feedback - Ads in Simplifi

  Closed nmcmahon1215 126 views 3 comments 4 points Most recent by Austin@ September 9Feedback