Recent Discussions

Discussion List

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  What does "auto match" use to match transactions?

  Closed System 43 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  Venmo - Care Code: QCS-0429-2 / FDP-103

  Closed belghaya 30 views 1 comment 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  [ONGOING] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Coach Jon 1.3K views 7 comments 6 points Most recent by Coach Natalie March 3Current Online Banking Issues
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  Watchlist monthly projection in day 2 of month is way off

  Closed RobI 11 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 11 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Bill is being skipped

  Closed Jhinkk 86 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
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  Add bank/fintech "Current"

  norizelap 26 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  PayPal account does not show most recent posted transactions

  Closed Jrunner01 38 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Bill Connect: Eversource

  trewbux 28 views 3 comments 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 34 views 3 comments 0 points Most recent by RobWilk March 2Report a Bug for Quicken Business & Personal
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 97 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 3 views 0 comments 0 points Most recent by MishaM March 2Report a Bug
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 587 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  Merged: Exit Transaction Details Resets to Top of Transaction

  Closed Simpli_User_101 11 views 0 comments 0 points Most recent by SRC54 March 1Managing Your Transactions
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 3.2K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests
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  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  Closed DRenee 21 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts
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  Merged: Watchlist 12‑month average should exclude current partial month

  Closed bfoggie44 8 views 0 comments 1 point Most recent by bfoggie44 March 1Feature Requests
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  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 147 views 14 comments 12 points Most recent by bfoggie44 March 1Feature Requests
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  KBB: Allow updated mileage for vehicles (edited)

  Active RipTWD 37 views 2 comments 10 points Most recent by trewbux March 1Feature Requests
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  Connection Issue with Schools First Federal Credit Union (FDP-106)

  Closed StacyLusk 126 views 2 comments 0 points Most recent by Coach Kristina March 1Adding and Updating Accounts
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  Closed TaWa 136 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
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  Stifel Investments

  Active Manabikc 178 views 9 comments 5 points Most recent by Sarose March 1Report Missing Financial Institution or Biller
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  Merged: Schools First FCU FDP-106 [Edited]

  Closed StacyLusk 10 views 0 comments 0 points Most recent by Coach Kristina March 1Report a Bug
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  Need an update on Vanguard (edited)

  Closed Jeff C 74 views 4 comments 0 points Most recent by Jeff C March 1Adding and Updating Accounts
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  CTFS - Canadian Tire Financial Services

  Active Alexmalta 1.3K views 25 comments 15 points Most recent by arti10 March 1Report Missing Financial Institution or Biller
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  Missing Financial Institution: Accrue 401k (edited)

  Closed alexthechoi 17 views 1 comment 1 point Most recent by Coach Kristina February 28Adding and Updating Accounts
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  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 19 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests
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  Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

  Closed Dick_Davis 20 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions
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  Social Security numbers visible in Simplifi SS direct deposit transactions

  Closed MSM 96 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts
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  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 4.6K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests