Recent Discussions

Discussion List

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  Bill Connect for Credit Cards: Update next (not current) reminder with recurring/planned expenses

  Matt Z 36 views 1 comment 2 points Most recent by Coach Natalie June 10Feature Requests
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  How do you manage planned spend without having to subtract bills?

  Closed bobbiesmith 94 views 8 comments 0 points Most recent by SRC54 June 10Using the Spending Plan
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  Loving the Watchlists! Please add percentages + a place to have a description.

  Closed msanders93 34 views 2 comments 1 point Most recent by msanders93 June 9Feedback
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  Watchlists: Add a place for a description (edited)

  Active msanders93 12 views 0 comments 1 point Started by msanders93 June 9 Feature Requests
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  Add percentages to Watchlists (edited)

  Active msanders93 1 view 0 comments 1 point Started by msanders93 June 9 Feature Requests
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 119 views 13 comments 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Tags are not auto populated when creating a recurring transaction (edited)

  Closed Micky1701 33 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
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  reorder column headers on transaction view

  Closed Micky1701 24 views 2 comments 1 point Most recent by Micky1701 June 9Feedback
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  Account balance incorrect after invoice payment (edited)

  Closed WM Myra 73 views 5 comments 0 points Most recent by Coach Jon June 9Invoices, Estimates, & Sales Receipts
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  iSolved Benefit Service (HSA)

  Active lsgc123 63 views 2 comments 1 point Most recent by lsgc123 June 9Report Missing Financial Institution or Biller
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  If you could give your past self one financial tip...

  Closed Coach Natalie 103 views 4 comments 0 points Most recent by Adam14342 June 9The Water Cooler
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  Notes column resetting as off in reports

  Closed JeffH 25 views 1 comment 0 points Most recent by Coach Natalie June 8Troubleshooting
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  NetX Investor connects but doesn't download holdings or transactions

  Closed phlsphr 72 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts
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  Toggled notifications off in Simplifi, but emails never stop coming.

  Closed huyz 21 views 1 comment 0 points Most recent by Coach Jon June 8Troubleshooting
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  Mechanics Bank (California) Switched to HomeStreet (edited)

  Closed Kluke67 56 views 1 comment 1 point Most recent by Coach Jon June 8Adding and Updating Accounts
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  Missing minus sign in credit card details statement balance (edited)

  Closed KB2014 126 views 4 comments 0 points Most recent by Coach Jon June 8Troubleshooting
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  Mobile App: “Showing all transactions” line doesn’t update when a filter is active (edited)

  Closed Justaspender 42 views 1 comment 1 point Most recent by Coach Natalie June 8Feedback
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  Merged: Ability to access memo field on checks

  Closed oldfishergeek 1 view 0 comments 1 point Started by oldfishergeek June 8 Feature Requests
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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 1.1K views 65 comments 115 points Most recent by oldfishergeek June 8Feature Requests
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  PLEASE PLEASE Transactions Only on the Transactions Landing Page (edited)

  Closed D700 52 views 2 comments 0 points Most recent by Coach Natalie June 8Feedback
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  Merged: Golden one cu ongoing error

  Closed Kenny1963 1 view 0 comments 0 points Started by Kenny1963 June 8 Adding and Updating Accounts
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  USAA accounts do not show in Quicken Simplifi - "You have already added all your accounts" (edited)

  Closed fastman2 49 views 4 comments 0 points Most recent by Coach Natalie June 8Adding and Updating Accounts
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  Unable to connect to E*Trade due to wrong MFA prompt

  Closed ejs 58 views 5 comments 0 points Most recent by ejs June 8Adding and Updating Accounts
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  Filtering by Payment/Deposit in Investment Transactions does not work (edited)

  Closed bobbiesmith 87 views 9 comments 0 points Most recent by bobbiesmith June 7Troubleshooting
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  Is there a spending report which compares MTD over time?

  Answered ✓ Closed okc resident 33 views 1 comment 0 points Most recent by Coach Laura June 7Using Reports
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  FDP-102 error when connecting to T. Rowe Price Retirement Plans (edited)

  Closed jwadd001 44 views 2 comments 0 points Most recent by jwadd001 June 6Adding and Updating Accounts
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  Strategy for importing transactions including transfers

  Closed bobbiesmith 45 views 1 comment 0 points Most recent by SRC54 June 6Managing Your Transactions
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  Strategy for manually importing all my transactions from the start

  Closed bobbiesmith 36 views 1 comment 0 points Most recent by SRC54 June 6Adding and Updating Accounts
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  How can I match transaction rules using partial words?

  Closed bobbiesmith 325 views 26 comments 0 points Most recent by bobbiesmith June 6Managing Your Transactions
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  HealthEquity FDP-103/FDP-108 (edited)

  Closed System 182 views 11 comments 0 points Most recent by Coach Jon June 5Adding and Updating Accounts