Recent Discussions

Discussion List

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  When splitting a transaction with filters set, my sort order gets reset

  Closed System 22 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
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  [ONGOING] 4/1/26: VyStar Credit Union returns FDP-106 error

  Coach Jon 25 views 1 comment 0 points Most recent by Coach Jon April 15Current Online Banking Issues
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  Kelley Blue Book Integration: Share your feedback here!

  Closed Coach Natalie 615 views 34 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Privacy Mode: Share your feedback here!

  Closed Coach Natalie 178 views 19 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 173 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 984 views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 36 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  Merged: New Saved Reports Feature

  Closed lwyman 1 view 0 comments 0 points Started by lwyman April 14 Using Reports
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  Scheduled website maintenance on 4/15/26

  Closed Coach Janean 33 views 0 comments 1 point Started by Coach Janean April 14 Announcements
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  iOS transaction rules - ability to create a rule from a transaction (edited)

  Closed MrCash55 25 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Report not showing data even though I removed exclude from reports checkbox

  Closed JBGtheboss 39 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting
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  Merged: Raymond James Financial not connecting

  Closed MWA 1 view 0 comments 0 points Started by MWA April 14 Adding and Updating Accounts
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  Transaction List scroll jumps back to the top of the list (edited)

  Closed budgetj75 78 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
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  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 1 view 0 comments 1 point Started by SL888 April 13 Feature Requests
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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.2K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  Hanscom Federal Credit Union Care Code: QCS-0429-2, FDP-103 (edited)

  Closed uvcatastrophe 43 views 3 comments 0 points Most recent by Coach Jon April 13Adding and Updating Accounts
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  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered ✓ Closed Riwri1 43 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Tell us about the lies you tell... your budget!

  Closed Coach Jon 107 views 9 comments 1 point Most recent by EL1234 April 13The Water Cooler
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  LPL Connection Accounts not updating (edited)

  Closed DomB 105 views 10 comments 0 points Most recent by Coach Jon April 13Adding and Updating Accounts
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  Easier way to track shared expenses (edited)

  Closed Solom1ej 15 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  [ONGOING] 3/30/26: Ohio Public Employees Retirement System returns 102 error

  Coach Jon 24 views 1 comment 0 points Most recent by Coach Jon April 13Current Online Banking Issues
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  US Bank Investments (US Bancorp Advisors)

  Closed sidewalkboots 44 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
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  Apple Card not syncing automatically (edited)

  Closed Steve86 46 views 2 comments 0 points Most recent by Steve86 April 13Adding and Updating Accounts
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  Add a Report for Transfers (edited)

  Active ajbopp 170 views 10 comments 13 points Most recent by EL1234 April 12Feature Requests
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  25

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  Investment performance comparisons (1 Merged Vote)

  Active willya 163 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests
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  Is there a report for transfers?

  Answered ✓ Closed Lee Springer 46 views 3 comments 0 points Most recent by SRC54 April 12Using Reports
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  Merged: Cash Flow Register v. Graph

  Closed Thor 11 views 0 comments 2 points Most recent by Thor April 12Feature Requests
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  Ability to toggle between list and chart views for Projected Cash Flow on Mobile and Web (edited)

  Active mblank78 33 views 3 comments 7 points Most recent by Thor April 12Feature Requests
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  Any way to integrate Pays stub into quicken Simplifi

  Answered ✓ Closed Paresh 15 views 1 comment 0 points Most recent by Coach Kristina April 12Using the Retirement Planner
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  Simplifi Security

  Closed neon45 86 views 3 comments -1 point Most recent by Coach Kristina April 12Feedback