Recent Discussions

Discussion List

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  Quicken Simplifi is slow in Safari on Macbook Pro

  Closed Cheezor 17 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
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  Prompt Payer Badge… I WAS doing so well!

  DannyB 517 views 51 comments 1 point Most recent by DannyB December 2024Achievements
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  Transaction missing from one day to the next (after linking to series)?

  Closed budgetj75 240 views 29 comments 0 points Most recent by budgetj75 December 2024Report a Bug
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  BMO Investorline

  Active donnajean 76 views 4 comments 2 points Most recent by Wonderful Preston December 2024Report Missing Financial Institution
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  Transactions not showing pending deposit

  Closed hfarris 20 views 1 comment 0 points Most recent by SRC54 December 2024Troubleshooting
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  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 33 views 2 comments 4 points Most recent by Jenny T December 2024Feature Requests
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  Third level category not rolling up properly in Reports (edited)

  Closed RickS 141 views 22 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 425 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
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  Need Mortgage bank added- Servbank

  Active rconnjr 149 views 8 comments 7 points Most recent by clintval December 2024Report Missing Financial Institution
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  [ONGOING] 11/21/24: T. Rowe Price returns a 105 error

  Coach Jon 708 views 1 comment 3 points Most recent by Coach Jon December 2024Current Online Banking Issues
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  Quicken has incorrect checking balance

  Closed N4KHQ 100 views 10 comments 0 points Most recent by N4KHQ December 2024Managing Your Transactions
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  Reports - Rollup third level category to second level and then top level

  Active RickS 32 views 1 comment 6 points Most recent by DannyB December 2024Feature Requests
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  FDP-530 for Royal Bank of Canada Wealth Management

  Closed rjlovari 15 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Link reminders to transactions questions

  Closed sunflowermom 39 views 3 comments 0 points Most recent by Coach Natalie December 2024How do you Quicken Simplifi?
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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 89 views 9 comments 13 points Most recent by SRC54 December 2024Feature Requests
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  Setting a brokerage account to type "Savings"

  Closed RockLee 74 views 13 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  Closed jdtrujillo 42 views 6 comments 0 points Most recent by UrsulaA December 2024Report a Bug
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  Breakdown of investment holdings per account

  Closed Huemul 18 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Closed Snipes 86 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
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  Can we add a way to link utilities through their website

  Closed SmartyKat92 23 views 2 comments 0 points Most recent by SRC54 December 2024Bills and Income
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  Investment Quotes Updates

  Closed UrsulaA 57 views 10 comments 0 points Most recent by SRC54 December 2024Investments
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  Add Current from Choice Financial Group

  Closed SmartyKat92 12 views 1 comment 1 point Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 7 views 0 comments 0 points Started by xnn7 December 2024 Report a Bug
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  Waiting for an update on the SchoolsFirst issue.

  Closed Mike Tu 111 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

  Active DannyB 49 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests
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  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ Closed LakGoy 26 views 1 comment 0 points Most recent by UrsulaA December 2024Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  Closed System 30 views 2 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  What languages other than English do you know?

  Closed UrsulaA 27 views 6 comments 0 points Most recent by SRC54 December 2024The Water Cooler
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  Prevent Apple Cash from syncing into Simplifi

  Closed jstipe66 47 views 3 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
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  Should I remove credit card transactions that are from months prior to when my banking data starts?

  Answered ✓ Closed tucciamym 32 views 2 comments 0 points Most recent by SRC54 December 2024Getting Started