Recent Discussions

Discussion List

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  How to run a report for a date range? (edited)

  Answered ✓ Closed pasteve99 69 views 8 comments 0 points Most recent by pasteve99 April 12Using Reports
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 12 views 1 comment 3 points Most recent by artschrader April 12Feature Requests
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  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ Closed TexNolan 14 views 2 comments 0 points Most recent by TexNolan April 11Managing Your Transactions
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  The Split Transaction function does not allow you to split an item across several months

  Closed zooey5253 40 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  My First ~ 3 Months with Quicken Simplifi

  Closed Thor 68 views 9 comments 0 points Most recent by SRC54 April 11Feedback
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  Escrow and Investment Transfers in Spending Plan

  Closed SteadyTrajectory 103 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  Report on a PROJECT

  Answered ✓ Closed TexNolan 35 views 4 comments 0 points Most recent by TexNolan April 11Business Reports
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 41 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
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  194
  Saved Reports [edited] (13 Merged Votes)

  Completed Closed paleosteve 3K views 76 comments 194 points Most recent by flintster_99 April 10Feature Requests
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  Web Release 6.14.0

  Closed Coach Natalie 65 views 0 comments 0 points Started by Coach Natalie April 10 Updates From the Product Team
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  Recurring deposit reminder dropped from checking "register"

  Closed MikeBtp 139 views 19 comments 0 points Most recent by Coach Jon April 10Troubleshooting
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  Discussion vs Question

  Answered ✓ Closed TexNolan 24 views 2 comments 0 points Most recent by TexNolan April 10Using the Community
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  FDP - 101 Banking errors not being addressed

  Closed mgrotbo 27 views 1 comment 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Closed Simplera 139 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  Excluded transactions show up in a Watchlist

  Closed Max1223 93 views 6 comments 1 point Most recent by Coach Jon April 10Report a Bug
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 4.8K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  Merged: Bring back the old reports!

  Closed autumnlee816 1 view 0 comments 0 points Started by autumnlee816 April 10 Feedback
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  Please add Brinker Capital

  Active mizra78 21 views 1 comment 1 point Most recent by maprime12 April 9Report Missing Financial Institution or Biller
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  Mobile Releases 6.14.0 - 6.14.2

  Closed Coach Natalie 75 views 0 comments 0 points Started by Coach Natalie April 9 Updates From the Product Team
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  Manulife Bank is still not connecting to Simplifi.

  Closed Marlun 19 views 2 comments 0 points Most recent by Marlun April 9Adding and Updating Accounts
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  Bill Connect reminder amount and due date don't update (edited)

  Closed Asylum 122 views 12 comments 0 points Most recent by Asylum April 9Report a Bug
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.7K views 62 comments 64 points Most recent by DryHeat April 9Feature Requests
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 47 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  FDP-103 message for SagePoint Financial - now Osaic eQuipt

  Closed atenkley 20 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 72 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  11
  Show Splits Upon Hover in Transaction Activity (edited)

  Completed Closed AZSharps 112 views 5 comments 11 points Most recent by DryHeat April 9Feature Requests
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  How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited)

  Answered ✓ Closed Stu B 45 views 4 comments 0 points Most recent by DryHeat April 8Using the Spending Plan
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  Getting rid of "Business Setup"

  Answered ✓ Closed Stu B 37 views 2 comments 1 point Most recent by DryHeat April 8Getting Started
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 17 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  Fidelity Visa Card account missing transactions

  Closed John Wells 14 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts