Recent Discussions

Discussion List

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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 3 views 0 comments 1 point Started by Ruonline December 2025 Feature Requests
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  Export to PDF is practically useless to me

  Closed SRC54 45 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Baird Account Missing Holdings (edited)

  disc2120 70 views 9 comments 0 points Most recent by Coach Natalie December 2025Investments
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  Nationwide 401k FDP-106

  Closed cl134 23 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Please add iTrustCapital

  Active MrMcNuggets 10 views 0 comments 1 point Started by MrMcNuggets December 2025 Report Missing Financial Institution
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 2025Feature Requests
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  Logix issue update? (edited)

  Closed MiketheFerg 33 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Create rule within transaction category removed

  Closed wavehowie 33 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Wealthfront error

  Closed Rachelk 27 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 4 views 0 comments 0 points Started by N4KHQ December 2025 Troubleshooting
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  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 37 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Moving a transaction to a future date disappears and does not generate a reminder

  Closed nestorbast 372 views 14 comments 1 point Most recent by bvw123 November 2025Bills and Income
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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 26 views 0 comments 3 points Started by DryHeat November 2025 Feature Requests
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  Ability to "hide" portion of a transaction that is split

  Closed twinrh 29 views 2 comments 1 point Most recent by DryHeat November 2025Feedback
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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 33 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
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  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 86 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 370 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 4 views 0 comments 1 point Started by PhoenixV November 2025 Feature Requests
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.7K views 72 comments 180 points Most recent by PhoenixV November 2025Feature Requests
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  BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

  Closed andrewbr 33 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Cash Flow graphic on iPad? (edited)

  Answered ✓ Closed VernDosch 20 views 1 comment 0 points Most recent by Coach Natalie November 2025Feedback
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 4 views 0 comments 1 point Started by DryHeat November 2025 Feature Requests
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  [ONGOING] 11/14/25: USAA - Missing Transactions

  Coach Natalie 133 views 1 comment 1 point Most recent by Coach Jon November 2025Current Online Banking Issues
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  Robinhood Banking Issues

  Closed sccpu3d 30 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Betterment connection not working (FDP-103/request-body-field-unsupported)

  Closed gsong 43 views 5 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Integrate with ChatGPT (edited)

  Active hokuto 12 views 0 comments 1 point Started by hokuto November 2025 Feature Requests
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  46

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 353 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  Adding back tag field to spending report

  Closed zipfamily 69 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 4.6K views 119 comments 300 points Most recent by howie_s November 2025Feature Requests
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 35 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions