Recent Discussions

Discussion List

• 
  62

  Up Down
  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 473 views 28 comments 62 points Most recent by EL1234 May 17Feature Requests
• 
  8

  Up Down
  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 25 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
• 
  Posting a transaction to a future date = no transaction

  Closed Jim Nissen 51 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
• 
  Printing Reports - Not Good

  Closed tannebil 44 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
• 
  Collapse All Months in Transaction table? (edited)

  Closed spamwich 49 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
• 
  4

  Up Down
  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 40 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
• 
  Printing "Categories and Sub-Categories" from Settings (edited)

  Closed HeyHeyHoHo 66 views 3 comments 0 points Most recent by HeyHeyHoHo May 16Feedback
• 
  15

  Up Down
  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 534 views 9 comments 15 points Most recent by HeyHeyHoHo May 16Feature Requests
• 
  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 96 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
• 
  Unable to change the category on a linked refund (edited)

  Closed cloudquick 286 views 26 comments 0 points Most recent by Coach Jon May 15General Troubleshooting
• 
  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 38 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
• 
  Credit Card Interest Details

  Closed SRC54 37 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
• 
  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 721 views 4 comments 5 points Most recent by Coach Natalie May 15Updates From the Product Team
• 
  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 1 view 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
• 
  National Grid Bill Connect amount not updated in Simplifi (edited)

  Closed MishaM 19 views 1 comment 0 points Most recent by Coach Jon May 15Report a Bug
• 
  Linking multiple Chase logins (edited)

  Closed JP Mich 20 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
• 
  Merged: Tsp connection issue

  Closed kingcon1 1 view 0 comments 0 points Started by kingcon1 May 15 Adding and Updating Accounts
• 
  Switching reports does not render the charts (edited)

  Closed ewd_20834756 17 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
• 
  1
  Add Coinbase One Card (Credit Card)

  odrocs 151 views 13 comments 1 point Most recent by odrocs May 15Report Missing Financial Institution or Biller
• 
  4

  Up Down
  Mobile App: Add a 'By Account' view to Savings Goals (edited)

  Active KP_9 25 views 1 comment 4 points Most recent by KP_9 May 14Feature Requests
• 
  8
  QBP: Ability to Delete or Archive Businesses (edited)

  Planned mattbroffman 275 views 12 comments 8 points Most recent by DryHeat May 14Quicken Business & Personal Feature Requests
• 
  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 146 views 16 comments 0 points Most recent by DryHeat May 14Feedback
• 
  Web Release 6.19.0

  Closed Coach Natalie 103 views 0 comments 1 point Started by Coach Natalie May 14 Updates From the Product Team
• 
  Feedback on Dashboard > Investments plus differences between web and app version

  Closed kdwilson 24 views 1 comment 0 points Most recent by Coach Jon May 14Feedback
• 
  Draft invoices being converted to sent

  Closed sidewalkboots 36 views 3 comments 0 points Most recent by Coach Jon May 14Invoices, Estimates, & Sales Receipts
• 
  Missing CD accounts with ETrade

  Closed kimjady 33 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
• 
  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 36 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
• 
  CCBank FDP-103 error

  Closed hawpy 38 views 4 comments 0 points Most recent by hawpy May 14Adding and Updating Accounts
• 
  Account list in Settings no longer alphabetically ordered (again)

  Closed ejs 239 views 23 comments 1 point Most recent by ejs May 14Report a Bug
• 
  Schools First FCU FDP-102 (edited)

  Closed StacyLusk 256 views 15 comments 0 points Most recent by StacyLusk May 14Troubleshooting