Recent Discussions

Discussion List

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  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 68 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 13 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Closed Robert48314 33 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Closed Robert48314 13 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  Closed SmittyVA 127 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

  Active leos 252 views 13 comments 27 points Most recent by birbyb April 23Feature Requests
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  4
  QBP: Ability to have $0 Items in Invoices (edited)

  Completed Closed Asher 12 views 1 comment 4 points Most recent by Coach Natalie April 23Quicken Business & Personal Feature Requests
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  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 36 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Projected Cash Flow: One line that represents all selected accounts (edited)

  Active Wayne1500 318 views 28 comments 34 points Most recent by SimpliJSHL April 23Feature Requests
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  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 13 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  Support for OnePay Cash Rewards Card (edited)

  Closed Driven67 12 views 1 comment 1 point Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Web Release 6.16.0

  Closed Coach Natalie 134 views 0 comments 2 points Started by Coach Natalie April 23 Updates From the Product Team
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  QBP: The "Project" should also print on Invoices (edited)

  Active blamphcore 46 views 7 comments 5 points Most recent by cloudquick April 23Quicken Business & Personal Feature Requests
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.6K views 101 comments 53 points Most recent by LGM April 23Report Missing Financial Institution or Biller
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  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 2 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Merged: Add "2 Years" date range option for graphs and reports

  Closed light 1 view 0 comments 1 point Started by light April 23 Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 11 views 3 comments 4 points Most recent by light April 23Feature Requests
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  Mobile Releases 6.16.0 - 6.16.2

  Closed Coach Natalie 82 views 0 comments 0 points Started by Coach Natalie April 22 Updates From the Product Team
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  Ability to Export Attachments (edited)

  Active dj2115 133 views 4 comments 14 points Most recent by sidewalkboots April 22Feature Requests
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  Vanguard Multiple Login Connection Issue (edited)

  Closed skibunny2k 17 views 1 comment 0 points Most recent by Coach Natalie April 22Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 31 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 83 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
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  West Gate Bank

  Active adh289 2 views 0 comments 1 point Started by adh289 April 22 Report Missing Financial Institution or Biller
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  Projected Low Bank Balance Notice Generating Even after $$ Threshold Change

  Closed Jbweb316 22 views 1 comment 0 points Most recent by Coach Jon April 21Troubleshooting
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  Merged: Any resolution to connecting to Raymond James Financial? FDP-155 (edited)

  Closed Laltshul 11 views 0 comments 0 points Most recent by heatherm April 21Adding and Updating Accounts
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  Privacy Mode: Ability to hide just account totals (edited)

  Active cbear749 12 views 1 comment 3 points Most recent by SRC54 April 21Feature Requests
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 22 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 32 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  Closed savvvvy 16 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
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  Merged: Have there been any updates to the Barclay connection issue?

  Closed GyuriMoney 161 views 0 comments 0 points Most recent by GyuriMoney April 21Adding and Updating Accounts