Recent Discussions

Discussion List

• 
  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 52 views 1 comment 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
• 
  Transaction export

  Closed IHasAQuestion 21 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  The Community Meetup - December 2025 Edition

  Announcement Coach Natalie 599 views 3 comments 1 point Most recent by Flopbot December 2025The Community Meetup Newsletter
• 
  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Started by mdleighty December 2025 Using Reports
• 
  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 51 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
• 
  Confused by Credit Cards in Projected Cash Flow (edited)

  Closed Dave Oz 42 views 3 comments 0 points Most recent by DryHeat December 2025Projected Cash Flow
• 
  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 82 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
• 
  1

  Up Down
  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 21 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
• 
  Merged: Track Precious Metals Value in Portfolio

  Closed sanjayvr 1 view 0 comments 1 point Started by sanjayvr December 2025 Feature Requests
• 
  13

  Up Down
  Ability To Track Gold and Silver Assets based on current market prices (edited)

  Active mddt2023 701 views 5 comments 13 points Most recent by sanjayvr December 2025Feature Requests
• 
  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Closed Oogway 31 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
• 
  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Closed Asher 32 views 3 comments 1 point Most recent by Coach Jon December 2025Invoices, Estimates, & Sales Receipts
• 
  Watchlist amounts are incorrect (edited)

  Closed sidewalkboots 154 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 11 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  2

  Up Down
  QBP: Ability to have $0 Items in Invoices (edited)

  Active Asher 2 views 0 comments 2 points Started by Asher December 2025 Quicken Business & Personal Feature Requests
• 
  27

  Up Down
  Ability to Link a Refund to Multiple Transactions (edited)

  Active ejr 351 views 16 comments 27 points Most recent by lizhey December 2025Feature Requests
• 
  American Century Accounts Already Added

  Closed vollmas 94 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 22 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  3

  Up Down
  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 21 views 0 comments 3 points Started by DryHeat December 2025 Quicken Business & Personal Feature Requests
• 
  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 393 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Running Balance Column in Account Registers

  Closed Ames.Vannah 52 views 5 comments 1 point Most recent by SRC54 December 2025Feedback
• 
  Robinhood - Savings accounts don't show up (edited)

  simplira 132 views 17 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 41 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  12

  Up Down
  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 41 views 3 comments 12 points Most recent by EL1234 December 2025Feature Requests
• 
  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 133 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
• 
  10

  Up Down
  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 111 views 6 comments 10 points Most recent by penalty3fiber December 2025Feature Requests
• 
  Projected Cash Flow Does Not Account for Pending Transactions

  Closed Ames.Vannah 62 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
• 
  5

  Up Down
  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 81 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Better Connection Stability

  Completed Closed HSC 281 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  T Rowe Price (FDP-105)

  Closed lwyman 21 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts