Recent Discussions

Discussion List

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  Ability to group the Bills / Income sections of the Spending Plan by Payee or Category (edited)

  Active EL1234 52 views 1 comment 4 points Most recent by mmmartian July 4Feature Requests
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  Robinhood FDP-101 (edited)

  Closed Rick_B 401 views 7 comments 0 points Most recent by Coach Kristina July 4Adding and Updating Accounts
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  Recurring Income Series Changes to Bills When Using Paycheck Splits

  Closed Eric L 131 views 6 comments 0 points Most recent by SRC54 July 3Troubleshooting
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  4th of July Weekend: Sparklers or Spending? 🎆

  Closed Coach Jon 101 views 3 comments 0 points Most recent by SRC54 July 3The Water Cooler
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  FNBO Direct Won't Update - Care Code: FDP-193

  Closed Ann2020 211 views 14 comments 0 points Most recent by Coach Natalie July 3Adding and Updating Accounts
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  Morgan Stanley - Cash Management FDP-155 (edited)

  Closed jbaker5400 414 views 23 comments 0 points Most recent by mketner July 3Adding and Updating Accounts
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  Projected Cash Flow: One line that represents all selected accounts (edited)

  Active Wayne1500 625 views 30 comments 36 points Most recent by SRC54 July 3Feature Requests
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  HealthEquity FDP-108 error (edited)

  Closed nrp06 1.8K views 48 comments 3 points Most recent by glennf14 July 2Adding and Updating Accounts
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  Transamerica Retirement "Account type not supported (914)" error (edited)

  Closed Trick2727 232 views 8 comments 0 points Most recent by Coach Natalie July 2Adding and Updating Accounts
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  Issues connecting to ewealthmanager / AssetMark (edited)

  Closed ozz 82 views 1 comment 0 points Most recent by Coach Jon July 2Adding and Updating Accounts
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  Zillow Can't Find Address

  Closed Krondox 71 views 5 comments 0 points Most recent by Coach Natalie July 2Adding and Updating Accounts
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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 43 views 3 comments 6 points Most recent by EL1234 July 2Feature Requests
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  ONGOING 7/2/26: Capital One returns FDP-105 error

  Coach Jon 233 views 1 comment 0 points Most recent by Coach Jon July 2Current Online Banking Issues
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  Net Worth: Dial Down to Daily Detail

  Closed mmmartian 71 views 4 comments 2 points Most recent by Coach Natalie July 2Using the Net Worth Feature
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  2
  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Completed Closed pst 21 views 2 comments 2 points Most recent by Coach Natalie July 2Feature Requests
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  Web Release 6.26.0

  Closed Coach Natalie 271 views 0 comments 0 points Started by Coach Natalie July 2 Updates From the Product Team
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  Connecting this month's recurring expenses to previous months' recurring expenses in SP (edited)

  Answered ✓ Closed mmmartian 121 views 4 comments 0 points Most recent by mmmartian July 2Using the Spending Plan
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 1.5K views 51 comments 67 points Most recent by SRC54 July 1Feature Requests
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  Apple Card, Apple Cash, and Apple Wallet Sync with Quicken Simplifi after switching phones (edited)

  Closed Lalo M 267 views 2 comments 0 points Most recent by Lalo M July 1Feedback
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  Features in Q Classic Simplifi Needs (edited)

  Closed Qsince92 62 views 1 comment 0 points Most recent by Coach Jon July 1Feedback
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  Merged: Be able to Connect to Walmart's OnePay Card by Synchrony bank

  Closed Moralessalsidoj 1 view 0 comments 1 point Started by Moralessalsidoj July 1 Report Missing Financial Institution or Biller
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  Merged: Add Sankey Charts

  Closed Moralessalsidoj 1 view 0 comments 1 point Started by Moralessalsidoj July 1 Feature Requests
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  QBP: Tie Category tax groups to Business tax groups for the Taxes report (edited)

  Active Moralessalsidoj 21 views 0 comments 1 point Started by Moralessalsidoj July 1 Quicken Business & Personal Feature Requests
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  Mobile Release 6.26.0

  Closed Coach Natalie 171 views 0 comments 0 points Started by Coach Natalie July 1 Updates From the Product Team
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ Closed msp04977 41 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Recent Spending includes Income categories

  simpli_struggle 551 views 38 comments 0 points Most recent by SRC54 July 1Report a Bug
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 45 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Investments dashboard card not matching between web and mobile (edited)

  Closed kdwilson 81 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting
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  Merged: New Idea: Investment time range match between web and app version

  Closed kdwilson 1 view 0 comments 0 points Started by kdwilson July 1 Feedback
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  Ability to delete a transaction with one click (edited)

  Active raffi 183 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests