Recent Discussions

Discussion List

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  New: repeated login screens and 2FA, both for Simplifi and Community

  Closed KB2014 47 views 1 comment 0 points Most recent by Coach Kristina August 2Troubleshooting
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  Sallie Mae Bank returns an FDP-105 error

  Closed jayshah 63 views 1 comment 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  Midland National Annuity FDP-106/FDP-108 (edited)

  Closed PJLmoney 721 views 44 comments 0 points Most recent by PJLmoney August 2Adding and Updating Accounts
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  Planned Spending - Additional Features

  Closed John Chavez 57 views 2 comments 0 points Most recent by DryHeat August 2Feedback
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  Adding split transactions to a series

  Closed drcolace 149 views 8 comments 1 point Most recent by SRC54 August 2Bills and Income
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  Zillow not finding my address (edited)

  Closed Jhgoetz 318 views 11 comments 0 points Most recent by Flopbot August 2Troubleshooting
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  Revolut banking

  Active mattk 576 views 7 comments 13 points Most recent by cadilhac August 1Report Missing Financial Institution or Biller
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  Upcoming recurring income transaction with expense splits shows as an expense dot in Cash Flow

  Closed DryHeat 185 views 14 comments 1 point Most recent by SRC54 August 1Projected Cash Flow
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  Accounts/transactions aren't updating (edited)

  Closed Brainnrse 80 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Add SCE to linked companies

  Closed Brainnrse 39 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Add Sunwest mortgage company

  Closed Brainnrse 37 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Is Simplifi down?

  Closed MKEsarnowski 84 views 1 comment 0 points Most recent by Coach Carlos August 1Troubleshooting
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  Manually added interest rate and credit limit keeps being removed (edited)

  Closed BradleyBenSmith 299 views 18 comments 0 points Most recent by SRC54 August 1Troubleshooting
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  Missing Student Loan Company - College Ave

  Active dburks151 39 views 0 comments 1 point Started by dburks151 July 31 Report Missing Financial Institution or Biller
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  ONGOING 7/31/26: The Golden 1 Credit Union returns an FDP-105 error

  Coach Natalie 1.6K views 3 comments -1 point Most recent by Coach Natalie July 31Current Online Banking Issues
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  New Feature Alert: Enhanced Transaction List Toolbar!

  Closed Coach Natalie 791 views 2 comments 2 points Most recent by Coach Natalie July 31Updates From the Product Team
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  How do I include Capital Gains for sold shares in tax report

  Answered ✓ Closed wilcox17554 68 views 2 comments 0 points Most recent by wilcox17554 July 31Using Reports
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  LPL prompts for MFA with each update (edited)

  Closed DingoBoy 104 views 3 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts
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  Ability to change an Investment Account to another account type

  Closed lh55 78 views 1 comment 0 points Most recent by Coach Jon July 31Feedback
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  I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

  Closed nganfield 581 views 28 comments 1 point Most recent by nganfield July 31Adding and Updating Accounts
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  Mobile Release 6.30.0

  Closed Coach Natalie 154 views 0 comments 0 points Started by Coach Natalie July 31 Updates From the Product Team
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  Need help resolving incorrect balance on old Discover account that was added via Capital One

  Closed CHC 74 views 2 comments 0 points Most recent by CHC July 31Adding and Updating Accounts
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  QBP: Add an Invoice Late Fee System (edited)

  Active jksjaz 35 views 1 comment 2 points Most recent by SWMPRO July 30Quicken Business & Personal Feature Requests
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  No Discover transactions since last week

  Closed System 199 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts
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  Web Release 6.30.0

  Closed Coach Natalie 202 views 0 comments 0 points Started by Coach Natalie July 30 Updates From the Product Team
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  Mobile App: Add a 'By Account' view to Savings Goals (edited)

  Active KP_9 59 views 2 comments 4 points Most recent by Keaton July 30Feature Requests
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  Discover being moved to Capital One

  Closed neon45 627 views 10 comments 0 points Most recent by neon45 July 29Adding and Updating Accounts
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  Phone Widgets for android (edited)

  In Review RobWilk 855 views 19 comments 43 points Most recent by Bartman682 July 29Feature Requests
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  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 264 views 8 comments 24 points Most recent by Bartman682 July 29Feature Requests
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  Discover transactions before 3 months ago are missing, and only loan account is showing to link

  Closed jerryvetter 53 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts