Recent Discussions

Discussion List

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  The Split Transaction function does not allow you to split an item across several months

  Closed zooey5253 50 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  My First ~ 3 Months with Quicken Simplifi

  Closed Thor 161 views 9 comments 0 points Most recent by SRC54 April 11Feedback
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  Escrow and Investment Transfers in Spending Plan

  Closed SteadyTrajectory 128 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  Report on a PROJECT

  Answered ✓ Closed TexNolan 50 views 4 comments 0 points Most recent by TexNolan April 11Business Reports
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 58 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
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  194
  Saved Reports [edited] (13 Merged Votes)

  Completed Closed paleosteve 3K views 76 comments 194 points Most recent by flintster_99 April 10Feature Requests
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  Web Release 6.14.0

  Closed Coach Natalie 63 views 0 comments 0 points Started by Coach Natalie April 10 Updates From the Product Team
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  Recurring deposit reminder dropped from checking "register"

  Closed MikeBtp 158 views 19 comments 0 points Most recent by Coach Jon April 10Troubleshooting
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  Discussion vs Question

  Answered ✓ Closed TexNolan 30 views 2 comments 0 points Most recent by TexNolan April 10Using the Community
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  FDP - 101 Banking errors not being addressed

  Closed mgrotbo 25 views 1 comment 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Closed Simplera 188 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  Excluded transactions show up in a Watchlist

  Closed Max1223 93 views 6 comments 1 point Most recent by Coach Jon April 10Report a Bug
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.1K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  Merged: Bring back the old reports!

  Closed autumnlee816 1 view 0 comments 0 points Started by autumnlee816 April 10 Feedback
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  Please add Brinker Capital

  Active mizra78 22 views 1 comment 1 point Most recent by maprime12 April 9Report Missing Financial Institution or Biller
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  Mobile Releases 6.14.0 - 6.14.2

  Closed Coach Natalie 84 views 0 comments 0 points Started by Coach Natalie April 9 Updates From the Product Team
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  Manulife Bank is still not connecting to Simplifi.

  Closed Marlun 25 views 2 comments 0 points Most recent by Marlun April 9Adding and Updating Accounts
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  Bill Connect reminder amount and due date don't update (edited)

  Closed Asylum 149 views 12 comments 0 points Most recent by Asylum April 9Report a Bug
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 56 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  FDP-103 message for SagePoint Financial - now Osaic eQuipt

  Closed atenkley 27 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 109 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  11
  Show Splits Upon Hover in Transaction Activity (edited)

  Completed Closed AZSharps 127 views 5 comments 11 points Most recent by DryHeat April 9Feature Requests
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  How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited)

  Answered ✓ Closed Stu B 58 views 4 comments 0 points Most recent by DryHeat April 8Using the Spending Plan
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  Getting rid of "Business Setup"

  Answered ✓ Closed Stu B 48 views 2 comments 1 point Most recent by DryHeat April 8Getting Started
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 27 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  Fidelity Visa Card account missing transactions

  Closed John Wells 15 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  Attachments from Users sharing a space will not load for view

  Closed pwhelan81 90 views 7 comments 0 points Most recent by Coach Natalie April 8Report a Bug
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  Improve the look of the lines on the investment performance chart and include S&P 500 comparison

  Closed gerard143 16 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback
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  Add thumbnail image icons to transactions to add some life and color (edited)

  gerard143 19 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
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  [ONGOING] 3/25/26: American Express returns an FDP-101 error

  Coach Natalie 211 views 1 comment 1 point Most recent by Coach Natalie April 8Current Online Banking Issues