Recent Discussions

Discussion List

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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 2.4K views 110 comments 0 points Most recent by Quicken Kirby July 6Feedback
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  Missing Financial Institution - Crew Financial, by Bangor Savings Bank (edited)

  Closed KellyP 56 views 1 comment 0 points Most recent by Coach Natalie July 6Adding and Updating Accounts
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  Ability to edit the status of transactions (pending/cleared) from the transaction list directly

  Active ChrisWT314 89 views 3 comments 3 points Most recent by Coach Natalie July 6Feature Requests
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  Merged: True Bank & Credit Card Reconciliation as opposed to the Review feature

  Closed Pamyo 1 view 0 comments 1 point Started by Pamyo July 5 Quicken Business & Personal Feature Requests
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  Ability to group the Bills / Income sections of the Spending Plan by Payee or Category (edited)

  Active EL1234 62 views 1 comment 4 points Most recent by mmmartian July 4Feature Requests
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  Robinhood FDP-101 (edited)

  Closed Rick_B 468 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 157 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 109 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 244 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 509 views 23 comments 0 points Most recent by mketner July 3Adding and Updating Accounts
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  HealthEquity FDP-108 error (edited)

  Closed nrp06 2K 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 281 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 92 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 81 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 57 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 259 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 80 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 34 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 277 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 133 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 1.7K views 51 comments 68 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 355 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 74 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 23 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 176 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 48 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 716 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 56 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts