Recent Discussions

Discussion List

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  [RESOLVED] 1/5/26: Tax Planner Has Incorrect Tax Calculation for 2026

  Closed Coach Natalie 35 views 1 comment 0 points Most recent by Coach Jon January 7Known Product Issues
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  Spending Plan available spending per week (edited)

  Active joroad 22 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 46 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
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  Unable to Log In

  SCT41 9 views 1 comment 0 points Most recent by RobWilk January 7Troubleshooting
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  "Apply rule to existing transactions" is not working

  cyberstackn 44 views 4 comments 0 points Most recent by cyberstackn January 7Troubleshooting
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  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed madmoondog 62 views 3 comments 7 points Most recent by Coach Natalie January 6Feature Requests
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  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed pkp 78 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  4
  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Dave5150 35 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
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  Merged: Create ability to print Investment> Portfolio > Holdings

  Closed HMagh 3 views 0 comments 1 point Started by HMagh January 6 Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 36 views 2 comments 4 points Most recent by HMagh January 6Feature Requests
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  Nordstrom Card Services not connecting and Manual download is reversing transation amounts

  humby3 17 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Merged: Please add usbank.us - a Santander bank online Savings bank

  Closed shahpr98 19 views 0 comments 1 point Most recent by shahpr98 January 6Report Missing Financial Institution
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 34 views 2 comments 1 point Most recent by SRC54 January 6Feature Requests
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  Merged: The export feature has been deprecated and broken (no longer show full split detail)

  Closed rbrooks7125 4 views 0 comments 0 points Started by rbrooks7125 January 6 Business Categories
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  Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

  Dick_Davis 389 views 43 comments 2 points Most recent by Dick_Davis January 6Adding and Updating Accounts
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  Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)

  Active rivuletsteph 42 views 3 comments 5 points Most recent by Dick_Davis January 6Feature Requests
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  Incorporate the GPS mileage tracker from Quicken Self Employed

  Active Markitect 6 views 0 comments 2 points Started by Markitect January 6 Feature Requests
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  Cannot connect to TIAA - Care code: PRODUCTS_NOT_SUPPORTED

  ChrisWT314 40 views 6 comments 0 points Most recent by ChrisWT314 January 6Adding and Updating Accounts
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 31 views 1 comment 6 points Most recent by ChrisWT314 January 6Feature Requests
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  Help connecting two sets of accounts with Fidelity (edited)

  vmorgs 22 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Changes to transaction register? (edited)

  Answered ✓ Dick_Davis 33 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 10 views 1 comment 3 points Most recent by Dick_Davis January 6Feature Requests
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  Optum FSA Account Transaction Activity does not align with what's shown on Simplifi

  jhst 18 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

  TJ_JR2 100 views 4 comments 1 point Most recent by TJ_JR2 January 6Adding and Updating Accounts
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  Nationwide Retirement Login giving error FDP 102

  FutureEye 112 views 16 comments 0 points Most recent by Coach Natalie January 6Adding and Updating Accounts
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  Customize Dashboard: Share your feedback here!

  Closed Coach Natalie 284 views 31 comments 0 points Most recent by Coach Natalie January 6Feedback
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  [ONGOING] 12/23/25: Honda Finance American - Owner returns an FDP-105 error

  Coach Natalie 116 views 1 comment 0 points Most recent by Coach Natalie January 6Current Online Banking Issues
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  Transactions not showing in Spending Plan (edited)

  Chrisg60 14 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Incorrect Manual Account Balance

  Israel 59 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 2.9K views 65 comments 249 points Most recent by estebanV January 6Feature Requests