Recent Discussions

Discussion List

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  Merged: Ability to create Custom Transfer labels/sub-categories

  Closed Moralessalsidoj 4 views 0 comments 1 point Started by Moralessalsidoj August 3 Quicken Business & Personal Feature Requests
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  QBP: Automatic Mileage Tracking Via Phone's Location Tracking (edited)

  Moralessalsidoj 20 views 1 comment 1 point Most recent by Coach Natalie August 3Quicken Business & Personal Feature Requests
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  Include actual spent from Planned Spending into the left over amount.

  Moralessalsidoj 60 views 8 comments 1 point Most recent by Coach Natalie August 3Using the Spending Plan
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  Discover Credit Card transition to Capital One - No transactions prior to April 30 (edited)

  Cschaumburg 52 views 3 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 653 views 29 comments 52 points Most recent by Moralessalsidoj August 3Feature Requests
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  Incorrect "expected bills" amount in 'bills to income percentage' notification email (edited)

  Bartman682 118 views 11 comments 0 points Most recent by Coach Natalie August 3Report a Bug
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  Enhanced Transaction List Toolbar: Share your feedback here!

  Announcement Coach Natalie 447 views 31 comments 0 points Most recent by SRC54 August 3Feedback
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 256 views 32 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Kraken not tracking stocks holding correctly

  tjipz 117 views 11 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 778 views 39 comments 2 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 160 views 17 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  FAIL CollegeInvest - Direct Portfolio - Non Aggregator FDP-103 error [Edited]

  FortDog88 40 views 3 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Happen Bank Still Unable to Connect FDP-155

  slada965 29 views 4 comments 1 point Most recent by Coach Natalie August 3Adding and Updating Accounts
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  First Northern CU (FDP- 101)

  Vincent 29 views 2 comments 0 points Most recent by Vincent August 3Adding and Updating Accounts
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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 455 views 8 comments 26 points Most recent by DryHeat August 2Feature Requests
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  Non Functioning Downloading Quotes After Corporate Stock Split (HON - Honeywell)

  PhilipJD 21 views 1 comment 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  Marcus by Goldman Sachs -- Still not available even with Plaid connection

  esurratt 76 views 6 comments 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  Use 12-month average for Planned Spending (edited)

  NeroDrifter 44 views 3 comments 7 points Most recent by mmmartian August 2Feature Requests
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  New: repeated login screens and 2FA, both for Simplifi and Community

  KB2014 21 views 1 comment 0 points Most recent by Coach Kristina August 2Troubleshooting
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  Sallie Mae Bank returns an FDP-105 error

  jayshah 28 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)

  PJLmoney 409 views 44 comments 0 points Most recent by PJLmoney August 2Adding and Updating Accounts
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  Planned Spending - Additional Features

  John Chavez 27 views 2 comments 0 points Most recent by DryHeat August 2Feedback
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  Adding split transactions to a series

  drcolace 46 views 8 comments 1 point Most recent by SRC54 August 2Bills and Income
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  Zillow not finding my address (edited)

  Jhgoetz 131 views 11 comments 0 points Most recent by Flopbot August 2Troubleshooting
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  Revolut banking

  Active mattk 429 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

  DryHeat 105 views 14 comments 1 point Most recent by SRC54 August 1Projected Cash Flow
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  Accounts/transactions aren't updating (edited)

  Brainnrse 31 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Add SCE to linked companies

  Brainnrse 16 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Add Sunwest mortgage company

  Brainnrse 17 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Is Simplifi down?

  MKEsarnowski 35 views 1 comment 0 points Most recent by Coach Carlos August 1Troubleshooting