Recent Discussions

Discussion List

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  E Trade connection started failing 2 days ago. FDP-102

  Closed mwatson 499 views 17 comments 0 points Most recent by gfestian May 19Adding and Updating Accounts
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  Spending Report - I want to see transactions without clicking into a category (edited)

  Closed Chigs 56 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  Closed hatzberg 48 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  Closed RobI 63 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  2

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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Chris Davis 35 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Remove old accounts from view

  Closed djswizzz 23 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 329 views 27 comments 0 points Most recent by Coach Jon May 18Bills and Income
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  Closed bling 132 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 21 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  2

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  Ability to sort and group the Saved Reports list (edited)

  Steve M 24 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 139 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  8

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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 29 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
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  Posting a transaction to a future date = no transaction

  Closed Jim Nissen 83 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
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  Printing Reports - Not Good

  Closed tannebil 67 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
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  Collapse All Months in Transaction table? (edited)

  Closed spamwich 64 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
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  4

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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 50 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  Printing "Categories and Sub-Categories" from Settings (edited)

  Closed HeyHeyHoHo 78 views 3 comments 0 points Most recent by HeyHeyHoHo May 16Feedback
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 123 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Unable to change the category on a linked refund (edited)

  Closed cloudquick 411 views 26 comments 0 points Most recent by Coach Jon May 15General Troubleshooting
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 45 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Credit Card Interest Details

  Closed SRC54 35 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 771 views 4 comments 5 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 1 view 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
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  National Grid Bill Connect amount not updated in Simplifi (edited)

  Closed MishaM 15 views 1 comment 0 points Most recent by Coach Jon May 15Report a Bug
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  Linking multiple Chase logins (edited)

  Closed JP Mich 28 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
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  Merged: Tsp connection issue

  Closed kingcon1 1 view 0 comments 0 points Started by kingcon1 May 15 Adding and Updating Accounts
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  Switching reports does not render the charts (edited)

  Closed ewd_20834756 16 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
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  1
  Add Coinbase One Card (Credit Card)

  odrocs 221 views 13 comments 1 point Most recent by odrocs May 15Report Missing Financial Institution or Biller
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  8
  QBP: Ability to Delete or Archive Businesses (edited)

  Planned mattbroffman 306 views 12 comments 8 points Most recent by DryHeat May 14Quicken Business & Personal Feature Requests
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 169 views 16 comments 0 points Most recent by DryHeat May 14Feedback