Recent Discussions

Discussion List

• 
  Planned Spend Categories Resets in Future Months

  Closed JKBudget 15 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting
• 
  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 73 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
• 
  Wealthsimple FDP-102 error (edited)

  Closed abrasumente 63 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Can I share my quicken with my accountant and financial advisor?

  Answered ✓ Closed TK_25 55 views 1 comment 0 points Most recent by Coach Jon October 2025Using Space Sharing
• 
  UBS Wealth Management - FDP-103 (edited)

  Closed kash80 42 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Is deleting transaction history permanent? (edited)

  Closed lynchbro 51 views 4 comments 0 points Most recent by Coach Jon October 2025Managing Your Transactions
• 
  Human Interest FDP-105 Constantly happening

  Closed Jester169 44 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  "Oops! Something went wrong error" when viewing transactions with new register (edited)

  Closed RobWilk 66 views 6 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
• 
  9

  Up
  Raisin is missing (edited)

  Active Zorat 464 views 10 comments 9 points Most recent by jskup October 2025Report Missing Financial Institution
• 
  Can I pay bills with Simplifi?

  Answered ✓ Closed dhdurgee 58 views 1 comment 0 points Most recent by SRC54 October 2025Bills and Income
• 
  4

  Up Down
  Automatically delete $0 reminders that are "past due" [Edited]

  Active EL1234 23 views 1 comment 4 points Most recent by MishaM October 2025Feature Requests
• 
  13

  Up Down
  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 154 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Bill Connect for Credit Card: Statement Amount Is Not Counting Some Transactions

  Closed System 71 views 11 comments 0 points Most recent by DryHeat October 2025Troubleshooting
• 
  Stripe Payment not matching Invoice due to processing fee (edited)

  Closed GuerillaTime68 103 views 14 comments 0 points Most recent by GuerillaTime68 October 2025General Troubleshooting
• 
  American Express Care Code: 324

  Closed halletts 60 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  17

  Up Down
  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 160 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
• 
  Future payment series show up as client credits

  Closed sidewalkboots 47 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
• 
  FDP-106 Space Coast Credit Union

  Closed Travis B. 35 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 53 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug
• 
  Simplify - Ally Bank no longer connecting (request-body-field-unsupported)

  Closed mint_to_ 38 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
• 
  Credit Union of Colorado - FDP-106 error (edited)

  Closed Knogeo 54 views 5 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
• 
  NMBT transition to UMB Bank

  Closed dont 27 views 2 comments 0 points Most recent by dont October 2025Adding and Updating Accounts
• 
  5

  Up Down
  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 48 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
• 
  Amex 401 error

  Closed jason2 35 views 3 comments 0 points Most recent by jason2 October 2025Adding and Updating Accounts
• 
  Zillow Integration: Share your feedback here!

  Closed Coach Natalie 1.1K views 71 comments 2 points Most recent by Coach Natalie October 2025Feedback
• 
  Zillow address not found

  Closed kwillg 130 views 11 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Zillow address not found

  Closed gtseamus 68 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Web Release 4.79.0

  Closed Coach Natalie 344 views 0 comments 2 points Started by Coach Natalie October 2025 Updates From the Product Team
• 
  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 78 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
• 
  2

  Up
  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 15 views 0 comments 2 points Started by JCG2042 October 2025 Report Missing Financial Institution