Recent Discussions

Discussion List

• 
  RBC Bank (USA) FDP-103 error (edited)

  Closed Whreyel 24 views 5 comments 0 points Most recent by Coach Natalie January 2Adding and Updating Accounts
• 
  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 220 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
• 
  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 1 view 0 comments 1 point Most recent by Coach Jon January 2Feedback
• 
  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 145 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
• 
  4

  Up
  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 54 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution or Biller
• 
  Tags vs Notes

  Answered ✓ Closed MTav8biz 51 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
• 
  Show net worth change over time with graph

  Closed codyhaven 15 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
• 
  iOS Widget Shows Incorrect “Left to Spend”

  Closed peytont 20 views 1 comment 0 points Most recent by Coach Natalie January 2Troubleshooting
• 
  3

  Up Down
  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 15 views 0 comments 3 points Most recent by EL1234 January 2Feature Requests
• 
  Issue with Refund Tracker on the mobile app (edited)

  Closed Flopbot 181 views 23 comments 0 points Most recent by Coach Natalie January 2Report a Bug
• 
  Spending Plan - Planned Spend Actual Spend Running Totals

  Closed erin922 25 views 1 comment 2 points Most recent by SRC54 January 1Feedback
• 
  How do you categorize Car lease payment

  Answered ✓ Closed anandsandy 30 views 1 comment 0 points Most recent by Coach Jon January 1Categories and Tags
• 
  20

  Up Down
  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 177 views 9 comments 20 points Most recent by zbsh December 2025Feature Requests
• 
  Nordstrom Card Not Connecting (care code: FDP-101)

  Closed bcsams424 44 views 1 comment 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Charles Schwab brokerage account no longer updating

  Closed RickS 136 views 19 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  5

  Up Down
  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 31 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
• 
  54

  Up Down
  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.6K views 40 comments 54 points Most recent by rmarcus88 December 2025Feature Requests
• 
  27

  Up Down
  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 436 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
• 
  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 136 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  [ONGOING] 12/18/25: TD Bank - Issue connecting multiple logins

  Coach Natalie 122 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
• 
  Unable to Sign in on Android Device

  Closed Mortimer Duke 7 views 1 comment 0 points Most recent by DannyB December 2025Troubleshooting
• 
  Just subscribed. Why do I get an error trying to enter Transactions?

  Closed DarinMan 26 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
• 
  What is your favorite holiday movie?

  Closed Coach Kristina 218 views 12 comments 0 points Most recent by botjnilt December 2025The Water Cooler
• 
  Watch Lists and Spend Categories can be filtered by selected accounts

  Closed GoBraves 16 views 1 comment 1 point Most recent by Coach Natalie December 2025Feedback
• 
  Tired of broken online banking connections

  Closed SuperBoots 78 views 7 comments 0 points Most recent by RobWilk December 2025Feedback
• 
  Budget Flexibility - paychecks vs months

  Closed Aj28 27 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
• 
  1

  Up Down
  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 11 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
• 
  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 74 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
• 
  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 21 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts
• 
  Prudential Financial Account Needs Attention Care Code: QCS-0429-2/FDP-103 (edited)

  Closed ctanenbaum 40 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts