Recent Discussions

Discussion List

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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 1 view 0 comments 1 point Started by Ruonline December 2025 Feature Requests
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  Export to PDF is practically useless to me

  Closed SRC54 54 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Nationwide 401k FDP-106

  Closed cl134 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Please add iTrustCapital

  Active MrMcNuggets 1 view 0 comments 1 point Started by MrMcNuggets December 2025 Report Missing Financial Institution
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  Logix issue update? (edited)

  Closed MiketheFerg 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Create rule within transaction category removed

  Closed wavehowie 50 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Wealthfront error

  Closed Rachelk 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 1 view 0 comments 0 points Started by N4KHQ December 2025 Troubleshooting
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  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 42 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Moving a transaction to a future date disappears and does not generate a reminder

  Closed nestorbast 436 views 14 comments 1 point Most recent by bvw123 November 2025Bills and Income
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  Ability to "hide" portion of a transaction that is split

  Closed twinrh 38 views 2 comments 1 point Most recent by DryHeat November 2025Feedback
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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 32 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
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  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 131 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 377 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.8K views 72 comments 183 points Most recent by PhoenixV November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 1 view 0 comments 1 point Started by PhoenixV November 2025 Feature Requests
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  BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

  Closed andrewbr 31 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Cash Flow graphic on iPad? (edited)

  Answered ✓ Closed VernDosch 22 views 1 comment 0 points Most recent by Coach Natalie November 2025Feedback
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 1 view 0 comments 1 point Started by DryHeat November 2025 Feature Requests
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  Robinhood Banking Issues

  Closed sccpu3d 35 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Betterment connection not working (FDP-103/request-body-field-unsupported)

  Closed gsong 52 views 5 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Integrate with ChatGPT (edited)

  Active hokuto 11 views 0 comments 1 point Started by hokuto November 2025 Feature Requests
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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 370 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  Adding back tag field to spending report

  Closed zipfamily 73 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 4.7K views 119 comments 303 points Most recent by howie_s November 2025Feature Requests
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
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  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 438 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 65 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  [ONGOING] 11/12/25: b1Bank returns FDP-2102 error

  Coach Jon 43 views 1 comment 0 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  Quicken Support Closed 11/27/25 in Observance of Thanksgiving

  Closed Coach Natalie 11 views 0 comments 0 points Started by Coach Natalie November 2025 Announcements