Recent Discussions

Discussion List

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  3

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  Add a section of Starred/Favorite Accounts in the Accounts List (edited)

  Active EL1234 23 views 3 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 95 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
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  Quicken Support Closed 12/25/25 in Observance of Christmas

  Closed Coach Natalie 23 views 0 comments 2 points Most recent by Coach Natalie December 2025Announcements
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  20

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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 444 views 8 comments 20 points Most recent by mattysoup December 2025Feature Requests
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  [ONGOING] 12/10/25: Ent Credit Union returns FDP-103 error

  Coach Jon 35 views 1 comment 0 points Most recent by Coach Jon December 2025Current Online Banking Issues
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  296

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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 3.8K views 88 comments 296 points Most recent by Max1223 December 2025Feature Requests
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  Transfers are not Bills!

  Closed donnajean 448 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  First US Bank (Alabama) Gets Things Reversed 2x Recently

  Closed SRC54 16 views 2 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Closed Forteleza 170 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  No "Keep this account separate" in Quicken Simplifi

  Closed sgordet 28 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
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  1

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  Ability to add gross assets for net worth tracking (edited)

  Active Cedo 11 views 0 comments 1 point Most recent by Cedo December 2025Feature Requests
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  Empower - pension and HSA not pulled in

  Closed System 24 views 2 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Affinity Federal Credit Union HELOC no longer provides accurate balance

  Closed user12 11 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  How do I remove an asset account? (edited)

  Answered ✓ Closed Warpath 74 views 3 comments 0 points Most recent by Warpath December 2025Adding and Updating Accounts
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  Changes to Savings Goals should apply retroactively (edited)

  Closed 0111010101 50 views 3 comments 2 points Most recent by DryHeat December 2025Using Savings Goals
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  15

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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 126 views 7 comments 15 points Most recent by EL1234 December 2025Feature Requests
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  64

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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 677 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 51 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  Web Releases 4.88.0 - 4.88.2

  Closed Coach Natalie 264 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
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  Rules based on Category

  Closed Maples 26 views 2 comments 1 point Most recent by DryHeat December 2025Feedback
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  10

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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 175 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests
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  Mobile Releases 5.46.0 - 5.46.2

  Closed Coach Natalie 182 views 0 comments 2 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  1
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 13 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Concerned about exports on future upgrades

  Closed ThatManUKnow 1 view 0 comments 0 points Most recent by ThatManUKnow December 2025Using Reports
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  How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.

  Closed FortDog88 329 views 13 comments 1 point Most recent by lwagner December 2025Adding and Updating Accounts
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  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  Closed alexthechoi 148 views 11 comments 2 points Most recent by rmarcus88 December 2025Adding and Updating Accounts
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  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 89 views 1 comment 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Transaction export

  Closed IHasAQuestion 27 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  The Community Meetup - December 2025 Edition

  Announcement Coach Natalie 768 views 3 comments 1 point Most recent by Flopbot December 2025The Community Meetup Newsletter