Recent Discussions

Discussion List

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  NetX Investor connects but doesn't download holdings or transactions

  Closed phlsphr 130 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts
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  Toggled notifications off in Simplifi, but emails never stop coming.

  Closed huyz 32 views 1 comment 0 points Most recent by Coach Jon June 8Troubleshooting
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  Mechanics Bank (California) Switched to HomeStreet (edited)

  Closed Kluke67 97 views 1 comment 1 point Most recent by Coach Jon June 8Adding and Updating Accounts
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  Missing minus sign in credit card details statement balance (edited)

  Closed KB2014 195 views 4 comments 0 points Most recent by Coach Jon June 8Troubleshooting
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  Mobile App: “Showing all transactions” line doesn’t update when a filter is active (edited)

  Closed Justaspender 75 views 1 comment 1 point Most recent by Coach Natalie June 8Feedback
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  Merged: Ability to access memo field on checks

  Closed oldfishergeek 1 view 0 comments 1 point Started by oldfishergeek June 8 Feature Requests
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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 1.7K views 65 comments 118 points Most recent by oldfishergeek June 8Feature Requests
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  PLEASE PLEASE Transactions Only on the Transactions Landing Page (edited)

  Closed D700 75 views 2 comments 0 points Most recent by Coach Natalie June 8Feedback
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  Merged: Golden one cu ongoing error

  Closed Kenny1963 1 view 0 comments 0 points Started by Kenny1963 June 8 Adding and Updating Accounts
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  USAA accounts do not show in Quicken Simplifi - "You have already added all your accounts" (edited)

  Closed fastman2 134 views 4 comments 0 points Most recent by Coach Natalie June 8Adding and Updating Accounts
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  Unable to connect to E*Trade due to wrong MFA prompt

  Closed ejs 123 views 5 comments 0 points Most recent by ejs June 8Adding and Updating Accounts
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  Filtering by Payment/Deposit in Investment Transactions does not work (edited)

  Closed bobbiesmith 141 views 9 comments 0 points Most recent by bobbiesmith June 7Troubleshooting
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  Is there a spending report which compares MTD over time?

  Answered ✓ Closed okc resident 57 views 1 comment 0 points Most recent by Coach Laura June 7Using Reports
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  FDP-102 error when connecting to T. Rowe Price Retirement Plans (edited)

  Closed jwadd001 88 views 2 comments 0 points Most recent by jwadd001 June 6Adding and Updating Accounts
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  Strategy for importing transactions including transfers

  Closed bobbiesmith 93 views 1 comment 0 points Most recent by SRC54 June 6Managing Your Transactions
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  Strategy for manually importing all my transactions from the start

  Closed bobbiesmith 55 views 1 comment 0 points Most recent by SRC54 June 6Adding and Updating Accounts
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  How can I match transaction rules using partial words?

  Closed bobbiesmith 562 views 26 comments 0 points Most recent by bobbiesmith June 6Managing Your Transactions
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  HealthEquity FDP-103/FDP-108 (edited)

  Closed System 313 views 11 comments 0 points Most recent by Coach Jon June 5Adding and Updating Accounts
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  Merged: Dark mode and light mode switching should be automatic

  Closed cehardin 1 view 0 comments 1 point Started by cehardin June 5 Feature Requests
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  Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

  Active purdnost 1.8K views 39 comments 81 points Most recent by McGheech June 5Feature Requests
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  Pending side of transfer does not subtract from balance with pending checked

  Closed RickS 38 views 1 comment 0 points Most recent by Coach Jon June 5Troubleshooting
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  Ability to hide closed accounts in Settings > Accounts (edited)

  Active FutureEye 139 views 3 comments 3 points Most recent by Coach Jon June 5Feature Requests
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  Zillow updates to my house value are happening twice a month, two days apart

  Closed MarkDav 40 views 1 comment 0 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Merged: One click to show uncategorized transactions

  Closed Robert48314 1 view 0 comments 1 point Started by Robert48314 June 5 Feature Requests
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  Duplicate transactions suddenly appeared (edited)

  Closed cowboydude99 744 views 29 comments 1 point Most recent by Coach Natalie June 5Report a Bug
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  New Feature Alert: Enhanced Transaction Search!

  Closed Coach Natalie 452 views 1 comment 4 points Most recent by Coach Natalie June 5Updates From the Product Team
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  zzz-Truist Online Banking

  Closed hanlewis528 104 views 4 comments 0 points Most recent by hanlewis528 June 5Adding and Updating Accounts
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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.4K views 23 comments 118 points Most recent by FutureEye June 4Feature Requests
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  Why can't I import deleted transactions?

  Closed HDmoney 180 views 5 comments 0 points Most recent by Coach Jon June 4Managing Your Transactions
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  Category of 'Shopping' remains in filter results after I change the category (edited)

  Closed KMcK 27 views 1 comment 1 point Most recent by Coach Jon June 4Troubleshooting