Recent Discussions

Discussion List

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  9

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  Ability to hide account balances in the Accounts List (edited)

  Active Tbone 104 views 9 comments 9 points Most recent by UrsulaA July 30Feature Requests
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  2

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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 14 views 1 comment 2 points Most recent by RobWilk July 30Feature Requests
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  19

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  Credit Card Utilization Report

  Active Marcus 75 views 9 comments 19 points Most recent by UrsulaA July 30Feature Requests
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  Merged: Ability to turn off the display of account balances in the Accounts List (edited)

  Stella 29 views 0 comments 2 points Started by Stella July 29 Feature Requests
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  Citibank account - transaction just vanished in Quicken.

  Closed nakada 44 views 5 comments 0 points Most recent by RobWilk July 29Report a Bug
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  42

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  Add 'Averages' to Reports (edited)

  Active rb94 297 views 16 comments 42 points Most recent by frangkee July 29Feature Requests
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  Transaction History Duration

  Answered ✓ Closed Jhurley5227 32 views 1 comment 0 points Most recent by Coach Jon July 29Managing Your Transactions
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  Notification does not match reported issue.

  Closed DannyB 15 views 1 comment 0 points Most recent by Coach Natalie July 29Report a Bug
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  Merged: Show Note field for future as well as past transactions

  KB2014 4 views 0 comments 1 point Started by KB2014 July 29 Feature Requests
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  20

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  Add Notes Field To Upcoming Transactions

  Active Tickko 165 views 8 comments 20 points Most recent by KB2014 July 29Feature Requests
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  Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

  Closed System 23 views 2 comments 0 points Most recent by Coach Natalie July 29Adding and Updating Accounts
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  Linking Financial Institutions

  Closed LJFiala 104 views 3 comments 0 points Most recent by Coach Natalie July 29Adding and Updating Accounts
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  Janney (Janney Montgomery Scott LLC) Investments connectivity

  In Review ogl 109 views 4 comments 6 points Most recent by CDC July 29Report Missing Financial Institution
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  [ONGOING] 7/15/24: Longleaf Partners returns a 5209 error

  Coach Natalie 21 views 1 comment 0 points Most recent by Coach Natalie July 29Current Online Banking Issues
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  [ONGOING] 7/15/24: AXA Enterprise Funds - 401k returns a 102 error

  Coach Natalie 24 views 1 comment 0 points Most recent by Coach Natalie July 29Current Online Banking Issues
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  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Active simplifi39393 41 views 1 comment 1 point Most recent by fjpurcell July 28Report Missing Financial Institution
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  No transactions before Jan 19, 2024 ?!

  Closed EllieBean 47 views 6 comments 0 points Most recent by DannyB July 28Managing Your Transactions
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  Walgreens Credit Card

  In Review shaffer2 507 views 7 comments 5 points Most recent by rhachani July 27Report Missing Financial Institution
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 70 views 0 comments 0 points Started by KB2014 July 27 Investments
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  Quicken / Rocket Loans Connectivity

  Closed wedgeloop 26 views 1 comment 0 points Most recent by Coach Kristina July 27Adding and Updating Accounts
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  Merged: Add support for MyWalgreens Mastercard

  rhachani 4 views 0 comments 1 point Started by rhachani July 27 Report Missing Financial Institution
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  Merged: Apple Cash implementation

  Pmrussell892 4 views 0 comments 0 points Started by Pmrussell892 July 26 Feedback
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  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 85 views 2 comments 0 points Most recent by lindsayla18 July 26Adding and Updating Accounts
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  Transactions from Excluded Accounts Show in Spending Plan

  Closed donnajean 43 views 5 comments 0 points Most recent by Coach Jon July 26Report a Bug
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  15

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 514 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests
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  8

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  Net Worth Forecast

  Active ricklamb0810 96 views 2 comments 8 points Most recent by sawilliams July 26Feature Requests
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  Disappearing transaction after savings goal contribution

  Closed tobyN 19 views 3 comments 0 points Most recent by tobyN July 26Report a Bug
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  Error when updating older transaction: "Sorry, but we were unable to make your changes."

  Closed Peripety 56 views 4 comments 0 points Most recent by Peripety July 25Report a Bug
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  Merged: Please add pension as an account type

  Bartman682 6 views 0 comments 1 point Started by Bartman682 July 25 Feature Requests
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  10

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 173 views 4 comments 10 points Most recent by Bartman682 July 25Feature Requests