Recent Discussions

Discussion List

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  Simplifi connection to Huntington Bank frequently drops

  Closed ForestDweller 25 views 1 comment 0 points Most recent by ForestDweller April 25Adding and Updating Accounts
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  Erroneous notification for low balance

  Closed strwrsdbz 96 views 5 comments 0 points Most recent by strwrsdbz April 25Report a Bug
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  Downgrading from Simplifi Business & Personal - which "Space" migrates?

  Closed jorder 84 views 3 comments 0 points Most recent by jorder April 25Using Space Sharing
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 591 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
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  Purdue Federal Credit Union Care code: FDP-106/Care Code: QCS-0429-2/FDP-187 (edited)

  Closed JoeGainey 139 views 10 comments 0 points Most recent by Coach Jon April 24Adding and Updating Accounts
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  expense series amounts on planned spend keep reverting to old amounts after I change them

  Closed PFNikolai 85 views 4 comments 0 points Most recent by PFNikolai April 24Troubleshooting
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  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 93 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 28 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Closed Robert48314 92 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Closed Robert48314 24 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  Closed SmittyVA 171 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

  Active leos 282 views 13 comments 27 points Most recent by birbyb April 23Feature Requests
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  4
  QBP: Ability to have $0 Items in Invoices (edited)

  Completed Closed Asher 15 views 1 comment 4 points Most recent by Coach Natalie April 23Quicken Business & Personal Feature Requests
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  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 52 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 13 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  Support for OnePay Cash Rewards Card (edited)

  Closed Driven67 25 views 1 comment 1 point Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Web Release 6.16.0

  Closed Coach Natalie 133 views 0 comments 2 points Started by Coach Natalie April 23 Updates From the Product Team
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  QBP: The "Project" should also print on Invoices (edited)

  Active blamphcore 63 views 7 comments 7 points Most recent by cloudquick April 23Quicken Business & Personal Feature Requests
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  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 7 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Merged: Add "2 Years" date range option for graphs and reports

  Closed light 1 view 0 comments 1 point Started by light April 23 Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 45 views 3 comments 4 points Most recent by light April 23Feature Requests
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  Mobile Releases 6.16.0 - 6.16.2

  Closed Coach Natalie 101 views 0 comments 0 points Started by Coach Natalie April 22 Updates From the Product Team
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  Ability to Export Attachments (edited)

  Active dj2115 174 views 4 comments 15 points Most recent by sidewalkboots April 22Feature Requests
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  Vanguard Multiple Login Connection Issue (edited)

  Closed skibunny2k 63 views 1 comment 0 points Most recent by Coach Natalie April 22Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 126 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  8

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  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 95 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
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  West Gate Bank

  Active adh289 3 views 0 comments 1 point Started by adh289 April 22 Report Missing Financial Institution or Biller
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  Projected Low Bank Balance Notice Generating Even after $$ Threshold Change

  Closed Jbweb316 22 views 1 comment 0 points Most recent by Coach Jon April 21Troubleshooting
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  Merged: Any resolution to connecting to Raymond James Financial? FDP-155 (edited)

  Closed Laltshul 11 views 0 comments 0 points Most recent by heatherm April 21Adding and Updating Accounts
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  Privacy Mode: Ability to hide just account totals (edited)

  Active cbear749 28 views 1 comment 3 points Most recent by SRC54 April 21Feature Requests