Recent Discussions

Discussion List

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  Computershare FDP-102 (edited)

  pjholland 37 views 5 comments 1 point Most recent by Coach Jon May 19Adding and Updating Accounts
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  Bank of America Quicken Simplifi FDP-105 Error

  AlexPKeaton 57 views 4 comments 0 points Most recent by Coach Natalie May 19Adding and Updating Accounts
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Ter1990 34 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Accessibility Barriers in Quicken Deluxe and Simplifi (edited)

  Jose Tamayo 38 views 2 comments -1 point Most recent by DryHeat May 19Feedback
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  Some of my previously deleted business categories have come back

  DryHeat 59 views 13 comments 0 points Most recent by Coach Jon May 19Report a Bug for Quicken Business & Personal
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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.7K views 37 comments 46 points Most recent by willjames May 19Report Missing Financial Institution or Biller
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  E Trade connection started failing 2 days ago. FDP-102

  mwatson 267 views 17 comments 0 points Most recent by gfestian May 19Adding and Updating Accounts
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  Spending Report - I want to see transactions without clicking into a category (edited)

  Chigs 41 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  hatzberg 27 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 28 comments 73 points Most recent by SRC54 May 19Feature Requests
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  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  RobI 41 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  Notification emails are showing positive balance when simplifi shows negative balance (edited)

  ChrisWT314 79 views 13 comments 0 points Most recent by ChrisWT314 May 18Troubleshooting
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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Chris Davis 31 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Remove old accounts from view

  djswizzz 26 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 210 views 27 comments 0 points Most recent by Coach Jon May 18Bills and Income
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  bling 52 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 24 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  Ability to sort and group the Saved Reports list (edited)

  Steve M 29 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Balances not reflecting pending transactions (edited)

  rosachin21k 80 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Net Worth Feature: Share your feedback here!

  Announcement Coach Natalie 3.8K views 156 comments 1 point Most recent by Coach Matthew May 18Feedback
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  Split transfers are not being excluded from reports by default (edited)

  Steve M 31 views 2 comments 2 points Most recent by Steve M May 18Troubleshooting
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 446 views 28 comments 61 points Most recent by EL1234 May 17Feature Requests
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 30 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
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  Posting a transaction to a future date = no transaction

  Jim Nissen 34 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
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  Printing Reports - Not Good

  tannebil 33 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
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  Collapse All Months in Transaction table? (edited)

  spamwich 43 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
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  HealthEquity FDP-108 error (edited)

  nrp06 680 views 42 comments 3 points Most recent by BrandonG May 16Adding and Updating Accounts
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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 32 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  Printing "Categories and Sub-Categories" from Settings (edited)

  HeyHeyHoHo 35 views 3 comments 0 points Most recent by HeyHeyHoHo May 16Feedback
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  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 519 views 9 comments 15 points Most recent by HeyHeyHoHo May 16Feature Requests