Recent Discussions

Discussion List

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  [ONGOING] 02/19/25: Quicken Simplifi Tablet users not seeing "add planned spending" option

  Coach Jon 32 views 1 comment 0 points Most recent by Coach Jon March 5Known Product Issues
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  [ONGOING] 2/19/25: Date Picker Starting on Monday Instead of Sunday in Quicken Simplifi Web

  Coach Jon 36 views 1 comment 0 points Most recent by Coach Jon March 5Known Product Issues
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  Charting Subcategories

  Answered MaverickNH 19 views 1 comment 0 points Most recent by kftrendy March 5Categories and Tags
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  neon45 117 views 28 comments 0 points Most recent by neon45 March 5Investments
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  Merged: Tags Display in no particular order - Web App

  Closed Marth 5 views 0 comments 0 points Started by Marth March 5 Report a Bug
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 6.8K views 146 comments 59 points Most recent by vbn8vn8 March 5Report Missing Financial Institution
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered PaleBlueDot67 14 views 1 comment 0 points Most recent by Coach Jon March 4Investments
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  Limited Access with Space Sharing (edited)

  In Review MoneySkeets 382 views 9 comments 15 points Most recent by SRC54 March 4Feature Requests
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  Fidelity Download Saturday Morning changed all Past Payment/Deposits to Excluded from Spending Plan

  SRC54 36 views 7 comments 0 points Most recent by Coach Natalie March 4Investments
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  Is there a way to create a spending plan for your business?

  Answered Elh Publishing 24 views 1 comment 0 points Most recent by Coach Jon March 4General Troubleshooting
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  Fidelity deposits register as 2 transactions

  disc2120 72 views 17 comments 0 points Most recent by Coach Jon March 4Troubleshooting
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  TD Canada Trust and missing RRSP and TFSA investment accounts

  oliverdavid 44 views 8 comments 0 points Most recent by Coach Jon March 4Adding and Updating Accounts
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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Springzy 34 views 5 comments 0 points Most recent by SRC54 March 4Adding and Updating Accounts
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  FDP-530 error with SEI Client Connect (edited)

  CincyJ 69 views 18 comments 1 point Most recent by Coach Natalie March 4Adding and Updating Accounts
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  Ability to add or subtract Planned Spending funds without overwriting the original amount (edited)

  Active BenB 35 views 3 comments 0 points Most recent by Coach Natalie March 4Feature Requests
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  Error FDP-185 Every Single Day with Truist (edited)

  Jcon63 30 views 5 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts
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  Mobile App: Show the 'Available' amount when drilled into Spending Plan sections (edited)

  Active BenB 30 views 6 comments 1 point Most recent by Coach Natalie March 4Feature Requests
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  Help with Valic/AIG/Corebridge

  N4KHQ 79 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts
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  Implement Passkeys (edited)

  Active AzMurph 272 views 18 comments 14 points Most recent by InkSeer March 4Feature Requests
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  Date Range frustration

  mdbnj 33 views 4 comments 1 point Most recent by SRC54 March 4Feedback
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  0 Balance 🥳

  BBoudreau 17 views 2 comments 3 points Most recent by RobWilk March 4Share your Success!
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  QBP: Estimated Quarterly Tax Calculator (edited)

  Active cyberstackn 39 views 5 comments 2 points Most recent by cyberstackn March 4Feature Requests
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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 319 views 16 comments 45 points Most recent by SRC54 March 4Feature Requests
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 22 views 3 comments 0 points Most recent by nestorbast March 3Bills and Income
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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 88 views 9 comments 7 points Most recent by SRC54 March 3Feature Requests
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  4
  Move the Interval Refresh Icon to the left of the account name (edited)

  Completed MWA 41 views 7 comments 4 points Most recent by Flopbot March 3Feature Requests
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  Can’t get full screen for Simplifi WebOS using Safari.

  Jlexky 75 views 14 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  Transactions not being properly downloaded + pending balance inconsistent (edited)

  ender 55 views 5 comments 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  Full SoFi Student Loan Balance Not Showing

  georgeb3 36 views 6 comments 1 point Most recent by Coach Natalie March 3Adding and Updating Accounts
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  New Planned Spending Release Options: Share your feedback here!

  Announcement Coach Natalie 171 views 12 comments 0 points Most recent by BenB March 3Feedback