Recent Discussions

Discussion List

• 
  10

  Up
  Lively HSA

  In Review BTurner00 294 views 10 comments 10 points Most recent by Jmod August 22Report Missing Financial Institution
• 
  Double 'Date' column, but no dates (edited)

  Closed DannyB 17 views 4 comments 0 points Most recent by SRC54 August 22Report a Bug
• 
  Downloaded Transactions Automatically Set with a Flag

  Closed Dick_Davis 33 views 5 comments 0 points Most recent by EL1234 August 22Managing Your Transactions
• 
  Applying rules to past transactions is not working (edited)

  Closed housetr 66 views 12 comments 0 points Most recent by Coach Jon August 21Troubleshooting
• 
  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 51 views 9 comments 0 points Most recent by DryHeat August 21Report a Bug
• 
  Fidelity Visa shows correct balance, but not showing transactions

  Closed Curanthir 142 views 9 comments 0 points Most recent by Coach Jon August 21Adding and Updating Accounts
• 
  7

  Up Down
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Active madmoondog 53 views 2 comments 7 points Most recent by SRC54 August 21Feature Requests
• 
  A hidden field appears that can be clicked when creating a category (edited)

  Closed System 38 views 7 comments 0 points Most recent by Coach Jon August 21Report a Bug for Quicken Business & Personal
• 
  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 126 views 19 comments 0 points Most recent by Coach Jon August 21Adding and Updating Accounts
• 
  17

  Up Down
  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 238 views 9 comments 17 points Most recent by Max1223 August 21Feature Requests
• 
  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 66 views 4 comments 0 points Most recent by NivaR August 21Getting Started
• 
  20

  Up Down
  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 149 views 10 comments 20 points Most recent by Coach Natalie August 21Feature Requests
• 
  48

  Up Down
  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 385 views 12 comments 48 points Most recent by travismartin92 August 21Feature Requests
• 
  0

  Up Down
  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 21 views 5 comments 0 points Most recent by SRC54 August 20Feature Requests
• 
  Should I use the same email address for Quicken Classic and Simplifi? (edited)

  Answered ✓ Closed Terry-0 25 views 1 comment 0 points Most recent by DannyB August 20Getting Started
• 
  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 30 views 3 comments 0 points Most recent by Coach Jon August 20Adding and Updating Accounts
• 
  FDP-103 error on Ascensus

  Closed sajsterptl 274 views 23 comments 0 points Most recent by samsonite August 20Adding and Updating Accounts
• 
  SECU of Maryland "Bank not available now" (edited)

  Closed keepingit2gether 19 views 2 comments 0 points Most recent by DannyB August 20Adding and Updating Accounts
• 
  3

  Up
  AAA Travel Advantage Credit Card - Comenity (edited)

  Active Charles Collins 324 views 6 comments 3 points Most recent by Brian E August 20Report Missing Financial Institution
• 
  7

  Up Down
  Link Refunds with Purchases to Net Out Spending Amounts

  Active Trusia55 43 views 3 comments 7 points Most recent by Coach Natalie August 20Feature Requests
• 
  Add Strike Accounts to Simplifi

  Closed gas_powered_stick 4 views 1 comment 1 point Most recent by Coach Natalie August 20Adding and Updating Accounts
• 
  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 19 views 1 comment 0 points Most recent by Coach Natalie August 20Adding and Updating Accounts
• 
  No Business Categories available within Quicken Business & Personal

  Closed System 84 views 10 comments 0 points Most recent by Coach Jon August 19Report a Bug for Quicken Business & Personal
• 
  No Tag Filter (edited)

  Closed ronlm 12 views 1 comment 0 points Most recent by Coach Natalie August 19Feedback
• 
  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 82 views 15 comments 0 points Most recent by wrankin August 19Adding and Updating Accounts
• 
  Pictures of the Screens with is Marked for Reference

  Answered ✓ Closed Dick_Davis 23 views 1 comment 0 points Most recent by Coach Jon August 19Getting Started
• 
  Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

  Closed Derrick R 11 views 0 comments 0 points Started by Derrick R August 19 Adding and Updating Accounts
• 
  I need Simplifi to understand that all the money in my "Cash and Checking" accounts is spendable

  Closed NatalieGS 22 views 2 comments 0 points Most recent by DannyB August 19Troubleshooting
• 
  Reminders – New Icon on Reminders (edited)

  Answered ✓ Closed Dick_Davis 12 views 1 comment 0 points Most recent by Coach Natalie August 19Using the Dashboard
• 
  What is the ETA for FDP-103 with Axos Bank? (edited)

  Closed theprisoner 15 views 1 comment 0 points Most recent by Coach Natalie August 19Adding and Updating Accounts