Recent Discussions

Discussion List

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  Merged: FDP-103 with Human Interest

  Closed System 1 view 0 comments 0 points Most recent by mf1192 September 2025Adding and Updating Accounts
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  Merged: FDP-103 for Human Interest 401k - Still Not Resolved

  Closed danz740 1 view 0 comments 0 points Started by danz740 September 2025 Adding and Updating Accounts
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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 1.7K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How long can a Pending Transaction Remain in this State (4.76.0)

  Closed Dick_Davis 24 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 33 views 6 comments 0 points Most recent by Dick_Davis September 2025Quicken Business & Personal Feedback
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  Merged: “Unspent” Planned Spending

  Closed scottishbaribone 1 view 0 comments 1 point Started by scottishbaribone September 2025 Feature Requests
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 542 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
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  8

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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 271 views 19 comments 8 points Most recent by Dick_Davis September 2025Feature Requests
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 23 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 46 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
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  Thrivent financial MFA issue

  Closed mglam2304 29 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Issue Importing CSV into Checking Account

  Closed Gotay 22 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Combine Reports and the Transactions table

  Active AZSharps 46 views 3 comments 6 points Most recent by Coach Natalie September 2025Feature Requests
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  Merged: Treat Vanguard Cash Plus accounts as Banking/Checking

  Closed LiveMusicMike 1 view 0 comments 1 point Started by LiveMusicMike September 2025 Feature Requests
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 50 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Why is the transaction categorization so... bad?

  Closed Dognose 65 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  FDP-401 connecting to Amex

  Closed davidcwalls 147 views 4 comments 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 55 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Unable to add my Stash account (102 error)

  Closed jgcandle 33 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 201 views 8 comments 24 points Most recent by Thursday September 2025Feature Requests
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  Transactions pending from Chase for over a week

  Closed Oogway 58 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 29 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 18 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 20 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 23 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 11 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Merged: Monthly budget tracker

  Closed Dafelhandler 1 view 0 comments 1 point Started by Dafelhandler September 2025 Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 197 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Kraken not tracking stocks holding correctly

  Closed tjipz 29 views 0 comments 0 points Started by tjipz September 2025 Adding and Updating Accounts