Recent Discussions

Discussion List

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  Widget for specific category spending

  Closed setheps 42 views 3 comments 1 point Most recent by Coach Natalie March 18Feedback
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  Bug - transactionRules pasting payee name removes last word

  Closed Randy1234 61 views 7 comments 0 points Most recent by Coach Natalie March 18Report a Bug
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  Reports using Tags bug or unexpected behavior

  Closed Max1223 187 views 11 comments 0 points Most recent by Coach Natalie March 18Report a Bug
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  Human Interest FDP-105 issue

  Closed ZackLester 121 views 7 comments 4 points Most recent by bransena7 March 18Adding and Updating Accounts
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  Converted PDF to CSV and unable to import into Quicken Simplifi [Edited]

  Closed freyal12 111 views 15 comments 0 points Most recent by Coach Jon March 17Managing Your Transactions
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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  Closed System 56 views 6 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  HSA Bank - Still unable to add HSA Invest Account

  Closed System 228 views 13 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Credit Score is blank/Verification Link Failed error (edited)

  jd_22622 218 views 16 comments 0 points Most recent by Coach Jon March 17Troubleshooting
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  FirstBank of Colorado FDP-101 error (edited)

  Closed dugaldo 112 views 10 comments 0 points Most recent by Coach Natalie March 17Troubleshooting
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  Projected Cash Flow Graph Too Small Now

  Closed MishaM 36 views 2 comments 0 points Most recent by Coach Natalie March 17Feedback
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  Pending transactions are not downloading after Bank of America migration (edited)

  Closed System 652 views 40 comments 2 points Most recent by nicko March 17Adding and Updating Accounts
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  Transaction Detail view on Android phone doesn't quite fit on screen

  Closed DryHeat 104 views 11 comments 0 points Most recent by Coach Jon March 17Report a Bug
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  Specialized Loan Servicing (FDP-102)

  Closed Skillbent 17 views 1 comment 0 points Most recent by Coach Natalie March 17Adding and Updating Accounts
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  Transaction Rules for automatically deleting transactions (edited)

  Active RobWilk 54 views 7 comments 0 points Most recent by SRC54 March 17Feature Requests
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  Everbank - FDP-101 error

  Closed lencoh82 92 views 11 comments 0 points Most recent by lencoh82 March 16Adding and Updating Accounts
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Closed Thomas56 234 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
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  ONGOING 3/16/26: Rocket Mortgage (Mr. Cooper) - Loan Account Showing Paid Off / $0

  Coach Natalie 107 views 1 comment 0 points Most recent by Coach Jon March 16Current Online Banking Issues
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  "You have already added all your accounts" message with Manulife Bank of Canada (edited)

  Closed Marlun 121 views 6 comments 0 points Most recent by Marlun March 16Adding and Updating Accounts
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  Savings Goals: Last decimal place is truncated sometimes

  Closed ajbopp 69 views 4 comments 1 point Most recent by Coach Natalie March 16Report a Bug
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  Corebridge 401k through Alight (edited)

  Active MCQ 23 views 0 comments 2 points Started by MCQ March 16 Report Missing Financial Institution or Biller
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  American Express FDP-101 error (edited)

  Closed JKT 34 views 1 comment 0 points Most recent by SRC54 March 16Adding and Updating Accounts
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  Suggestions - collapsing categories, & narrow screen [Edited]

  Closed TanyaL 63 views 8 comments 1 point Most recent by SRC54 March 16Feedback
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  Corebridge Financial 401k with Alight

  Closed MCQ 23 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
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  Merged: 102 error with Stash (edited)

  Closed fguerrero 1 view 0 comments 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
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  Savings Goals won't recognize date

  Closed Aloveyu2 18 views 1 comment 0 points Most recent by Coach Kristina March 15Troubleshooting
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 11 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Stop disallowing screenshots on Pixel devices or other Android devices

  Active schwoeg1? 47 views 2 comments 0 points Most recent by DryHeat March 15Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 11 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Balances and transactions out of sync

  Closed ChrisWT314 56 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Is there a way to stay abreast of Simplifi improvements but screen out Quicken updates?

  Closed ChattMatt 93 views 8 comments 0 points Most recent by DryHeat March 15Feedback