Recent Discussions

Discussion List

• 
  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 104 views 1 comment 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
• 
  Transaction export

  Closed IHasAQuestion 32 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  The Community Meetup - December 2025 Edition

  Announcement Coach Natalie 788 views 3 comments 1 point Most recent by Flopbot December 2025The Community Meetup Newsletter
• 
  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Most recent by mdleighty December 2025Using Reports
• 
  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 79 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
• 
  Confused by Credit Cards in Projected Cash Flow (edited)

  Closed Dave Oz 70 views 3 comments 0 points Most recent by DryHeat December 2025Projected Cash Flow
• 
  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 133 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
• 
  1

  Up Down
  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 38 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
• 
  Merged: Track Precious Metals Value in Portfolio

  Closed sanjayvr 1 view 0 comments 1 point Most recent by sanjayvr December 2025Feature Requests
• 
  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Closed Oogway 43 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
• 
  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Closed Asher 59 views 3 comments 1 point Most recent by Coach Jon December 2025Invoices, Estimates, & Sales Receipts
• 
  Watchlist amounts are incorrect (edited)

  Closed sidewalkboots 196 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 16 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  4

  Up Down
  QBP: Ability to have $0 Items in Invoices (edited)

  Active Asher 17 views 0 comments 4 points Most recent by Asher December 2025Quicken Business & Personal Feature Requests
• 
  American Century Accounts Already Added

  Closed vollmas 135 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 33 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  4

  Up Down
  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 33 views 0 comments 4 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
• 
  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 462 views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Running Balance Column in Account Registers

  Closed Ames.Vannah 83 views 5 comments 2 points Most recent by SRC54 December 2025Feedback
• 
  Robinhood - Savings accounts don't show up (edited)

  simplira 228 views 17 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 67 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  12

  Up Down
  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 70 views 3 comments 12 points Most recent by EL1234 December 2025Feature Requests
• 
  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 156 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
• 
  10

  Up Down
  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 118 views 6 comments 10 points Most recent by penalty3fiber December 2025Feature Requests
• 
  Projected Cash Flow Does Not Account for Pending Transactions

  Closed Ames.Vannah 82 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
• 
  5

  Up Down
  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 89 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Better Connection Stability

  Completed Closed HSC 286 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  T Rowe Price (FDP-105)

  Closed lwyman 32 views 3 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 36 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
• 
  115

  Up Down
  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 875 views 36 comments 115 points Most recent by SRC54 December 2025Feature Requests