Recent Discussions

Discussion List

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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 452 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 33 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 75 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 167 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution
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  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution
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  Kades Margolis

  Active Jason Csanyi 1 view 0 comments 1 point Started by Jason Csanyi November 2025 Report Missing Financial Institution
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  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 35 views 3 comments 0 points Most recent by Jenny T November 2025Report a Bug
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  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 121 views 13 comments 9 points Most recent by RobWilk November 2025Feature Requests
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 51 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 268 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 101 views 8 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Excluded transactions show up in a Watchlist

  Max1223 75 views 4 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  11000 error when adding New American Funding (edited)

  Westwise 134 views 13 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Idaho College Savings - error 170 (edited)

  Kchingon 172 views 20 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 140 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Link Reminders to manual transaction entries

  Closed mlemon 12 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 133 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 13 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 346 views 13 comments 16 points Most recent by ryanflemington November 2025Report Missing Financial Institution
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  CTFS - Canadian Tire Financial Services

  Active Alexmalta 1.2K views 24 comments 14 points Most recent by ryanflemington November 2025Report Missing Financial Institution
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  New Synchrony Login 11/3/2025

  Closed Antoun 38 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Credit Score: Wrong detail on Derogatory marks

  RobWilk 41 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 24 views 2 comments 6 points Most recent by PGLConsultant November 2025Feature Requests
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 11 views 0 comments 3 points Started by RobWilk November 2025 Feature Requests
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 33 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  New User

  Closed DaveVT 72 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Nested categories in Simplifi don't show up correctly in [planned spend]

  Closed jordanhb 52 views 9 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 205 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests