Recent Discussions

Discussion List

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  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  Closed RobI 84 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Active Chris Davis 40 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Remove old accounts from view

  Closed djswizzz 27 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  Closed bling 184 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 21 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  Ability to sort and group the Saved Reports list (edited)

  Active Steve M 38 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 179 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 46 views 3 comments 9 points Most recent by sea_compgeek May 17Feature Requests
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  Posting a transaction to a future date = no transaction

  Closed Jim Nissen 135 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
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  Printing Reports - Not Good

  Closed tannebil 104 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
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  Collapse All Months in Transaction table? (edited)

  Closed spamwich 78 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 71 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  Printing "Categories and Sub-Categories" from Settings (edited)

  Closed HeyHeyHoHo 122 views 3 comments 0 points Most recent by HeyHeyHoHo May 16Feedback
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 161 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Unable to change the category on a linked refund (edited)

  Closed cloudquick 457 views 26 comments 0 points Most recent by Coach Jon May 15General Troubleshooting
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 52 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Credit Card Interest Details

  Closed SRC54 49 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 831 views 4 comments 5 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 1 view 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
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  National Grid Bill Connect amount not updated in Simplifi (edited)

  Closed MishaM 29 views 1 comment 0 points Most recent by Coach Jon May 15Report a Bug
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  Linking multiple Chase logins (edited)

  Closed JP Mich 53 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts
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  Merged: Tsp connection issue

  Closed kingcon1 1 view 0 comments 0 points Started by kingcon1 May 15 Adding and Updating Accounts
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  Switching reports does not render the charts (edited)

  Closed ewd_20834756 16 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
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  1
  Add Coinbase One Card (Credit Card)

  Completed odrocs 358 views 13 comments 1 point Most recent by odrocs May 15Report Missing Financial Institution or Biller
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 331 views 16 comments 0 points Most recent by DryHeat May 14Feedback
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  Web Release 6.19.0

  Closed Coach Natalie 103 views 0 comments 1 point Started by Coach Natalie May 14 Updates From the Product Team
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  Feedback on Dashboard > Investments plus differences between web and app version

  Closed kdwilson 53 views 1 comment 0 points Most recent by Coach Jon May 14Feedback
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  Draft invoices being converted to sent

  Closed sidewalkboots 37 views 3 comments 0 points Most recent by Coach Jon May 14Invoices, Estimates, & Sales Receipts
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  Missing CD accounts with ETrade

  Closed kimjady 89 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 42 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback