Recent Discussions

Discussion List

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  Simplifi: Multiple Spaces with Same ID/Email Address

  Closed AlbFer 74 views 6 comments 0 points Most recent by DannyB August 2024Getting Started
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  Merged: Improve CSV import/export

  KB2014 3 views 0 comments 1 point Started by KB2014 August 2024 Feature Requests
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  Ability to re-import exported CSV files (edited)

  Active nothin7 72 views 1 comment 7 points Most recent by KB2014 August 2024Feature Requests
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  Spending Plan: month to month confusion

  Answered ✓ Closed jonandkiley 52 views 3 comments 0 points Most recent by jonandkiley August 2024Troubleshooting
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  Include checking account balance in Spending Plan (3 Merged Votes)

  Active HQ2 379 views 13 comments 44 points Most recent by jonandkiley August 2024Feature Requests
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  Enred Commuter Benefits FDP-106 error (edited)

  Closed Elvin 28 views 7 comments 0 points Most recent by Elvin August 2024Adding and Updating Accounts
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  Credit Card Reporting Balance Incorrectly

  Closed jflores11 35 views 4 comments 0 points Most recent by jflores11 August 2024Report a Bug
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  Getting FDP-106 error when trying to add my UBS OneSource ACN account

  Closed rlevine122 54 views 5 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  New Feature Alert: Apple Wallet Integration!

  Closed Coach Natalie 1.9K views 1 comment 3 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  Contribute to Savings Goal from Income

  Closed jtb36 48 views 1 comment 0 points Most recent by DannyB August 2024Using Savings Goals
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  Check # Field: Share your feedback here!

  Closed Coach Natalie 129 views 13 comments 1 point Most recent by Coach Natalie August 2024Feedback
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  Amount Matching for Recurring Transactions: Share your feedback here!

  Closed Coach Natalie 111 views 5 comments 0 points Most recent by Coach Natalie August 2024Feedback
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  Can't connect to Axos Bank - FDP 103 (edited)

  Closed budimbudim 295 views 8 comments 0 points Most recent by Kenar August 2024Adding and Updating Accounts
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  Useless Community

  Closed hlcriswell84 52 views 3 comments -2 points Most recent by hlcriswell84 August 2024Feedback
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  Manual account balance is incorrect (edited)

  Closed Morey Chang 406 views 36 comments 0 points Most recent by Coach Natalie August 2024Troubleshooting
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  watchlist question

  Closed cjsalzano 22 views 2 comments 0 points Most recent by DannyB August 2024Using Watchlists
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  Mobile phone widget for Watchlists (edited)

  In Review setheps 16 views 0 comments 2 points Started by setheps August 2024 Feature Requests
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  When bulk editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Active lovetobudget 138 views 5 comments 16 points Most recent by D700 August 2024Feature Requests
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  how do you close/delete your quicken account

  Answered ✓ Closed Harrysh 59 views 1 comment 0 points Most recent by DannyB August 2024Getting Started
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  Record Monthly Surplus

  Closed SRC54 72 views 6 comments 5 points Most recent by DannyB August 2024Share your Success!
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  mortgagequestions.com [PHH Mortgage]

  Closed drknowitall 132 views 1 comment 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts
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  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 35 views 1 comment 0 points Most recent by Coach Kristina August 2024Managing Your Transactions
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  Display Category & Subcategory in Planned Spending view on the iOS app

  Closed System 22 views 2 comments 0 points Most recent by Coach Kristina August 2024Feedback
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  Is connecting to Interactive Brokers no longer supported?

  Closed jjl 193 views 8 comments 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts
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  Add Running Balance (edited)

  Closed jlocke0105 49 views 3 comments 0 points Most recent by Coach Kristina August 2024Feedback
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  Allow attaching files from “files” app and allow sharing

  Closed simplira 22 views 1 comment 1 point Most recent by Coach Kristina August 2024Feedback
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  Fidelity HSA account no longer added to Simplifi

  Closed rjg5060 646 views 13 comments 1 point Most recent by nrp06 August 2024Adding and Updating Accounts
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 391 views 23 comments 75 points Most recent by donnajean August 2024Feature Requests
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  Planned Spending: Ability to move overspent categories to the top of the list (edited)

  Active tazelahy 12 views 0 comments 1 point Started by tazelahy August 2024 Feature Requests
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  Transamerica Retirement

  Active brittny 517 views 9 comments 12 points Most recent by jneebz August 2024Report Missing Financial Institution