Recent Discussions

Discussion List

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  Apple Card, Apple Cash, and Apple Wallet Sync with Quicken Simplifi after switching phones (edited)

  Lalo M 61 views 2 comments 0 points Most recent by Lalo M July 1Feedback
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  Features in Q Classic Simplifi Needs (edited)

  Qsince92 43 views 1 comment 0 points Most recent by Coach Jon July 1Feedback
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  Merged: Be able to Connect to Walmart's OnePay Card by Synchrony bank

  Closed Moralessalsidoj 5 views 0 comments 1 point Started by Moralessalsidoj July 1 Report Missing Financial Institution or Biller
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  Merged: Add Sankey Charts

  Closed Moralessalsidoj 7 views 0 comments 1 point Started by Moralessalsidoj July 1 Feature Requests
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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 1.3K views 26 comments 76 points Most recent by Moralessalsidoj July 1Feature Requests
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  QBP: Tie Category tax groups to Business tax groups for the Taxes report (edited)

  Active Moralessalsidoj 24 views 0 comments 1 point Started by Moralessalsidoj July 1 Quicken Business & Personal Feature Requests
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  Mobile Release 6.26.0

  Closed Coach Natalie 171 views 0 comments 0 points Started by Coach Natalie July 1 Updates From the Product Team
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  Unable to connect to Alerus (FDP-106)

  rcortez 109 views 9 comments 0 points Most recent by Coach Jon July 1Adding and Updating Accounts
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ msp04977 35 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Recent Spending includes Income categories

  simpli_struggle 383 views 38 comments 0 points Most recent by SRC54 July 1Report a Bug
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  kdwilson 29 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Reports are not saving table column customizations (edited)

  cyberstackn 72 views 2 comments 2 points Most recent by cyberstackn July 1Troubleshooting
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  Investments dashboard card not matching between web and mobile (edited)

  kdwilson 42 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting
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  Merged: New Idea: Investment time range match between web and app version

  Closed kdwilson 3 views 0 comments 0 points Started by kdwilson July 1 Feedback
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  Ability to delete a transaction with one click (edited)

  Active raffi 112 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
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  Option to "Move to Monday" when setting up Recurring Transactions

  Active Nabeelb227 48 views 1 comment 4 points Most recent by Coach Natalie July 1Feature Requests
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  Merged: Filter Cancellation on transaction screen

  Closed Simpli_User_101 9 views 0 comments 0 points Started by Simpli_User_101 July 1 Feedback
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  Merged: Compacted Search Bar

  Closed Simpli_User_101 13 views 0 comments 0 points Started by Simpli_User_101 July 1 Troubleshooting
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  Merged: Add/ Fix Investor360 link

  Closed CashMeOutside 7 views 0 comments 1 point Started by CashMeOutside July 1 Report Missing Financial Institution or Biller
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  Add support for Investor360

  Active Ken M 1.1K views 39 comments 13 points Most recent by CashMeOutside July 1Report Missing Financial Institution or Biller
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  Dismissing reminders should only dismiss that single reminder instance (edited)

  Active RobWilk 108 views 8 comments 11 points Most recent by Big Grumpy June 30Feature Requests
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  Merged: Unable to connect to Raymond James due to MFA issue (edited)

  Closed dtorg1955 82 views 0 comments 1 point Most recent by Coach Jon June 30Adding and Updating Accounts
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  Same amount split transfers don't link to separate transactions in receiving account (edited)

  Big Grumpy 202 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 4 views 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Flopbot 174 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
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  Net worth chart does not reflect opening balance - how to resolve? (edited)

  Answered ✓ phaworth 206 views 22 comments 0 points Most recent by phaworth June 30Using the Net Worth Feature
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  Categorize receipts with AI and auto split transaction

  dtorg1955 52 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  When I click on the bell to retrieve a message to me, I get a permission problem error (edited)

  neon45 67 views 4 comments 0 points Most recent by neon45 June 29Using the Community
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  FDP-103 error accessing Path2college account on Simplifi (edited)

  barthslb2 94 views 10 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Robinhood Transaction Wrong Sign

  roshankarim 51 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts