Recent Discussions

Discussion List

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  Incorrect $0 balance for PayPal

  Closed System 629 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Saved Reports in Simplifi?

  Closed Kevin237 85 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
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  Members Alliance FCUGA (apcu.com) "We are unable to connect at this time" message - FDP-103 (edited)

  Closed RobWilk 39 views 2 comments 0 points Most recent by RobWilk March 6Report a Bug
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 39 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  FDP-101 error with Optum HSA account

  Closed System 30 views 2 comments 0 points Most recent by Coach Jon March 5Adding and Updating Accounts
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 51 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  1

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  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 13 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
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  Web Release 6.9.0

  Closed Coach Natalie 284 views 0 comments 1 point Most recent by Coach Natalie March 5Updates From the Product Team
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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 197 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  3

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  Mobile App: Ability to scroll, zoom, and view multiple pages in attachments (edited)

  newuser482 33 views 1 comment 3 points Most recent by Coach Natalie March 5Feature Requests
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  2

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  Save last used sort for investments portfolio (edited)

  Active disc2120 11 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
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  Specialized Loan Servicing FDP-102 error (edited)

  Closed RScott 110 views 9 comments 0 points Most recent by Coach Natalie March 5Adding and Updating Accounts
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  4

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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 35 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  new investing action suggestions (edited)

  Closed Hornet439 23 views 2 comments 0 points Most recent by neon45 March 5Investments
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  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  Closed L McGregor 47 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting
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  2
  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed Closed simplify39393 161 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 26 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  7

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  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 26 views 0 comments 7 points Most recent by alkaboy March 4Feature Requests
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  ONGOING 3/4/26: HealthEquity Returning $0 Account Balance

  Coach Jon 1.1K views 5 comments 5 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  Vehicle value in Simplifi from KBB doesn't match KBB website

  Closed trewbux 40 views 3 comments 0 points Most recent by SRC54 March 4Adding and Updating Accounts
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  Pending and cleared transaction showing as duplicates in Spending Plan

  Closed RobI 168 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  Help! My monthly Planned Spend went haywire!

  Closed Christina 40 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  "Looking for something on Discover's site?" error when reconnecting Discover account (edited)

  Closed System 221 views 6 comments 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  scheduled transaction transfers not syncing

  Closed kigrgk 19 views 1 comment 0 points Most recent by Coach Natalie March 3Troubleshooting
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  Merged: Voya Error - "You have already added all your accounts at this bank."

  Closed samsonite 1 view 0 comments 0 points Most recent by samsonite March 3Adding and Updating Accounts
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  Customizable invoices and estimates

  Closed CSoehner 28 views 1 comment 0 points Most recent by Coach Natalie March 3Invoices, Estimates, & Sales Receipts
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed Closed amak 45 views 2 comments 3 points Most recent by Coach Natalie March 3Quicken Business & Personal Feature Requests
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  Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

  Closed Joelbryant1960 109 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts
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  Merged: Cashflow Enhancement

  Closed Dan83 1 view 0 comments 1 point Most recent by Dan83 March 3Feature Requests