Recent Discussions

Discussion List

• 
  Wells Fargo FDP-1022 (Simplifi Version 4.67.0)

  Closed Dick_Davis 56 views 3 comments 0 points Most recent by Dick_Davis July 19Adding and Updating Accounts
• 
  Merged: Unable to access Early Access Income/Expense report

  Closed System 1 view 0 comments 0 points Most recent by Coach Kristina July 19Feedback
• 
  Coinbase Portfolio Values Are Wrong

  Closed whyme 47 views 2 comments 0 points Most recent by whyme July 19Adding and Updating Accounts
• 
  Getting Started

  Closed Doris 23 views 2 comments 0 points Most recent by Coach Kristina July 19Quicken Business & Personal Feedback
• 
  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 771 views 13 comments 13 points Most recent by Tg2301 July 19Feature Requests
• 
  Indiana College Choice Direct Returning 106 error (edited)

  Closed Mike T 86 views 12 comments 0 points Most recent by Coach Jon July 18Adding and Updating Accounts
• 
  Reports by Category totaling with transaction amount not category amount?

  Closed Tom G 16 views 1 comment 0 points Most recent by Coach Jon July 18Using Reports
• 
  Merged: FDP-106 error with College Choice Invest

  Closed System 1 view 0 comments 0 points Most recent by Coach Natalie July 18Adding and Updating Accounts
• 
  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 34 views 7 comments 0 points Most recent by rjg5060 July 18Report a Bug
• 
  Alpine bank integration broken

  Closed GrantCheese 2 views 1 comment 0 points Most recent by Coach Jon July 18Adding and Updating Accounts
• 
  Merged: FDP-102 with Prudential

  Closed System 1 view 0 comments 0 points Most recent by Coach Jon July 18Adding and Updating Accounts
• 
  Workaround for Printing Reports

  Closed Dmenk60 24 views 1 comment 0 points Most recent by Coach Jon July 18Using Reports
• 
  "Service is currently unavailable" icon next to accounts (edited)

  Closed PhilS 219 views 15 comments 3 points Most recent by Coach Jon July 18Adding and Updating Accounts
• 
  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 74 views 14 comments 0 points Most recent by SRC54 July 18Adding and Updating Accounts
• 
  Transaction Download - Transaction Detail Not Descriptive Enough

  Answered ✓ Closed Spoopie 100 views 6 comments 1 point Most recent by Coach Natalie July 18Managing Your Transactions
• 
  Merged: Not connecting to Truist bank

  Closed Laventari 11 views 0 comments 0 points Started by Laventari July 18 Adding and Updating Accounts
• 
  1

  Up Down
  Ability to have the 'Manage Updates' feature reset every night at midnight (edited)

  Matt Z 23 views 5 comments 1 point Most recent by SRC54 July 18Feature Requests
• 
  Merged: Robinhood Brokerage Breadown

  Closed rmquick25 1 view 0 comments 0 points Started by rmquick25 July 18 Adding and Updating Accounts
• 
  When you know you are wealthy

  Closed SRC54 51 views 5 comments 1 point Most recent by RobWilk July 18The Water Cooler
• 
  TD Bank connection issue

  Closed bhumph 55 views 1 comment 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
• 
  Manulife One - "We are unable to connect to Manulife Bank of Canada at this time" FDP-187 (edited)

  Closed Chuck Van Kempen 25 views 5 comments 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
• 
  Subtotal dollar amount when using the filter option under Transactions

  Closed GB4 11 views 1 comment 1 point Most recent by Coach Jon July 17Managing Your Transactions
• 
  Recurring Charge on 30th - Doesn't Appear in February

  Closed stacyvance 22 views 2 comments 0 points Most recent by stacyvance July 17Troubleshooting
• 
  Merged: For split transactions, pick which ones show up in spending plan

  Closed Matt Z 1 view 0 comments 1 point Started by Matt Z July 17 Feature Requests
• 
  Unable to sync - LPL Care Code: QCS-0429-2

  Closed JTaylorIV 50 views 4 comments 0 points Most recent by JTaylorIV July 17Adding and Updating Accounts
• 
  Watchlist "This Month - Spent so far" amount should include only actual spending [EDITED]

  Closed DryHeat 65 views 8 comments 0 points Most recent by DryHeat July 17Report a Bug
• 
  Unable to login to Prudential via LPL financial

  Closed stawfik 45 views 3 comments 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
• 
  Recent Spending includes Income categories

  simpli_struggle 196 views 29 comments 0 points Most recent by Coach Natalie July 17Report a Bug
• 
  Change Profile Username

  Closed Spoopie 14 views 1 comment 0 points Most recent by Coach Natalie July 17Using the Community
• 
  Merged: Follow-Up: "Mobile Receipt Scanning/Upload"

  Closed aastol 1 view 0 comments 0 points Started by aastol July 17 Feedback