Recent Discussions

Discussion List

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  Spending Plan - How to include checking account balance?

  Closed djp2025 54 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 11 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 105 views 3 comments 6 points Most recent by bsmorovitz February 3Feature Requests
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  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 64 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 101 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 18 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 24 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 12 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  EQ Bank Error FDP-106

  Closed donnajean 190 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Auto txn based alert

  Closed jayyan 43 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback
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  Verizon Wireless - "Activation is rejected by Biller." (edited)

  Closed lynchbro 205 views 11 comments 1 point Most recent by Coach Natalie February 2Bills and Income
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  Accounts Info Download option

  Closed bkbryce 59 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.5K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
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  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 71 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
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  Merged: Show Account in all sections of Spending Plan

  Closed jaywgraham 11 views 0 comments 2 points Most recent by jaywgraham February 1Feature Requests
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  Migrating from Simplifi to Personal & Business

  Closed Mortimer Duke 114 views 4 comments 1 point Most recent by DryHeat February 1Quicken Business & Personal Feedback
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  All asset accounts still show $0 (edited)

  Closed Jason Lloyd 33 views 1 comment 0 points Most recent by Coach Kristina February 1Feedback
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  Add a configurable date range for matching recurring bills in Simplifi

  Closed gavalos8 12 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income
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  Can I assign a previous Invoice to a Client Project?

  Answered ✓ Closed Mortimer Duke 21 views 1 comment 0 points Most recent by Coach Kristina February 1Invoices, Estimates, & Sales Receipts
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  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 36 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
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  Sallie Mae FDP-155 (edited)

  Closed B Frazier 180 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  EmpowerMyRetirement disconnected? (FDP-6000 error)

  Closed Amethyst64 38 views 1 comment 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts
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  Merged: Simplifi New Net Worth View

  Closed Ellisd62 1 view 0 comments 0 points Most recent by Ellisd62 February 1Business Reports
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  Varo Banking

  In Review bcolvin770 589 views 21 comments 19 points Most recent by aj6 February 1Report Missing Financial Institution or Biller
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  Re-sync option added for Manual Accounts in 6.4.0

  Closed SRC54 11 views 1 comment 1 point Most recent by EL1234 February 1Feedback
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  Safe to delete empty institutions or not?

  Answered ✓ Closed jj 51 views 4 comments 0 points Most recent by SRC54 February 1Troubleshooting
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  Merged: Accounts needs attention - please provide option to turn it off

  Closed FutureEye 21 views 0 comments 0 points Most recent by FutureEye February 1Troubleshooting
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  Taxable IRA Withdrawal On Which Side?

  Closed Diver4242 22 views 2 comments 0 points Most recent by DryHeat January 31Bills and Income
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  Change community username

  Closed br34d 31 views 3 comments 0 points Most recent by Coach Kristina January 31Using the Community