Recent Discussions

Discussion List

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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 11 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 80 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 152 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 214 views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal
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  Pioneer Valley Credit Union

  Active WPrecanico 12 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution
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  Merged: Planned Spend Calculation

  Closed ednahatcher 1 view 0 comments 1 point Started by ednahatcher September 2025 Feature Requests
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  Merged: Show "remaining amount due" in Spending Plan and Bills & Income

  Closed amacondray 1 view 0 comments 1 point Started by amacondray September 2025 Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.5K views 57 comments 83 points Most recent by amacondray September 2025Feature Requests
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 32 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Auto Light / Dark Mode

  Closed tmslayton 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.5K views 71 comments 1 point Most recent by Coach Natalie September 2025Report a Bug
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  Ability to Hide Accounts

  Closed Simplify Master 27 views 1 comment 2 points Most recent by SRC54 September 2025Feedback
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  Merged: SallieMae

  Closed Benny 1 view 0 comments 0 points Started by Benny September 2025 Adding and Updating Accounts
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  Merged: Can I mark a closed account as manual and link it to a live account?

  Closed Matt Anfang 1 view 0 comments 1 point Started by Matt Anfang September 2025 Feature Requests
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 192 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 107 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Transaction activity headers missing on mobile (edited)

  Closed TommyS 31 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting
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  QBP: Include Project Name in Estimates (edited)

  cloudquick 6 views 1 comment 1 point Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Merged: FDP-103 with Human Interest

  Closed System 1 view 0 comments 0 points Most recent by mf1192 September 2025Adding and Updating Accounts
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  Merged: FDP-103 for Human Interest 401k - Still Not Resolved

  Closed danz740 1 view 0 comments 0 points Started by danz740 September 2025 Adding and Updating Accounts
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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 1.8K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How long can a Pending Transaction Remain in this State (4.76.0)

  Closed Dick_Davis 24 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 37 views 6 comments 0 points Most recent by Dick_Davis September 2025Quicken Business & Personal Feedback
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  Merged: “Unspent” Planned Spending

  Closed scottishbaribone 1 view 0 comments 1 point Started by scottishbaribone September 2025 Feature Requests
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 545 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 23 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 60 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
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  Thrivent financial MFA issue

  Closed mglam2304 24 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts