Recent Discussions

Discussion List

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  Issue Importing CSV into Checking Account

  Closed Gotay 38 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Combine Reports and the Transactions table

  Active AZSharps 41 views 3 comments 6 points Most recent by Coach Natalie September 2025Feature Requests
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  Merged: Treat Vanguard Cash Plus accounts as Banking/Checking

  Closed LiveMusicMike 1 view 0 comments 1 point Started by LiveMusicMike September 2025 Feature Requests
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  11

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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 56 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Why is the transaction categorization so... bad?

  Closed Dognose 84 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  FDP-401 connecting to Amex

  Closed davidcwalls 142 views 4 comments 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 54 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Unable to add my Stash account (102 error)

  Closed jgcandle 34 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  25

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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 210 views 8 comments 25 points Most recent by Thursday September 2025Feature Requests
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  Transactions pending from Chase for over a week

  Closed Oogway 63 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 34 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 14 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 22 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 22 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 15 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Merged: Monthly budget tracker

  Closed Dafelhandler 1 view 0 comments 1 point Started by Dafelhandler September 2025 Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 1 view 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 195 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  20

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  Add Notes to Planned Spending Items (edited)

  Active nicko 175 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 23 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 55 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions
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  WaFd consumer account

  Active JayGee 61 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution
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  Payee - Can’t Find to Correct (edited)

  Closed Dick_Davis 32 views 5 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Web Releases 4.75.0 & 4.75.1

  Closed Coach Natalie 242 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Mobile Releases 5.39.0 - 5.39.2

  Closed Coach Natalie 183 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Spending Plan Redesign: Share your feedback here!

  Closed Coach Natalie 2.2K views 190 comments -1 point Most recent by Coach Natalie September 2025Feedback
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 264 views 24 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How to restore default categories

  Answered ✓ Closed SV97 42 views 1 comment 0 points Most recent by Coach Natalie September 2025Categories and Tags
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  notification/alert for finance charges?

  Closed Mook Mook 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Savings accounts show up, but can't connect CD accounts (M&T Bank)

  Closed System 33 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts