Recent Discussions

Discussion List

• 
  Simplify for a test drive?

  Answered ✓ Closed SteveE 53 views 4 comments 1 point Most recent by DannyB August 2025Feedback
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  Really Miss Mint !

  Closed MissMint 21 views 2 comments 1 point Most recent by DannyB August 2025Feedback
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  Freedom Mortgage (Freedom Wholesale Mortgage) 103 error

  Closed Dick_Davis 11 views 3 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Web Release 4.72.0

  Closed Coach Natalie 231 views 0 comments 1 point Started by Coach Natalie August 2025 Updates From the Product Team
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  Merged: Add CSV download from High Level Reporting Results

  Closed PWarrenB 1 view 0 comments 1 point Started by PWarrenB August 2025 Feature Requests
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  Mobile Release 5.37.0

  Closed Coach Natalie 161 views 0 comments 1 point Started by Coach Natalie August 2025 Updates From the Product Team
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  Ascensus FDP-103 error (edited)

  Closed pwhitt 122 views 4 comments 0 points Most recent by npcheshire August 2025Adding and Updating Accounts
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  Transactions in Future via Connected Account not Impacting Balance

  Closed HankBrekke 11 views 2 comments 0 points Most recent by Coach Natalie August 2025Troubleshooting
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  FDP-103 Error North Shore Bank

  Closed MelissaS 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Calculations aren't adding up

  Closed Zk80221 22 views 1 comment 0 points Most recent by Coach Natalie August 2025Using the Retirement Planner
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 62 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Ability to add a one time income or expense event to the retirement planner (edited)

  Active superalloy 11 views 0 comments 1 point Started by superalloy August 2025 Feature Requests
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  Invalid past due notifications

  Closed Julia58 21 views 4 comments 0 points Most recent by DannyB August 2025Feedback
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  Duplicate transactions for every Morgan Stanley checking activity

  Closed mketner 11 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Watchlists that can handle income rather than expenses

  Active bleen 121 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
• 
  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 12 views 1 comment 0 points Most recent by SRC54 August 2025Investments
• 
  Banco Popular Puerto Rico FDP-103 error (edited)

  Closed Alfred James 404 views 33 comments 2 points Most recent by cvh1921 August 2025Adding and Updating Accounts
• 
  Broken Web Pop-up: Install Quicken Simplifi App

  Closed brithonew 11 views 1 comment 0 points Most recent by Coach Kristina August 2025Report a Bug
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  Merged: Unknown Goals

  Closed imigg 1 view 0 comments 0 points Started by imigg August 2025 Report a Bug
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  Planned Spend not linking to all transactions. (edited)

  Closed johnnydr4 71 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
• 
  Coinbase account does not show balances and stocks correctly (edited)

  Closed dtorg1955 61 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
• 
  Please Bring RSU Tracking to Quicken for Mac

  Closed Nikonulous 11 views 1 comment 1 point Most recent by Coach Kristina August 2025Feedback
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  Merged: Enhancement Request to Planned Spend: Overspent & Overall

  Closed jerryvetter 1 view 0 comments 0 points Started by jerryvetter August 2025 Using the Spending Plan
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  Remember category corrections

  Closed Julia58 12 views 2 comments 0 points Most recent by DryHeat August 2025Managing Your Transactions
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  Why are my Credit Card Payments Added to my Projected Cash Flow?

  Closed The Merg 102 views 5 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  Unable to access Quicken Simplifi

  Closed shameed 71 views 5 comments 0 points Most recent by RobWilk August 2025Troubleshooting
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  My bank, Desjardins, doesn’t allow a constant real-time connection

  Closed LaVraieNinie 31 views 2 comments 0 points Most recent by DryHeat August 2025Adding and Updating Accounts
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 131 views 9 comments 0 points Most recent by bellassaije August 2025Troubleshooting
• 
  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 31 views 1 comment 0 points Most recent by SRC54 August 2025Bills and Income