Recent Discussions

Discussion List

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  Spending Plan should include existing account balances

  Closed Joe M 27 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  Merge the Spending Plan with the Bills & Income view (edited)

  Active Whreyel 58 views 2 comments 3 points Most recent by SRC54 January 4Feature Requests
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  Will the goal of Simplifi ever be to emulate the reporting capabilities of Quicken Deskttop?

  Answered ✓ Closed Giacomo 47 views 1 comment 0 points Most recent by SRC54 January 4Using Reports
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  Merged: Simplifi web Exports from Transactions DO NOT INCLUDE SPLIT Categories

  Closed pwhelan81 11 views 0 comments 1 point Most recent by Coach Kristina January 3Report a Bug
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  Spending Plan: Add hashmarks to the circle graph to show relative progress (edited)

  Active LDC 22 views 2 comments 4 points Most recent by Whreyel January 3Feature Requests
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  Who's MySimplifi? Are they related to you??

  Answered ✓ Closed kaltorak 26 views 1 comment 0 points Most recent by SRC54 January 3Feedback
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 107 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  More generic/top level Planned Spend (edited)

  Active Flaviking 15 views 0 comments 4 points Most recent by Flaviking January 3Feature Requests
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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 14 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  Merged: Mr. Cooper Mortgage (Formerly Nationstar) Connectivity Issues

  Closed Mortimer Duke 1 view 0 comments 0 points Most recent by Mortimer Duke January 2Adding and Updating Accounts
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  All Recurring Bills & Subscriptions, that are monthly are calculated by 13 months instead of 12.

  Closed Chris Carrick 87 views 10 comments 0 points Most recent by DryHeat January 2Bills and Income
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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 43 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to create Clients from the Create Project page (edited)

  Active Dick_Davis 14 views 0 comments 1 point Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  QBP: Ability to date Projects in the past (edited)

  Active Dick_Davis 3 views 0 comments 2 points Most recent by Dick_Davis January 2Quicken Business & Personal Feature Requests
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  Inaccurate Email Message

  Closed laurelmarie12 22 views 1 comment 1 point Most recent by Coach Natalie January 2Report a Bug
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  RBC Bank (USA) FDP-103 error (edited)

  Closed Whreyel 35 views 5 comments 0 points Most recent by Coach Natalie January 2Adding and Updating Accounts
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  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 281 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 1 view 0 comments 1 point Most recent by Coach Jon January 2Feedback
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  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 305 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 64 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution or Biller
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  Tags vs Notes

  Answered ✓ Closed MTav8biz 66 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
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  Show net worth change over time with graph

  Closed codyhaven 23 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
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  iOS Widget Shows Incorrect “Left to Spend”

  Closed peytont 27 views 1 comment 0 points Most recent by Coach Natalie January 2Troubleshooting
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  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 14 views 0 comments 4 points Most recent by EL1234 January 2Feature Requests
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  Issue with Refund Tracker on the mobile app (edited)

  Closed Flopbot 315 views 23 comments 0 points Most recent by Coach Natalie January 2Report a Bug
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  Spending Plan - Planned Spend Actual Spend Running Totals

  Closed erin922 43 views 1 comment 2 points Most recent by SRC54 January 1Feedback
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  How do you categorize Car lease payment

  Answered ✓ Closed anandsandy 43 views 1 comment 0 points Most recent by Coach Jon January 1Categories and Tags
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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 178 views 9 comments 21 points Most recent by zbsh December 2025Feature Requests
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  Nordstrom Card Not Connecting (care code: FDP-101)

  Closed bcsams424 50 views 1 comment 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Charles Schwab brokerage account no longer updating

  Closed RickS 287 views 19 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts