Recent Discussions

Discussion List

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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 14 views 3 comments 0 points Most recent by Coach Kristina June 21Adding and Updating Accounts
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  Help to choose the right program

  Closed oldpro 12 views 1 comment 1 point Most recent by Coach Kristina June 21Introduce yourself!
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 11 views 0 comments 4 points Started by phixed June 21 Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 21 Feature Requests
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 53 views 9 comments 0 points Most recent by SRC54 June 21Using the Spending Plan
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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 183 views 17 comments 21 points Most recent by DannyB June 21Feature Requests
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 20 Feature Requests
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 100 views 5 comments 8 points Most recent by AJsAway June 20Feature Requests
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  CFCU Community Credit Union (edited)

  Closed TD Allen 3 views 1 comment 1 point Most recent by Coach Natalie June 20Adding and Updating Accounts
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  Portfolio / Update Just says "Connecting" and is stuck

  Closed CitrusGal 4 views 1 comment 0 points Most recent by Coach Natalie June 20Troubleshooting
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  Vanguard Connection problem - FDP-390 error (edited)

  Closed Taylor S 198 views 14 comments 0 points Most recent by dbert721 June 20Adding and Updating Accounts
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  Unable to connect to AXOS (edited)

  Closed Motherof7 17 views 1 comment 0 points Most recent by Coach Natalie June 20Adding and Updating Accounts
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  Savings Goals are incorrect if you withdraw

  Closed Greg-n-Texas 64 views 7 comments 0 points Most recent by Flopbot June 20Using Savings Goals
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  How much time do you Simplifi weekly?

  Closed Flopbot 45 views 6 comments 1 point Most recent by DannyB June 19How do you Quicken Simplifi?
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  Merrill Lynch LMA loan account downloads as a positive number (edited)

  Closed Greg-n-Texas 11 views 2 comments 0 points Most recent by Greg-n-Texas June 19Adding and Updating Accounts
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  Quicken says the email "Was sent Successfully" but the recipient never received their copy, why?

  Closed Katedurand 2 views 1 comment 0 points Most recent by Coach Natalie June 19Troubleshooting
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 41 views 1 comment 0 points Most recent by Coach Natalie June 19Feedback
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  Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

  Closed JeffCB 13 views 1 comment 0 points Most recent by Coach Jon June 19Managing Your Transactions
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 12 views 1 comment 4 points Most recent by DryHeat June 19Feature Requests
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  [ONGOING] 06/05/25: Citizens One Home Loan - Showing positive balance instead of a negative balance

  Coach Jon 50 views 1 comment 0 points Most recent by Coach Jon June 19Current Online Banking Issues
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 23 views 4 comments 0 points Most recent by Dick_Davis June 19Feature Requests
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  One step update not working even though it says it updated

  Closed Edie 15 views 1 comment 0 points Most recent by Coach Natalie June 19Troubleshooting
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 58 views 2 comments 0 points Most recent by Dick_Davis June 19Managing Your Transactions
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  Is there a problem with Acorns syncing?

  Closed B_H 126 views 7 comments 0 points Most recent by Coach Jon June 18Adding and Updating Accounts
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  'Release Available for Spending' option resets one of Planned Spending to 0

  Closed lsgc123 35 views 6 comments 0 points Most recent by lsgc123 June 18Troubleshooting
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  EWC+...Failed again

  Closed denmarfl 4 views 1 comment 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 33 views 3 comments 10 points Most recent by jflores11 June 18Feature Requests
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 18Troubleshooting
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 18Feature Requests
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  Can't add TIAA account, FDP-102

  Closed scollard2001 259 views 36 comments 0 points Most recent by Coach Jon June 18Adding and Updating Accounts