Recent Discussions

Discussion List

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  How do I use Simplifi

  Closed NoraBelle 72 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Business Reports
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 55 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  2

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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 11 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 126 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 18 views 0 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Totally confused with the name

  Closed Norm6257 55 views 2 comments 0 points Most recent by SRC54 December 2025Quicken Business & Personal Feedback
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  Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

  Closed jskup 44 views 4 comments 0 points Most recent by jskup December 2025Adding and Updating Accounts
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  22

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  Track Interest Rates for Accounts (edited)

  Active Chauncey 417 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  25

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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 431 views 7 comments 25 points Most recent by DryHeat December 2025Feature Requests
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  Can I separate my Simplifi and Quicken into two different accounts?

  Answered ✓ Closed turtle 95 views 2 comments 0 points Most recent by turtle December 2025Troubleshooting
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  Simplifi Business & Personal Information

  Closed Dick_Davis 41 views 2 comments 1 point Most recent by Dick_Davis December 2025Getting Started
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 179 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 63 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 125 views 6 comments 9 points Most recent by SRC54 December 2025Feature Requests
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  Bill Connect: Costco Not Connecting

  Closed TiggerTrainer 154 views 18 comments 0 points Most recent by Coach Jon December 2025Bills and Income
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  62

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 578 views 20 comments 62 points Most recent by patate1684 December 2025Feature Requests
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  3

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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 34 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  12

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 255 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
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  Projected Spending Logic in Watchlists (edited)

  Closed jwphillips 42 views 3 comments 0 points Most recent by SRC54 December 2025Using Watchlists
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  Check # field is missing on the mobile app

  Closed System 149 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 42 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  CIT Bank N.A request-body-field error

  Closed Marquette42 158 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 21 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Add State Nebraska Bank and Trust

  Closed Krick 24 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 1 view 0 comments 0 points Most recent by Iva December 2025Feedback
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  2
  Flourish

  Completed Closed Duke0486 43 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 55 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Investment Transaction Duplications (edited)

  Closed neon45 1.4K views 117 comments 0 points Most recent by neon45 December 2025Investments