Recent Discussions

Discussion List

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  27
  Freedom Mortage

  Completed Closed WVMtnYeti 1K views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  Merged: Accrual‑Style Amortization for Non‑Monthly Bills in the Spending Plan

  Closed Budgeting101 1 view 0 comments 1 point Most recent by Budgeting101 January 7Feature Requests
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  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  Closed SRC54 22 views 0 comments 2 points Most recent by SRC54 January 7The Water Cooler
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  New to Simplifi

  Closed TarantulaTim 54 views 2 comments 1 point Most recent by SRC54 January 7Introduce yourself!
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  Record Savings for 2025

  Closed SRC54 22 views 0 comments 3 points Most recent by SRC54 January 7Share your Success!
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  Merged: Ability to see [planned spend] in cash flow

  Closed kinz 1 view 0 comments 1 point Most recent by kinz January 7Quicken Business & Personal Feature Requests
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  Merged: Alerus doesn’t connect, FDP-103 - Was Marked as Resolved. Not fixed.

  Closed Rwatkin1 1 view 0 comments 0 points Most recent by Rwatkin1 January 7Adding and Updating Accounts
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  Is There a Subcategory Breakdown in Reports? (edited)

  Answered ✓ Closed DK777 30 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
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  California State Teachers' Retirement System (CalSTRS) connection broken - FDP-103 (edited)

  Closed bcrossman 136 views 1 comment 0 points Most recent by Coach Natalie January 7Adding and Updating Accounts
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  4

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  Spending Plan available spending per week (edited)

  Active joroad 31 views 5 comments 4 points Most recent by Coach Natalie January 7Feature Requests
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  3

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  Spending Plan Dashboard Widget - please show income & spending

  Active the_scottster 43 views 1 comment 3 points Most recent by Coach Natalie January 7Feature Requests
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  Unable to Log In

  Closed SCT41 14 views 1 comment 0 points Most recent by RobWilk January 7Troubleshooting
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  7
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed Closed madmoondog 72 views 3 comments 7 points Most recent by Coach Natalie January 6Feature Requests
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  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed Closed pkp 107 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  4
  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Closed Dave5150 31 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
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  Merged: Create ability to print Investment> Portfolio > Holdings

  Closed HMagh 1 view 0 comments 1 point Most recent by HMagh January 6Feature Requests
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  Nordstrom Card Services not connecting and Manual download is reversing transation amounts

  Closed humby3 150 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Merged: The export feature has been deprecated and broken (no longer show full split detail)

  Closed rbrooks7125 1 view 0 comments 0 points Most recent by rbrooks7125 January 6Business Categories
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  Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

  Closed Dick_Davis 641 views 43 comments 2 points Most recent by Dick_Davis January 6Adding and Updating Accounts
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  5

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  Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)

  Active rivuletsteph 43 views 3 comments 5 points Most recent by Dick_Davis January 6Feature Requests
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  3

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  Incorporate the GPS mileage tracker from Quicken Self Employed

  Active Markitect 2 views 0 comments 3 points Most recent by Markitect January 6Feature Requests
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  Merged: Please add usbank.us - a Santander bank online Savings bank

  Closed shahpr98 11 views 0 comments 1 point Most recent by shahpr98 January 6Report Missing Financial Institution or Biller
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  Help connecting two sets of accounts with Fidelity (edited)

  Closed vmorgs 39 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Changes to transaction register? (edited)

  Answered ✓ Closed Dick_Davis 118 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
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  Customize Dashboard: Share your feedback here!

  Closed Coach Natalie 650 views 31 comments 0 points Most recent by Coach Natalie January 6Feedback
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  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 45 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Incorrect Manual Account Balance

  Closed Israel 117 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
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  Barclays No Longer Connects (FDP-192)

  Closed MikeZ 11 views 2 comments 0 points Most recent by MikeZ January 5Adding and Updating Accounts
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  Allow Transactions to Link Directly to Savings Goals

  Closed RDMitra 143 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
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  Is there a way to show a positive balance as negative? (edited)

  Closed Jeeves 53 views 1 comment 0 points Most recent by Coach Natalie January 5Troubleshooting