Recent Discussions

Discussion List

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  Rules to add tags

  Closed Bill_B 18 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
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  FDP-102 when trying to add Sam’s Credit Card [Edited]

  Closed TimB54 24 views 3 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  SoFi Roth Linked But No Transactions

  Closed MikeZ 5 views 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 5 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  Merged: Link Investment Contribution Transactions to Savings Goals

  Closed MikeZ 1 view 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  Merged: Lost 1000s of entries. Simplifi snapshots needed,

  Closed matthew.martin_x 31 views 0 comments 3 points Most recent by Dick_Davis September 2025Feature Requests
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  roommate's portion of rent (edited)

  Answered ✓ Closed TK_25 46 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income
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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 1 view 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  1

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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 1 view 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  Feedback on Projects, Tasks, and Billing

  Closed JMWDBA 35 views 2 comments 0 points Most recent by JMWDBA September 2025Quicken Business & Personal Feedback
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  Merged: Category Rule based on Payee and Account used to pay

  Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 98 views 3 comments 0 points Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 243 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts
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  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 184 views 10 comments 0 points Most recent by DryHeat September 2025Using Savings Goals
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 80 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 663 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 28 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
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  FDP-109: Macy’s Connection Not Working, Reset Not Helping

  Closed nmnmnmnmn 65 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  I'm unable to connect my Progressive car insurance bill (edited)

  Closed rajarajan31 107 views 4 comments 0 points Most recent by Coach Natalie September 2025Bills and Income
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  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 12 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
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  Recent Update Unlinked Bills from Bill Connect (edited)

  Closed BigDogg 113 views 10 comments 1 point Most recent by Coach Jon September 2025Bills and Income
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 371 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  [ONGOING] 9/12/25: Sallie Mae Bank & Sallie Mae Loan return an FDP-105 error

  Coach Natalie 280 views 1 comment 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
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  Brand Spanking New

  Closed Melon_Collie 38 views 3 comments 2 points Most recent by SRC54 September 2025Introduce yourself!
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  Merged: Dashboard and Menu Configuration (Allow me to hide what I don't use or share)

  Closed dmherm 1 view 0 comments 1 point Most recent by dmherm September 2025Feature Requests
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  Merged: Maryland 529

  Closed JustinK 1 view 0 comments 1 point Most recent by JustinK September 2025Report Missing Financial Institution or Biller
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  Merrill Edge Returning FDP-105 (edited)

  Closed Dave L 22 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  OnePay CashRewards Card Support

  Answered ✓ Closed Nicabobolas 331 views 2 comments 1 point Most recent by Nicabobolas September 2025Adding and Updating Accounts
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  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 107 views 8 comments 0 points Most recent by SRC54 September 2025Introduce yourself!