Recent Discussions

Discussion List

• 
  4

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 55 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
• 
  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 1 view 0 comments 1 point Most recent by bethimusprime November 2025Feature Requests
• 
  2

  Up Down
  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 32 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  1

  Up Down
  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 61 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  8

  Up Down
  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 176 views 16 comments 8 points Most recent by RobWilk November 2025Feature Requests
• 
  Pending vs. Cleared transactions

  Closed tim40 83 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
• 
  Navy FCU : FDP-105

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  TD Canada Trust connection issue

  Closed System 22 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 174 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Most recent by blazyt November 2025Report Missing Financial Institution or Biller
• 
  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 164 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 115 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 173 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
• 
  2

  Up Down
  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 62 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  Gemini account not linking credit card

  Closed GF-2025 1.1K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
• 
  Investments Performance tab not displaying correctly.

  Closed jgo 94 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.3K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
• 
  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 607 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  9

  Up Down
  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 32 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Freedom Mortgage Technical Error 11000

  Closed KTercha 113 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
• 
  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 214 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
• 
  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
• 
  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
• 
  1

  Up
  Kades Margolis

  Active Jason Csanyi 1 view 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
• 
  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 52 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 172 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug