Recent Discussions

Discussion List

• 
  Create rule within transaction category removed

  Closed wavehowie 53 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Wealthfront error

  Closed Rachelk 22 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 1 view 0 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 47 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
• 
  Ability to "hide" portion of a transaction that is split

  Closed twinrh 43 views 2 comments 1 point Most recent by DryHeat November 2025Feedback
• 
  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 34 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
• 
  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 165 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
• 
  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 1 view 0 comments 1 point Most recent by PhoenixV November 2025Feature Requests
• 
  192

  Up Down
  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 3K views 72 comments 192 points Most recent by PhoenixV November 2025Feature Requests
• 
  BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

  Closed andrewbr 45 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Cash Flow graphic on iPad? (edited)

  Answered ✓ Closed VernDosch 21 views 1 comment 0 points Most recent by Coach Natalie November 2025Feedback
• 
  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 1 view 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
• 
  Robinhood Banking Issues

  Closed sccpu3d 40 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Betterment connection not working (FDP-103/request-body-field-unsupported)

  Closed gsong 64 views 5 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  1

  Up Down
  Integrate with ChatGPT (edited)

  Active hokuto 12 views 0 comments 1 point Most recent by hokuto November 2025Feature Requests
• 
  Adding back tag field to spending report

  Closed zipfamily 73 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
• 
  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
• 
  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 109 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Quicken Support Closed 11/27/25 in Observance of Thanksgiving

  Closed Coach Natalie 11 views 0 comments 0 points Most recent by Coach Natalie November 2025Announcements
• 
  6

  Up Down
  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 474 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
• 
  When will Nelnet be an available integration?

  Answered ✓ Closed dunnnw 253 views 2 comments 1 point Most recent by dunnnw November 2025Adding and Updating Accounts
• 
  Paycheck Transaction Wrong in Recent Transactions Dashboard Card

  Closed SRC54 62 views 7 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  Comenity/Bread Financial

  Closed RKothari 11 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Asked to upgrade to business inside of QBP

  Closed RobWilk 21 views 2 comments 0 points Most recent by RobWilk November 2025Quicken Business & Personal Feedback
• 
  Does editing an individual reminder change the "Exact Amount" setting for that one?

  Closed RobWilk 232 views 15 comments 0 points Most recent by RobWilk November 2025Bills and Income
• 
  Quicken Simplifi - Stripe Workflow Question

  Answered ✓ Closed GuerillaTime68 113 views 7 comments 0 points Most recent by DryHeat November 2025General Troubleshooting
• 
  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.2K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
• 
  Issues with 1st Security Bank of WA (FDP-103 / FDP-2102)

  Closed Sstrico 174 views 22 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Position the selection for the category at the one selected.

  Closed dtorg1955 11 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions