Recent Discussions

Discussion List

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  Incoming email: a new bill just arrived! But the reminder didn't update (edited)

  Closed nrp06 90 views 4 comments 0 points Most recent by Coach Natalie February 16Bills and Income
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  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 7.1K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  Missing Spending Plan for 2027 (edited)

  Closed stacyvance 20 views 1 comment 0 points Most recent by DryHeat February 16Using the Spending Plan
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  Merged: Net worth history breakdown

  Closed pst 1 view 0 comments 0 points Most recent by pst February 16Feedback
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  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 202 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
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  Merged: Viewing attachments (receipts) attached by my spouse

  Closed Justaspender 1 view 0 comments 0 points Most recent by Justaspender February 16Report a Bug
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  Bills also appearing as Other Spend in Spending Plan

  Closed Mortimer Duke 159 views 5 comments 0 points Most recent by DryHeat February 15Using the Spending Plan
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  paycheck sync from gusto

  Answered ✓ Closed blamphcore 89 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
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  E*TRADE Financial Credit Card returning FDP-141 error

  Closed vladinator 68 views 3 comments 0 points Most recent by Coach Kristina February 15Adding and Updating Accounts
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  Problem with anything requiring internet access on DuckDuckGo (edited)

  Closed RThorp 120 views 5 comments 0 points Most recent by RThorp February 15Troubleshooting
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 2.5K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  Consider adding a subcategory of expense under "Travel"

  Closed dangela4700 51 views 1 comment 0 points Most recent by SRC54 February 14Categories and Tags
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  Merged: Why Do Recurring Reminders Get Dropped from Checking Registry

  Closed MikeBtp 1 view 0 comments 0 points Most recent by MikeBtp February 14Troubleshooting
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  Fidelity investment transactions in a checking type account show incorrectly (edited)

  Closed bob303727 306 views 10 comments 0 points Most recent by SRC54 February 14Troubleshooting
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  NA showing for transaction categories for uncategorized transactions (edited)

  Closed ejs 30 views 2 comments 0 points Most recent by ejs February 14Report a Bug
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  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 83 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Mouse scrolling while in Transaction Activity Screen

  Closed David Dorsey 30 views 1 comment 0 points Most recent by SRC54 February 14Troubleshooting
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  Few Billers available

  Answered ✓ Closed santoshamb 115 views 3 comments 0 points Most recent by DryHeat February 13Bills and Income
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  gm financial auto - FDP-106 (edited)

  Closed sgrnspan 359 views 16 comments 0 points Most recent by sgrnspan February 13Adding and Updating Accounts
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  How to produce a sales receipt for a paid invoice? (edited)

  Answered ✓ Closed Mortimer Duke 60 views 2 comments 0 points Most recent by Mortimer Duke February 13Invoices, Estimates, & Sales Receipts
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  How to change Custom Income in Spending Plan for all future months? (edited)

  Answered ✓ Closed amintzer 113 views 3 comments 0 points Most recent by Coach Natalie February 13Using the Spending Plan
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  Web Release 6.6.0

  Closed Coach Natalie 244 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team
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  Mobile Releases 6.6.0 & 6.6.1

  Closed Coach Natalie 186 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team
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  Having trouble adding 401k through Alight (Something went wrong error) [edited]

  Closed BobH 110 views 2 comments 0 points Most recent by BobH February 13Adding and Updating Accounts
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  HSA Bank - Known Issue Prioritization (edited)

  Closed GlobalChanges 93 views 1 comment 1 point Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Closed Cinna 129 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 1 view 0 comments 1 point Most recent by mjrmotion February 13Feature Requests
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  ADP Retd. Services - FDP-101 error

  Closed System 122 views 5 comments 0 points Most recent by jf300 February 13Adding and Updating Accounts
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  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 142 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  77
  Add support for BILT Rewards Mastercard

  Completed Closed 7brian 3.4K views 62 comments 77 points Most recent by RetiredGuy1952 February 13Report Missing Financial Institution or Biller