Recent Discussions

Discussion List

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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Closed Forteleza 208 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  No "Keep this account separate" in Quicken Simplifi

  Closed sgordet 33 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
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  Ability to add gross assets for net worth tracking (edited)

  Active Cedo 13 views 0 comments 1 point Most recent by Cedo December 2025Feature Requests
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  Empower - pension and HSA not pulled in

  Closed System 21 views 2 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Affinity Federal Credit Union HELOC no longer provides accurate balance

  Closed user12 12 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  How do I remove an asset account? (edited)

  Answered ✓ Closed Warpath 146 views 3 comments 0 points Most recent by Warpath December 2025Adding and Updating Accounts
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  Changes to Savings Goals should apply retroactively (edited)

  Closed 0111010101 66 views 3 comments 2 points Most recent by DryHeat December 2025Using Savings Goals
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 760 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 55 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  Web Releases 4.88.0 - 4.88.2

  Closed Coach Natalie 272 views 0 comments 1 point Most recent by Coach Natalie December 2025Updates From the Product Team
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  Rules based on Category

  Closed Maples 25 views 2 comments 1 point Most recent by DryHeat December 2025Feedback
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  Mobile Releases 5.46.0 - 5.46.2

  Closed Coach Natalie 184 views 0 comments 2 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 22 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Concerned about exports on future upgrades

  Closed ThatManUKnow 1 view 0 comments 0 points Most recent by ThatManUKnow December 2025Using Reports
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  How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.

  Closed FortDog88 374 views 13 comments 1 point Most recent by lwagner December 2025Adding and Updating Accounts
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  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  Closed alexthechoi 176 views 11 comments 2 points Most recent by rmarcus88 December 2025Adding and Updating Accounts
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  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 169 views 1 comment 1 point Most recent by SRC54 December 2025Adding and Updating Accounts
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  Transaction export

  Closed IHasAQuestion 33 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  The Community Meetup - December 2025 Edition

  Announcement Coach Natalie 824 views 3 comments 1 point Most recent by Flopbot December 2025The Community Meetup Newsletter
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  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Most recent by mdleighty December 2025Using Reports
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  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 88 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  Confused by Credit Cards in Projected Cash Flow (edited)

  Closed Dave Oz 79 views 3 comments 0 points Most recent by DryHeat December 2025Projected Cash Flow
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  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 191 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 35 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Merged: Track Precious Metals Value in Portfolio

  Closed sanjayvr 1 view 0 comments 1 point Most recent by sanjayvr December 2025Feature Requests
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  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Closed Oogway 54 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
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  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Closed Asher 64 views 3 comments 1 point Most recent by Coach Jon December 2025Invoices, Estimates, & Sales Receipts
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  Watchlist amounts are incorrect (edited)

  Closed sidewalkboots 221 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 17 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts