Recent Discussions

Discussion List

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  Export to PDF is practically useless to me

  SRC54 20 views 4 comments 0 points Most recent by Coach Natalie December 1Feedback
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  Baird Account Missing Holdings (edited)

  disc2120 40 views 9 comments 0 points Most recent by Coach Natalie December 1Investments
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  Nationwide 401k FDP-106

  cl134 14 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: Multiple FIs - CP_Server_Error

  Announcement Coach Natalie 285 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 96 views 16 comments 0 points Most recent by rosachin21k December 1Report a Bug
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  Please add iTrustCapital

  Active MrMcNuggets 6 views 0 comments 1 point Started by MrMcNuggets December 1 Report Missing Financial Institution
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 1Feature Requests
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  Logix issue update? (edited)

  MiketheFerg 27 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  Create rule within transaction category removed

  wavehowie 17 views 1 comment 0 points Most recent by Coach Natalie December 1Feedback
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  NEW 12/1/25: Ameris Bank - GA - CP_Server_Error

  Announcement Coach Natalie 22 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Wealthfront error

  Rachelk 13 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: FirstBank of Colorado - CP_Server_Error

  Announcement Coach Natalie 81 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 4 views 0 comments 0 points Started by N4KHQ December 1 Troubleshooting
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 39 comments 49 points Most recent by FinTechMan December 1Feature Requests
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  NEW 11/30/25: CIT Bank - CP_Server_Error

  Announcement Coach Kristina 327 views 0 comments 4 points Started by Coach Kristina December 1 Current Online Banking Issues
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  Can't Print Reports in Simplify?? Seriously??

  DAP 24 views 2 comments 0 points Most recent by Coach Kristina November 30Feedback
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 21 views 1 comment 1 point Most recent by SRC54 November 30Feature Requests
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 271 views 14 comments 1 point Most recent by bvw123 November 30Bills and Income
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  Add support for Investor360

  Active Ken M 415 views 29 comments 9 points Most recent by russ1910 November 30Report Missing Financial Institution
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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 24 views 0 comments 3 points Started by DryHeat November 30 Feature Requests
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 50 views 4 comments 8 points Most recent by DryHeat November 30Feature Requests
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  Ability to "hide" portion of a transaction that is split

  twinrh 15 views 2 comments 1 point Most recent by DryHeat November 30Feedback
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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  RobWilk 18 views 1 comment 0 points Most recent by DryHeat November 30General Troubleshooting
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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 2.6K views 67 comments 147 points Most recent by DryHeat November 30Feature Requests
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 124 views 11 comments 18 points Most recent by zeggerjulie November 29Feature Requests
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  Getting Setup for 2026 - A Just for Fun Post

  DannyB 60 views 8 comments 2 points Most recent by DryHeat November 29How do you Quicken Simplifi?
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 339 views 9 comments 7 points Most recent by DryHeat November 28Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 4 views 0 comments 1 point Started by PhoenixV November 28 Feature Requests
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.6K views 72 comments 178 points Most recent by PhoenixV November 28Feature Requests