Recent Discussions

Discussion List

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  Notes field is cropped short when inline editing

  Closed DryHeat 52 views 6 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Merged: Please add Lively HSA

  Closed Jmod 1 view 0 comments 1 point Most recent by Jmod August 2025Report Missing Financial Institution or Biller
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  Lively HSA

  In Review BTurner00 329 views 10 comments 10 points Most recent by Jmod August 2025Report Missing Financial Institution or Biller
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 21 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  Downloaded Transactions Automatically Set with a Flag

  Closed Dick_Davis 44 views 5 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Applying rules to past transactions is not working (edited)

  Closed housetr 91 views 12 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 99 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  Fidelity Visa shows correct balance, but not showing transactions

  Closed Curanthir 202 views 9 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  A hidden field appears that can be clicked when creating a category (edited)

  Closed System 41 views 7 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Amount sign reversal on transactions With Interactive Brokers

  Closed RockLee 154 views 19 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 264 views 9 comments 17 points Most recent by Max1223 August 2025Feature Requests
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  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 93 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 164 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 428 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
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  Investment Transactions should not categorize "Fees" as an expense (edited)

  Active wombatstew 51 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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  Should I use the same email address for Quicken Classic and Simplifi? (edited)

  Answered ✓ Closed Terry-0 32 views 1 comment 0 points Most recent by DannyB August 2025Getting Started
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 52 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  FDP-103 error on Ascensus

  Closed sajsterptl 324 views 23 comments 0 points Most recent by samsonite August 2025Adding and Updating Accounts
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  SECU of Maryland "Bank not available now" (edited)

  Closed keepingit2gether 22 views 2 comments 0 points Most recent by DannyB August 2025Adding and Updating Accounts
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  AAA Travel Advantage Credit Card - Comenity (edited)

  Active Charles Collins 327 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution or Biller
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  Link Refunds with Purchases to Net Out Spending Amounts

  Active Trusia55 45 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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  Add Strike Accounts to Simplifi

  Closed gas_powered_stick 2 views 1 comment 1 point Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  No Business Categories available within Quicken Business & Personal

  Closed System 117 views 10 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  No Tag Filter (edited)

  Closed ronlm 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 111 views 15 comments 0 points Most recent by wrankin August 2025Adding and Updating Accounts
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  Pictures of the Screens with is Marked for Reference

  Answered ✓ Closed Dick_Davis 34 views 1 comment 0 points Most recent by Coach Jon August 2025Getting Started
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  Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

  Closed Derrick R 11 views 0 comments 0 points Most recent by Derrick R August 2025Adding and Updating Accounts
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  I need Simplifi to understand that all the money in my "Cash and Checking" accounts is spendable

  Closed NatalieGS 31 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Reminders – New Icon on Reminders (edited)

  Answered ✓ Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Using the Dashboard