Recent Discussions

Discussion List

• 
  considering migrating to Quicken Business & Personal, how to migrate data

  Closed dhdurgee 226 views 5 comments 0 points Most recent by DannyB October 2025Getting Started
• 
  Simplifi triggers email from Apple? "You requested your purchase details" (through American Express)

  Closed khad 581 views 20 comments 0 points Most recent by SimplifyUserK October 2025Report a Bug
• 
  Transaction list not grouping by date correctly

  Closed strwrsdbz 52 views 5 comments 2 points Most recent by strwrsdbz October 2025Feedback
• 
  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 51 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
• 
  7

  Up Down
  Make Simplifi's "automatic" actions subject to user control in Settings

  Active DryHeat 61 views 4 comments 7 points Most recent by mluhring October 2025Feature Requests
• 
  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Most recent by JMQkn October 2025Feature Requests
• 
  Help with counting transfers as income (edited)

  Closed z1r 184 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
• 
  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 63 views 5 comments 0 points Most recent by DannyB October 2025How do you Quicken Simplifi?
• 
  Care credit : unable to connect at this time

  Closed RobWilk 72 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Space Coast Credit Union FDP-101

  Closed zaneb 64 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Numerica Credit Union FDP-106 error (edited)

  Closed nancyg77 23 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.9K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
• 
  X1 card still giving FDP-187 error

  Closed Julia11 79 views 10 comments 0 points Most recent by Julia11 October 2025Adding and Updating Accounts
• 
  Notifications Reappearing

  Closed TheReal702 342 views 39 comments 0 points Most recent by RobWilk October 2025Report a Bug
• 
  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.7K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
• 
  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
• 
  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 21 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
• 
  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 83 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Most recent by colearseneault3 October 2025Feature Requests
• 
  Unable to view Web App Version from mobile web browser

  Closed System 192 views 17 comments 0 points Most recent by RobWilk October 2025Report a Bug
• 
  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 262 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Auto Loan Shows as a Positive Value (edited)

  Closed MikeZ 184 views 10 comments 0 points Most recent by MikeZ October 2025Troubleshooting
• 
  Simplifi has the worst customer service

  Closed BrandonG 204 views 16 comments 0 points Most recent by Coach Natalie October 2025Feedback
• 
  Dodge & Cox Funds FDP-108 error (edited)

  Closed Matt Anfang 25 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  1

  Up
  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 43 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
• 
  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 141 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
• 
  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 141 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 22 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
• 
  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 141 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
• 
  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 388 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller