Recent Discussions

Discussion List

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  How long can a Pending Transaction Remain in this State (4.76.0)

  Closed Dick_Davis 22 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 42 views 6 comments 0 points Most recent by Dick_Davis September 2025Quicken Business & Personal Feedback
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  Merged: “Unspent” Planned Spending

  Closed scottishbaribone 1 view 0 comments 1 point Most recent by scottishbaribone September 2025Feature Requests
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 558 views 13 comments 30 points Most recent by Coach Natalie September 2025Feature Requests
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 22 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 66 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
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  Thrivent financial MFA issue

  Closed mglam2304 24 views 4 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Issue Importing CSV into Checking Account

  Closed Gotay 43 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Merged: Treat Vanguard Cash Plus accounts as Banking/Checking

  Closed LiveMusicMike 1 view 0 comments 1 point Most recent by LiveMusicMike September 2025Feature Requests
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 55 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Why is the transaction categorization so... bad?

  Closed Dognose 94 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  FDP-401 connecting to Amex

  Closed davidcwalls 142 views 4 comments 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 53 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Unable to add my Stash account (102 error)

  Closed jgcandle 31 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 218 views 8 comments 26 points Most recent by Thursday September 2025Feature Requests
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  Transactions pending from Chase for over a week

  Closed Oogway 61 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 33 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 11 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 24 views 4 comments 6 points Most recent by Dick_Davis September 2025Feature Requests
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 24 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 14 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Merged: Monthly budget tracker

  Closed Dafelhandler 1 view 0 comments 1 point Most recent by Dafelhandler September 2025Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 198 views 4 comments 5 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feature Requests
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  Add Notes to Planned Spending Items (edited)

  Active nicko 184 views 11 comments 20 points Most recent by medha311 September 2025Feature Requests
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 24 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 67 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions
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  WaFd consumer account

  Active JayGee 71 views 4 comments 2 points Most recent by cfang September 2025Report Missing Financial Institution or Biller
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  Payee - Can’t Find to Correct (edited)

  Closed Dick_Davis 32 views 5 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Web Releases 4.75.0 & 4.75.1

  Closed Coach Natalie 244 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team