Recent Discussions

Discussion List

• 
  Web Releases 4.66.0

  Closed Coach Natalie 261 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
• 
  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 11 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  Please add Alight - GSK and AimLoan

  Closed Boompapen19 1 view 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

  Closed Anastasia Franco 42 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Offer more “Due Date” sorts.

  Closed thklopper 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback
• 
  Refund for subscription (edited)

  Closed System 11 views 2 comments 0 points Most recent by Coach Natalie July 2025Troubleshooting
• 
  Planned Spending "Last Six Months" Average is overinflated (edited)

  Closed Strigolactone 71 views 12 comments 0 points Most recent by Coach Natalie July 2025Troubleshooting
• 
  Merged: SimplifY(!) labeling of “Transfers”.

  Closed thklopper 21 views 0 comments 0 points Most recent by thklopper July 2025Feature Requests
• 
  74

  Up Down
  Transfers should show the word "Transfer" in the Category column

  Active EL1234 161 views 12 comments 74 points Most recent by thklopper July 2025Feature Requests
• 
  16

  Up
  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.8K views 21 comments 16 points Most recent by thedudeman July 2025Report Missing Financial Institution
• 
  Simplifi - failing to connect to college 529 direct

  Closed FutureEye 22 views 2 comments 0 points Most recent by FutureEye July 2025Adding and Updating Accounts
• 
  Valon Mortgage integration is broken - Care code: 170 (edited)

  Closed gsong 112 views 9 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
• 
  11

  Up Down
  Add “Split by Percentage” Option to splits. (edited)

  Active Flopbot 162 views 16 comments 11 points Most recent by SRC54 July 2025Feature Requests
• 
  Return of capital from mutual fund

  Closed DMac0724 11 views 1 comment 0 points Most recent by Coach Kristina July 2025Investments
• 
  Good and Bad after a month of using

  Closed virshu 496 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
• 
  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 91 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
• 
  Still can't connect MidFirst Bank (FDP-107)?

  Closed roger.rogers 111 views 8 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Merged: Original payee description text character limit is too short

  Closed Henrymechy 1 view 0 comments 1 point Started by Henrymechy July 2025 Feature Requests
• 
  Barclays FDP-192 error (edited)

  Closed System 41 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Merged: "Remaining" In the Bills View

  Closed mamerica 11 views 0 comments 3 points Most recent by egal July 2025Feature Requests
• 
  FDP-103 for Human Interest 401k

  Closed danz740 282 views 18 comments 1 point Most recent by Phtrump July 2025Adding and Updating Accounts
• 
  Updated transactions matching amount but payee information is different

  Closed JGolan 1 view 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
• 
  7

  Up Down
  Don't change target amounts in Planned Spending when releasing funds (edited)

  Active DryHeat 151 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
• 
  Microsoft Office Sub

  Closed Stevefxp 1 view 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 11 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 541 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
• 
  1

  Up Down
  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 51 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
• 
  QBP: Using Credit Memos to apply pre-payments made by Client

  Closed DryHeat 31 views 1 comment 0 points Most recent by DannyB July 2025Clients & Projects
• 
  Transactions and Spending Plans

  Closed Stevefxp 51 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan