Recent Discussions

Discussion List

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  Unable to access Quicken Simplifi

  Closed shameed 92 views 5 comments 0 points Most recent by RobWilk August 2025Troubleshooting
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  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  My bank, Desjardins, doesn’t allow a constant real-time connection

  Closed LaVraieNinie 44 views 2 comments 0 points Most recent by DryHeat August 2025Adding and Updating Accounts
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 154 views 9 comments 0 points Most recent by bellassaije August 2025Troubleshooting
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  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 54 views 1 comment 0 points Most recent by SRC54 August 2025Bills and Income
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  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 53 views 7 comments 0 points Most recent by EL1234 August 2025Using the Spending Plan
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  Barclays FDP-101

  Closed rjg5060 182 views 14 comments 0 points Most recent by Joshua Miller August 2025Adding and Updating Accounts
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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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  Lively HSA

  In Review BTurner00 334 views 10 comments 10 points Most recent by Jmod August 2025Report Missing Financial Institution or Biller
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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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  Double 'Date' column, but no dates (edited)

  Closed DannyB 22 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 48 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 94 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 101 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 214 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 42 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 175 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 267 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 96 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 169 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 434 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 53 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 33 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 54 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 331 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 23 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 330 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 46 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 3 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 12 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts