Recent Discussions

Discussion List

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  Rules based on Category

  Closed Maples 22 views 2 comments 1 point Most recent by DryHeat December 2025Feedback
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  Mobile Releases 5.46.0 - 5.46.2

  Closed Coach Natalie 202 views 0 comments 2 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  1
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 23 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Concerned about exports on future upgrades

  Closed ThatManUKnow 1 view 0 comments 0 points Most recent by ThatManUKnow December 2025Using Reports
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  How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.

  Closed FortDog88 422 views 13 comments 1 point Most recent by lwagner December 2025Adding and Updating Accounts
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  Guideline - Care Code: 324/FDP-4000 after being acquired by Accrue

  Closed alexthechoi 221 views 11 comments 2 points Most recent by rmarcus88 December 2025Adding and Updating Accounts
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  Why doesn't Simplifi just use Plaid?

  Answered ✓ Closed wshankmo 232 views 1 comment 1 point Most recent by SRC54 December 2025Adding and Updating Accounts
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  Transaction export

  Closed IHasAQuestion 52 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  The Community Meetup - December 2025 Edition

  Announcement Coach Natalie 862 views 3 comments 1 point Most recent by Flopbot December 2025The Community Meetup Newsletter
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  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Most recent by mdleighty December 2025Using Reports
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  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 112 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  Confused by Credit Cards in Projected Cash Flow (edited)

  Closed Dave Oz 91 views 3 comments 0 points Most recent by DryHeat December 2025Projected Cash Flow
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  Missing Fidelity HSA Transactions

  Closed Mortimer Duke 242 views 8 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  1

  Up Down
  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Active Travis H 41 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Merged: Track Precious Metals Value in Portfolio

  Closed sanjayvr 1 view 0 comments 1 point Most recent by sanjayvr December 2025Feature Requests
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  Unable to connect to TreasuryDirect. Care Code: FDP-101 (edited)

  Closed Oogway 62 views 2 comments 0 points Most recent by Oogway December 2025Adding and Updating Accounts
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  Invoices: Can't list line items as $0 and clients don't see the minus sign next to discounts

  Closed Asher 83 views 3 comments 1 point Most recent by Coach Jon December 2025Invoices, Estimates, & Sales Receipts
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  Watchlist amounts are incorrect (edited)

  Closed sidewalkboots 301 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 21 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  American Century Accounts Already Added

  Closed vollmas 212 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Cannot connect to TIAA Brokerage Account - error FDP 155

  Closed adamskijl 72 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  4

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  QPB: Ability to hide Categories in each Space (edited)

  Active DryHeat 41 views 0 comments 4 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  Accounts at TD Bank with separate login credentials being lumped together

  Closed ejs 1.3K views 34 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Running Balance Column in Account Registers

  Closed Ames.Vannah 171 views 5 comments 2 points Most recent by SRC54 December 2025Feedback
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  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 71 views 5 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 211 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  11

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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 183 views 6 comments 11 points Most recent by penalty3fiber December 2025Feature Requests
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  Projected Cash Flow Does Not Account for Pending Transactions

  Closed Ames.Vannah 122 views 4 comments 0 points Most recent by Ames.Vannah December 2025Projected Cash Flow
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  5

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  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 132 views 6 comments 5 points Most recent by Coach Natalie December 2025Feature Requests
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  2
  Better Connection Stability

  Completed Closed HSC 341 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests