Recent Discussions

Discussion List

• 
  Excluded transactions show up in a Watchlist

  Max1223 98 views 6 comments 1 point Most recent by Coach Jon April 10Report a Bug
• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed buncha 4.8K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
• 
  [ONGOING] 3/27/26: Bank of America - "Something went wrong" error

  Coach Natalie 55 views 1 comment 0 points Most recent by Coach Natalie April 10Current Online Banking Issues
• 
  [ONGOING] 3/27/26: PennyMac Home Loan Solutions returns an FDP-105 error

  Coach Natalie 16 views 1 comment 0 points Most recent by Coach Natalie April 10Current Online Banking Issues
• 
  3

  Up Down
  QBP: Ability to delete Items in Invoices

  Active cyberstackn 22 views 1 comment 3 points Most recent by TexNolan April 10Quicken Business & Personal Feature Requests
• 
  Merged: Bring back the old reports!

  Closed autumnlee816 4 views 0 comments 0 points Started by autumnlee816 April 10 Feedback
• 
  1

  Up
  Please add Brinker Capital

  Active mizra78 24 views 1 comment 1 point Most recent by maprime12 April 9Report Missing Financial Institution or Biller
• 
  Mobile Releases 6.14.0 - 6.14.2

  Closed Coach Natalie 76 views 0 comments 0 points Started by Coach Natalie April 9 Updates From the Product Team
• 
  Golden 1 Credit Union - Connection Error (FDP-105)

  MrSacras 299 views 5 comments 1 point Most recent by MrSacras April 9Adding and Updating Accounts
• 
  Manulife Bank is still not connecting to Simplifi.

  Marlun 19 views 2 comments 0 points Most recent by Marlun April 9Adding and Updating Accounts
• 
  Bill Connect reminder amount and due date don't update (edited)

  Asylum 111 views 12 comments 0 points Most recent by Asylum April 9Report a Bug
• 
  63

  Up Down
  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.7K views 62 comments 63 points Most recent by DryHeat April 9Feature Requests
• 
  Festivus is Over But I Still Have Grievances!

  Tim Etherington 50 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
• 
  FDP-103 message for SagePoint Financial - now Osaic eQuipt

  atenkley 15 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts
• 
  11

  Up Down
  Ability to Split Investment Transactions (edited)

  Active Jack74 149 views 6 comments 11 points Most recent by WJB April 9Feature Requests
• 
  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Andre Cheply 59 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
• 
  11
  Show Splits Upon Hover in Transaction Activity (edited)

  Completed AZSharps 113 views 5 comments 11 points Most recent by DryHeat April 9Feature Requests
• 
  How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited)

  Answered ✓ Stu B 40 views 4 comments 0 points Most recent by DryHeat April 8Using the Spending Plan
• 
  Getting rid of "Business Setup"

  Answered ✓ Stu B 30 views 2 comments 1 point Most recent by DryHeat April 8Getting Started
• 
  Can't create a category rule from a transaction (edited)

  wavehowie 18 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
• 
  Fidelity Visa Card account missing transactions

  John Wells 19 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
• 
  6

  Up Down
  Remember the 'Date range' selection on Bills & Income>Cash Flow page (edited)

  Active RobWilk 35 views 1 comment 6 points Most recent by Coach Natalie April 8Feature Requests
• 
  Attachments from Users sharing a space will not load for view

  pwhelan81 83 views 7 comments 0 points Most recent by Coach Natalie April 8Report a Bug
• 
  Improve the look of the lines on the investment performance chart and include S&P 500 comparison

  gerard143 17 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback
• 
  0

  Up Down
  Add thumbnail image icons to transactions to add some life and color (edited)

  gerard143 20 views 1 comment 0 points Most recent by Coach Natalie April 8Feature Requests
• 
  [ONGOING] 3/25/26: American Express returns an FDP-101 error

  Coach Natalie 108 views 1 comment 1 point Most recent by Coach Natalie April 8Current Online Banking Issues
• 
  1

  Up Down
  Net Worth Dashboard Card: Add the Asset/Liability Breakdown (edited)

  gerard143 20 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
• 
  5

  Up Down
  Add the 'Flag' filter option back to reports (edited)

  Active julietvictor 25 views 0 comments 5 points Started by julietvictor April 8 Feature Requests
• 
  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Kuhzah 19 views 1 comment 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
• 
  TastyTrade - Tastyworks connectivity - FDP-101 (edited)

  RomanBones 93 views 13 comments 1 point Most recent by Coach Jon April 7Adding and Updating Accounts