Recent Discussions

Discussion List

• 
  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 439 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
• 
  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 1 view 0 comments 1 point Most recent by Coach Jon January 2Feedback
• 
  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 638 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
• 
  4

  Up
  Aggregator URL for Indiana529 Advisor (edited)

  Active hawkinsb 87 views 3 comments 4 points Most recent by nwidad January 2Report Missing Financial Institution or Biller
• 
  Tags vs Notes

  Answered ✓ Closed MTav8biz 104 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
• 
  Show net worth change over time with graph

  Closed codyhaven 49 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
• 
  iOS Widget Shows Incorrect “Left to Spend”

  Closed peytont 37 views 1 comment 0 points Most recent by Coach Natalie January 2Troubleshooting
• 
  4

  Up Down
  Ability to group Income and Bills by Category or Payee in the Spending Plan (edited)

  Active EL1234 13 views 0 comments 4 points Most recent by EL1234 January 2Feature Requests
• 
  Issue with Refund Tracker on the mobile app (edited)

  Closed Flopbot 523 views 23 comments 0 points Most recent by Coach Natalie January 2Report a Bug
• 
  Spending Plan - Planned Spend Actual Spend Running Totals

  Closed erin922 65 views 1 comment 2 points Most recent by SRC54 January 1Feedback
• 
  How do you categorize Car lease payment

  Answered ✓ Closed anandsandy 84 views 1 comment 0 points Most recent by Coach Jon January 1Categories and Tags
• 
  21

  Up Down
  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 265 views 9 comments 21 points Most recent by zbsh December 2025Feature Requests
• 
  Nordstrom Card Not Connecting (care code: FDP-101)

  Closed bcsams424 70 views 1 comment 1 point Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Charles Schwab brokerage account no longer updating

  Closed RickS 541 views 19 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  5

  Up Down
  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 38 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
• 
  27

  Up Down
  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 557 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
• 
  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 305 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  ONGOING 12/31/25: TD Bank - Issue connecting multiple logins

  Coach Natalie 355 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
• 
  Unable to Sign in on Android Device

  Closed Mortimer Duke 6 views 1 comment 0 points Most recent by DannyB December 2025Troubleshooting
• 
  Just subscribed. Why do I get an error trying to enter Transactions?

  Closed DarinMan 32 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
• 
  What is your favorite holiday movie?

  Closed Coach Kristina 326 views 12 comments 0 points Most recent by botjnilt December 2025The Water Cooler
• 
  Watch Lists and Spend Categories can be filtered by selected accounts

  Closed GoBraves 19 views 1 comment 1 point Most recent by Coach Natalie December 2025Feedback
• 
  Tired of broken online banking connections

  Closed SuperBoots 183 views 7 comments 0 points Most recent by RobWilk December 2025Feedback
• 
  Budget Flexibility - paychecks vs months

  Closed Aj28 73 views 1 comment 0 points Most recent by SRC54 December 2025Feedback
• 
  1

  Up Down
  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 13 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
• 
  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 159 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
• 
  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 21 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts
• 
  Prudential Financial Account Needs Attention Care Code: QCS-0429-2/FDP-103 (edited)

  Closed ctanenbaum 72 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  recurring payment icon is missing on web (edited)

  Closed Jerrod 139 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting
• 
  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 11 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions