Recent Discussions

Discussion List

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  Web Release 4.77.0

  Closed Coach Natalie 226 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Mobile Release 5.40.0

  Closed Coach Natalie 208 views 0 comments -2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 142 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 139 views 12 comments 1 point Most recent by jtb36 September 2025Adding and Updating Accounts
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 126 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
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  QBP: Attach Receipts to Client Invoices [Edited]

  Closed JMWDBA 23 views 3 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feedback
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  Unable to connect my Sallie Mae student loan account - Error Code 927 (edited)

  Closed Huascar 82 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 124 views 15 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Cash Flow Forecast: Inconsistent balance +/- signs between mobile and web

  Closed RobWilk 14 views 1 comment 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Nationwide 401k unavailable for over 4 months

  Closed Impending6705 31 views 2 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Missing aidvantage or haven't updated them.

  Closed abernaki 102 views 7 comments 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 70 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 581 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  Merged: Show Sum Total Budget vs. Total Spend in Planned Spend (edited)

  Closed kevindavidgreer 1 view 0 comments 1 point Most recent by kevindavidgreer September 2025Feature Requests
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 133 views 11 comments 9 points Most recent by egal September 2025Feature Requests
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  Risks of Using Keep Me Signed In? (edited)

  Closed Dick_Davis 38 views 3 comments 0 points Most recent by Dick_Davis September 2025Getting Started
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  Rules to add tags

  Closed Bill_B 17 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
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  FDP-102 when trying to add Sam’s Credit Card [Edited]

  Closed TimB54 32 views 3 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  SoFi Roth Linked But No Transactions

  Closed MikeZ 1 view 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 11 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  Merged: Link Investment Contribution Transactions to Savings Goals

  Closed MikeZ 1 view 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  Merged: Lost 1000s of entries. Simplifi snapshots needed,

  Closed matthew.martin_x 31 views 0 comments 3 points Most recent by Dick_Davis September 2025Feature Requests
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  roommate's portion of rent (edited)

  Answered ✓ Closed TK_25 62 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income
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  QBP: Add a dedicated Billable Expenses section (edited)

  Active JMWDBA 7 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  QBP: Add a Date During Task Creation (edited)

  Active JMWDBA 4 views 0 comments 1 point Most recent by JMWDBA September 2025Quicken Business & Personal Feature Requests
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  Feedback on Projects, Tasks, and Billing

  Closed JMWDBA 33 views 2 comments 0 points Most recent by JMWDBA September 2025Quicken Business & Personal Feedback
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  Merged: Category Rule based on Payee and Account used to pay

  Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 143 views 3 comments 0 points Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 304 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts