Recent Discussions

Discussion List

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  ETrade Investments won't sync - code FDP-103

  Closed Sstrico 53 views 2 comments 0 points Most recent by Sstrico June 2025Adding and Updating Accounts
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Started by cloudquick June 2025 Feature Requests
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 89 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Thrift Savings Plan (TSP) connection to Simplifi is broken - FDP-102 error (edited)

  Closed rjg5060 2.4K views 54 comments 5 points Most recent by eecalo June 2025Adding and Updating Accounts
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  New 'Income & Expense Report' Feature Requests

  Closed JJo 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 22 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Can't scroll to bottom of account list on ipad (web)

  Closed Cmac 575 views 36 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
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  Web Release 4.63.0

  Closed Coach Natalie 312 views 0 comments 0 points Started by Coach Natalie June 2025 Updates From the Product Team
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  Morgan Stanley Checking Account Showing Up as a Brokerage

  Closed root62 87 views 7 comments 0 points Most recent by root62 June 2025Adding and Updating Accounts
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  Merged: Vanguard FDP-390 error

  Closed System 1 view 0 comments 0 points Most recent by cncb June 2025Adding and Updating Accounts
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  Remove Business from Space or Fresh Restart

  Closed R C 117 views 4 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 83 views 11 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
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  Merged: PLEASE add Cetera Advice works to SIMPLIFY

  Closed RiskyBizRoch 1 view 0 comments 0 points Started by RiskyBizRoch June 2025 Adding and Updating Accounts
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  Morgan Stanley Mortgages

  Active kabob_rescind_focal 51 views 2 comments 2 points Most recent by marcusrm June 2025Report Missing Financial Institution
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  Quicken Business & Personal vs. Classic version?

  Answered ✓ LTskier 270 views 1 comment 0 points Most recent by Coach Kristina June 2025Getting Started
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  How do I update Quicken Simplifi software?

  Answered ✓ Closed Carole d 36 views 1 comment 0 points Most recent by nmnmnmnmn June 2025Getting Started
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  Savings Goal Changes for History

  Closed Bowlesace 13 views 1 comment 1 point Most recent by Coach Kristina June 2025Troubleshooting
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  Expense series reverting to old value

  Closed Bowlesace 2 views 1 comment 0 points Most recent by Coach Kristina June 2025Troubleshooting
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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 12 views 0 comments 4 points Started by Flopbot June 2025 Feature Requests
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  2

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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  Using Simplifi without linking to banks

  Closed Just Me 95 views 1 comment 0 points Most recent by Flopbot June 2025Getting Started
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  Link Manual Account to a Bank

  Answered ✓ Closed JFMAMJ 15 views 1 comment 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  Two Different Screens - Edge and Chrome

  Closed Dick_Davis 66 views 10 comments 0 points Most recent by Dick_Davis June 2025Troubleshooting
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  CFCU Community Credit Union - FDP-103 (edited)

  Closed MashaRasko 11 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 83 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Empower will not link

  Closed mrocks013 11 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 11 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  Merged: Jenius

  Closed mps79703 1 view 0 comments 1 point Started by mps79703 June 2025 Report Missing Financial Institution
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  Add Jenius Bank (edited)

  Active Ken Ackerman 157 views 7 comments 5 points Most recent by mps79703 June 2025Report Missing Financial Institution