Recent Discussions

Discussion List

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  Ability to Add Employer Retirement Investment

  Closed BudgetYogi 12 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Mobile Releases 5.31.0 & 5.31.1

  Closed Coach Natalie 101 views 0 comments 1 point Started by Coach Natalie May 2025 Updates From the Product Team
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  Investment maturing

  Answered ✓ Closed JMB54 11 views 1 comment 0 points Most recent by Coach Natalie May 2025Investments
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  Reconciled transaction showed later no reconciled

  Closed Medico 21 views 2 comments 0 points Most recent by Coach Natalie May 2025Troubleshooting
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  [ONGOING] 05/12/25: Four Points FCU returns FDP-102 error

  Coach Jon 1 view 1 comment 0 points Most recent by Coach Natalie May 2025Current Online Banking Issues
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  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 483 views 8 comments 15 points Most recent by DryHeat May 2025Feature Requests
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 41 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Barclays credit card connection issue

  Closed ejs 223 views 24 comments 0 points Most recent by ipomea May 2025Adding and Updating Accounts
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  Can't figure out how to log in (edited)

  Closed Nchantd1 11 views 1 comment 0 points Most recent by RobWilk May 2025Getting Started
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  Ability to disable the "We found a new recurring item!" prompts (edited)

  Active the_scottster 121 views 8 comments 8 points Most recent by Max1223 May 2025Feature Requests
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  Lack of customization in iPad and Web based Simplifi

  Closed woofits 65 11 views 1 comment 0 points Most recent by RobWilk May 2025Feedback
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  Xfinity biller connection broken

  Closed trewbux 11 views 1 comment 0 points Most recent by Coach Kristina May 2025Bills and Income
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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 605 views 27 comments 47 points Most recent by evetski May 2025Feature Requests
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  Why is Quicken support so terrible?

  Closed Rowly 31 views 2 comments 0 points Most recent by Coach Kristina May 2025Feedback
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  Sephora Credit Card Please

  In Review mazar1977 201 views 8 comments 7 points Most recent by TheGeauxt May 2025Report Missing Financial Institution
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  Merged: Didn't Want Accounts Connected to Online Billers [Edited]

  Closed stullos 11 views 0 comments 0 points Most recent by RobWilk May 2025Feedback
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  Random Question about Transfers [Edited]

  Closed Booya64 91 views 7 comments 0 points Most recent by Booya64 May 2025Using Transfers
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  Can you please add the MBNA.ca connector (edited)

  Active dzivkovi 291 views 13 comments 10 points Most recent by hamesh May 2025Report Missing Financial Institution
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  Simplifi pulling data from incorrect stock

  Closed Jeff.Carver 11 views 1 comment 0 points Most recent by Coach Jon May 2025Investments
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  How do I switch between My stuff and my partners Business stuff?

  Answered ✓ Closed Njblavender888 41 views 2 comments 0 points Most recent by Flopbot May 2025Quicken Business & Personal Feedback
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  How Do I Handle a Reimbursement from my Employer?

  Closed housetr 174 views 10 comments 0 points Most recent by EL1234 May 2025Managing Your Transactions
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  Everday fix for Spouse Accounts @ Apple FCU - Normal?

  Closed Dick_Davis 21 views 3 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Is it possible to see how much of your total planned spending is remaining to be spent? (edited)

  Answered ✓ Closed BenB 41 views 2 comments 1 point Most recent by BenB May 2025Using the Spending Plan
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  Add total sum on the transaction group band by month (edited)

  Active asubbaiyanprof 21 views 2 comments 5 points Most recent by Mantania May 2025Feature Requests
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  Merged: Monthy totals

  Closed Mantania 1 view 0 comments 1 point Started by Mantania May 2025 Feature Requests
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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 91 views 9 comments 4 points Most recent by rbsimplifi May 2025Feature Requests
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  Wells Fargo Brokerage Direct Connect - Simplified Investing

  Closed Golfgal90 31 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  DCU - Not downloading data

  Closed warbar60 21 views 2 comments 0 points Most recent by warbar60 May 2025Adding and Updating Accounts
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  New Feature Alert: Retirement Planner!

  Closed Coach Natalie 192 views 0 comments 1 point Started by Coach Natalie May 2025 Updates From the Product Team
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  Merged: Using and Setup of the new Bill Connect Feature

  Closed housetr 1 view 0 comments 0 points Most recent by SRC54 May 2025Bills and Income