Recent Discussions

Discussion List

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  Savings Goal changed my account balance

  Closed luke.navarro 54 views 3 comments 0 points Most recent by DryHeat December 2025Troubleshooting
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  ONGOING 12/2/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 175 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  ONGOING 12/2/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 599 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  Known error showing Robinhood as not working.

  Closed FutureEye 42 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 66 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 110 views 2 comments 1 point Most recent by Coach Natalie December 2025Managing Your Transactions
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  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 100 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller
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  Home bank www.home24bank.com Business Portal

  Closed tbestjr81 18 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 148 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 40 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 24 views 0 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Most recent by SCT41 December 2025Feature Requests
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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 1.1K views 26 comments 3 points Most recent by FutureEye December 2025Feature Requests
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 1 view 0 comments 1 point Most recent by Ruonline December 2025Feature Requests
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  Export to PDF is practically useless to me

  Closed SRC54 89 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Nationwide 401k FDP-106

  Closed cl134 30 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Please add iTrustCapital

  Active MrMcNuggets 4 views 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller
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  Logix issue update? (edited)

  Closed MiketheFerg 37 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Create rule within transaction category removed

  Closed wavehowie 79 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Wealthfront error

  Closed Rachelk 60 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 1 view 0 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 96 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Ability to "hide" portion of a transaction that is split

  Closed twinrh 68 views 2 comments 1 point Most recent by DryHeat November 2025Feedback
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  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 53 views 1 comment 0 points Most recent by DryHeat November 2025General Troubleshooting
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  Getting Setup for 2026 - A Just for Fun Post

  Closed DannyB 275 views 8 comments 2 points Most recent by DryHeat November 2025How do you Quicken Simplifi?
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 4.1K views 72 comments 206 points Most recent by PhoenixV November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 1 view 0 comments 1 point Most recent by PhoenixV November 2025Feature Requests
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  BECU (Boeing Employees Credit Union) not connecting - FDP-101 (edited)

  Closed andrewbr 73 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Cash Flow graphic on iPad? (edited)

  Answered ✓ Closed VernDosch 28 views 1 comment 0 points Most recent by Coach Natalie November 2025Feedback
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 1 view 0 comments 1 point Most recent by DryHeat November 2025Feature Requests