Recent Discussions

Discussion List

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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 101 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 1.5K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Investments Performance tab not displaying correctly.

  Closed jgo 141 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 6.5K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 813 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 51 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 180 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 291 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
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  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Kades Margolis

  Active Jason Csanyi 2 views 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 92 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 191 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Link Reminders to manual transaction entries

  Closed mlemon 21 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 283 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 12 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 452 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
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  New Synchrony Login 11/3/2025

  Closed Antoun 156 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  7

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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 21 views 2 comments 7 points Most recent by PGLConsultant November 2025Feature Requests
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 12 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 31 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  New User

  Closed DaveVT 132 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Nested categories in Simplifi don't show up correctly in [planned spend]

  Closed jordanhb 111 views 9 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 351 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.82.0

  Closed Coach Natalie 241 views 0 comments 1 point Most recent by Coach Natalie November 2025Updates From the Product Team
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  Add Tax Form 4684

  Active gpolkga 1 view 0 comments 2 points Most recent by gpolkga November 2025Feature Requests