Recent Discussions

Discussion List

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  Error Code: FDP-6000 and FDP-102 with Space Coast Credit Union (edited)

  Closed EricaH 74 views 9 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Merged: Bug - Reports: Refund Tracker

  Closed stacyvance 1 view 0 comments 0 points Most recent by stacyvance June 2025Report a Bug
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  [ONGOING] 06/09/25: Nationwide Annuity, Insurance or Retirement (401k/403b) returns FDP-105 error

  Coach Jon 197 views 1 comment 2 points Most recent by Coach Jon June 2025Current Online Banking Issues
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  Web Releases 4.64.0 & 4.64.1

  Closed Coach Natalie 272 views 0 comments 1 point Most recent by Coach Natalie June 2025Updates From the Product Team
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  Mobile Release 5.33.0

  Closed Coach Natalie 181 views 0 comments -1 point Most recent by Coach Natalie June 2025Updates From the Product Team
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 40 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Quicken accounts won't link to builder after Bestbuy addressed issues with hacker

  Closed Laura987654321 11 views 1 comment 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  How to treat Unreimbursed Partnership Expenses

  Answered ✓ Closed azevin 22 views 1 comment 0 points Most recent by Coach Kristina June 2025Categories and Tags
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 33 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  Sweeping "left at end of month" Into... ?

  Closed DannyB 11 views 0 comments 0 points Most recent by DannyB June 2025The Water Cooler
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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 15 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Help to choose the right program

  Closed oldpro 15 views 1 comment 1 point Most recent by Coach Kristina June 2025Introduce yourself!
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 12 views 0 comments 4 points Most recent by phixed June 2025Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Most recent by HeyJaiBabyIGotUrMony June 2025Feature Requests
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 77 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Most recent by AJsAway June 2025Feature Requests
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  CFCU Community Credit Union (edited)

  Closed TD Allen 2 views 1 comment 1 point Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Portfolio / Update Just says "Connecting" and is stuck

  Closed CitrusGal 1 view 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Vanguard Connection problem - FDP-390 error (edited)

  Closed Taylor S 230 views 14 comments 0 points Most recent by dbert721 June 2025Adding and Updating Accounts
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  Unable to connect to AXOS (edited)

  Closed Motherof7 23 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Savings Goals are incorrect if you withdraw

  Closed Greg-n-Texas 74 views 7 comments 0 points Most recent by Flopbot June 2025Using Savings Goals
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  How much time do you Simplifi weekly?

  Closed Flopbot 58 views 6 comments 1 point Most recent by DannyB June 2025How do you Quicken Simplifi?
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  Merrill Lynch LMA loan account downloads as a positive number (edited)

  Closed Greg-n-Texas 11 views 2 comments 0 points Most recent by Greg-n-Texas June 2025Adding and Updating Accounts
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  Quicken says the email "Was sent Successfully" but the recipient never received their copy, why?

  Closed Katedurand 2 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 60 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

  Closed JeffCB 11 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 28 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  [ONGOING] 06/05/25: Citizens One Home Loan - Showing positive balance instead of a negative balance

  Coach Jon 59 views 1 comment 0 points Most recent by Coach Jon June 2025Current Online Banking Issues
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 40 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  One step update not working even though it says it updated

  Closed Edie 11 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting