Recent Discussions

Discussion List

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  ⭐️ 1 Star – Love almost everything… but this one flaw ruins it

  Closed larenl 31 views 2 comments 0 points Most recent by Flopbot August 2025Feedback
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  Savings Goal - Add New Types

  Active Flopbot 111 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
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  2

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  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 2 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Has anyone moved from Quicken Classic to Simplifi?

  Answered ✓ Closed drdively 185 views 4 comments 0 points Most recent by Flopbot August 2025Getting Started
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  Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

  Closed alkaboy 1 view 0 comments 1 point Most recent by alkaboy August 2025Feature Requests
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 92 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Merged: Expense Reports do NOT show both major category and sub-category

  Closed William Meese 1 view 0 comments 0 points Most recent by William Meese August 2025Report a Bug
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  Splitting a deposit

  Closed pattih 62 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  New Feature Alert: Print or Export Reports!

  Closed Coach Natalie 547 views 0 comments 3 points Most recent by Coach Natalie August 2025Updates From the Product Team
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  Filters on Cash Flow graph/report should be persistent when modified

  Closed kdwilson 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  Merged: Category field broken

  Closed mlhaynes02 1 view 0 comments 0 points Most recent by mlhaynes02 August 2025Using Reports
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  Berkshire Hathaway has the wrong logo (edited)

  Closed robinsta 26 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Add a List View to Savings Goals (edited)

  Active ajcrush 1 view 1 comment 4 points Most recent by Coach Natalie August 2025Feature Requests
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  Fidelity Sync and Add Errors

  Closed whyme 102 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts
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  Unable to automatically download transactions from TD

  Closed Harsh N 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  QCS-500 on every account

  Closed Williamcbrownjr 33 views 3 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  7

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  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 21 views 0 comments 7 points Most recent by Jerrod August 2025Feature Requests
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  2

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  Year-End Report Notation Log (edited)

  Michael23 12 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Web Release 4.70.0

  Closed Coach Natalie 241 views 0 comments 1 point Most recent by Coach Natalie August 2025Updates From the Product Team
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  Savings Goals and the Spending Plan

  Closed djob13 123 views 8 comments 2 points Most recent by DannyB August 2025Using Savings Goals
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  Merged: Income Categories like Expenses in Spending Plan

  Closed npshepherd95 11 views 0 comments 0 points Most recent by Coach Natalie August 2025Feedback
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  T. Rowe Price Retirement Plans - FDP-102 Error

  Closed TexAgDMZ257 556 views 38 comments 0 points Most recent by steventgray August 2025Adding and Updating Accounts
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  Merged: $ per day on dashboard [Edited]

  Closed horchatawhiz 1 view 0 comments 1 point Most recent by horchatawhiz August 2025Feedback
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  112
  Northwestern Mutual Life Insurance

  Completed Closed todd1 3.3K views 81 comments 112 points Most recent by Ebo11 August 2025Report Missing Financial Institution or Biller
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  Update on my one remaining achievement badge

  Closed DannyB 32 views 4 comments 0 points Most recent by DannyB August 2025Achievements
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  In Simplifi, Pending Transfer Transactions Across a Split

  Answered ✓ Closed RTBIII 24 views 4 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Coinbase Balance Only Showing One Coin Type

  Closed halletts 21 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Santander Consumer: QCS-500

  Closed RobWilk 24 views 3 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  truist still not able to connect (FDP-102)

  Closed Laventari 21 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Some Categories change for no reason

  Closed Thomas56 21 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting