Recent Discussions

I can't sync Quicken Simplifi with eTrade

Closed ItalianPunch 173 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Refresh not working for Fidelity and Vanguard (edited)

Closed richards_1025 67 views 5 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts

After my last update, my Porfolio was no longer available (edited)

Closed Mbb#3992122 5 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting

Replace current investment acts with new investment acts that have full cash acct capabilities

Closed RTK 45 views 3 comments 0 points Most recent by Coach Natalie July 2025Feedback

Merged: will transfer verification deposits be withdrawn?

Closed dcleck 1 view 0 comments 0 points Most recent by DryHeat July 2025Using Transfers

Excluded from Reports & Spending Plan Transactions

Answered ✓ Closed Stevefxp 121 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions

Payments/Deposits in Investment Accounts

Closed RTK 71 views 3 comments 0 points Most recent by RTK July 2025Feedback

4

Change the order of the "Planning" section in new navigation menu (edited)

Obsolete Closed DannyB 53 views 7 comments 4 points Most recent by DannyB July 2025Feature Requests

SIMPLIFI Personal and Business - stripe is not an option to add?

Closed MStar 32 views 2 comments 0 points Most recent by MStar July 2025Managing Businesses

12

Add a detailed warning when deleting accounts that users will lose their historical transactions

Active Membername 66 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests

2

Add support for the CBOE Canada (NEO) Exchange (edited)

Active akogan 43 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests

Set up mortgage as a Recurring Transfer or Recurring Bill?

Closed mamerica 50 views 2 comments 0 points Most recent by DryHeat July 2025Bills and Income

Mobile Releases 5.34.0 & 5.34.1

Closed Coach Natalie 293 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team

Import Records Beginning at a Specific Date

Answered ✓ Closed Stevefxp 42 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions

Fidelity brockerage transactions are no longer categorizing

Closed usrA12 43 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts

Merged: Indicate chronological progress in Planned Spending

Closed eli_shafer 1 view 0 comments 1 point Most recent by eli_shafer July 2025Feature Requests

Merged: TIAA not connecting for over one month! Care code: FDP-155

Closed ams-chicago 141 views 0 comments 1 point Most recent by carbonj July 2025Adding and Updating Accounts

Why are transaction downloads are becoming more problematic?

Closed dtnowell01 53 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback

Security Federal Savings Bank - IN - FDP-390 (edited)

Closed wyattladd 37 views 6 comments 0 points Most recent by wyattladd July 2025Adding and Updating Accounts

0

Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

Active azs0018 13 views 0 comments 0 points Most recent by azs0018 July 2025Feature Requests

Merged: Fidelity Account Connection Issues

Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 2025Adding and Updating Accounts

7

Allow future months to be selected in Reports/Show future transactions (edited)

Active Jeannette 89 views 5 comments 7 points Most recent by Coach Kristina July 2025Feature Requests

Quicken Simplifi in Europe (edited)

Answered ✓ Closed sasso 154 views 2 comments 0 points Most recent by Coach Kristina July 2025Quicken Business & Personal Feedback

Classic Starter Version and Savings Goals

Closed KJKRUSE 11 views 1 comment 0 points Most recent by SRC54 July 2025Troubleshooting

How do I add a Transfer Subcategory? (edited)

Answered ✓ Closed Stevefxp 58 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags

Merged: Make Reports allow date range to be in the future

Closed Karin C 1 view 0 comments 1 point Most recent by Karin C July 2025Feature Requests

"Opening Balance" transaction category?

Closed ejs 81 views 7 comments 0 points Most recent by ejs July 2025Managing Your Transactions

12

Ability to Share Reports (edited)

Active Matt C 191 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests

American Express - FDP-378 for 15 days now

Closed HotDog10101 2 views 2 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts

The Community Meetup - July 2025 Edition

Closed Coach Natalie 151 views 4 comments 1 point Most recent by DryHeat July 2025

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