Recent Discussions

Discussion List

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  Mobile Release 5.32.0

  Closed Coach Natalie 182 views 0 comments 2 points Most recent by Coach Natalie June 2025Updates From the Product Team
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 45 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  Investment down 500% over 60 days?

  Closed Bella Li 11 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Hire a Dedicated Simplifi Coach/Consultant

  Answered ✓ Closed MC3 67 views 1 comment 0 points Most recent by Coach Natalie June 2025Getting Started
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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 55 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  Merged: Vehicle Value by VIN, Plate with State

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by SRC54 June 2025Feature Requests
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  Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists

  Closed rosachin21k 82 views 9 comments 0 points Most recent by rosachin21k June 2025Report a Bug
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  Fidelity CMA Account gets added as an investment account (edited)

  Closed Grenae0924 367 views 14 comments 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  Multiple Profiles

  Closed Stevefxp 276 views 2 comments 0 points Most recent by Flopbot June 2025Getting Started
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  Add Volkswagen Credit

  In Review lvmayhem 217 views 6 comments 9 points Most recent by willj92 June 2025Report Missing Financial Institution or Biller
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  What is the best video tutorial?

  Answered ✓ Closed Jr. Bait 131 views 3 comments 0 points Most recent by Coach Natalie June 2025Getting Started
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  Merged: Collapsing Accounts, Categories and Others

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 12 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 174 views 6 comments 13 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Widening Account Descriptions in the Accounts List (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Ability to see Cash Flow History (edited)

  cloudquick 34 views 5 comments 5 points Most recent by cloudquick June 2025Feature Requests
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 341 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  Merged: Add "Notes" field to Recurring Transactions

  Closed Dognose 1 view 0 comments 1 point Most recent by Dognose June 2025Feature Requests
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 77 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 108 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Wealthsimple

  Closed Jdmac45 11 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Quicken for Mac crashes constantly

  Closed macuser 12 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Cannot connect to your Bank

  Closed RunningBrave 15 views 1 comment 0 points Most recent by DannyB June 2025Adding and Updating Accounts
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  Merged: Robinhood brokerage cash duplication

  Closed rmquick25 1 view 0 comments 0 points Most recent by rmquick25 June 2025Adding and Updating Accounts
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  Allow the Other Spending Forecast to apply to the current month (edited)

  Active John Dressel 33 views 5 comments 1 point Most recent by DannyB June 2025Feature Requests
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  Merged: Please let us delete unwanted business categories!

  Closed PegSy 1 view 0 comments 1 point Most recent by PegSy June 2025Feature Requests
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  Mortgage Account has a $0 balance (edited)

  Closed ThisIsTiresome 133 views 7 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 123 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 283 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts