Recent Discussions

Discussion List

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  5

  Up Down
  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 63 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  Amex 401 error

  Closed jason2 41 views 3 comments 0 points Most recent by jason2 October 2025Adding and Updating Accounts
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  Zillow Integration: Share your feedback here!

  Closed Coach Natalie 1.7K views 71 comments 2 points Most recent by Coach Natalie October 2025Feedback
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  Zillow address not found

  Closed kwillg 302 views 11 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Zillow address not found

  Closed gtseamus 121 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Web Release 4.79.0

  Closed Coach Natalie 341 views 0 comments 2 points Most recent by Coach Natalie October 2025Updates From the Product Team
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 143 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
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  Mobile Release 5.41.0

  Closed Coach Natalie 291 views 0 comments 1 point Most recent by Coach Natalie October 2025Updates From the Product Team
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  When will Health Equity issue not syncing investment account be fixed?

  Answered ✓ Closed ZeeBo22 122 views 5 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 81 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Can't delete a tag

  Closed WB1742 13 views 1 comment 0 points Most recent by Coach Kristina October 2025Troubleshooting
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  Editing Transactions for Previous Months is Insanely Frustrating

  Closed SirCharles 22 views 1 comment 0 points Most recent by RobWilk October 2025Troubleshooting
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  considering migrating to Quicken Business & Personal, how to migrate data

  Closed dhdurgee 411 views 5 comments 0 points Most recent by DannyB October 2025Getting Started
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  Simplifi triggers email from Apple? "You requested your purchase details" (through American Express)

  Closed khad 804 views 20 comments 0 points Most recent by SimplifyUserK October 2025Report a Bug
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  Transaction list not grouping by date correctly

  Closed strwrsdbz 81 views 5 comments 2 points Most recent by strwrsdbz October 2025Feedback
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 61 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
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  7

  Up Down
  Make Simplifi's "automatic" actions subject to user control in Settings

  Active DryHeat 83 views 4 comments 7 points Most recent by mluhring October 2025Feature Requests
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  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Most recent by JMQkn October 2025Feature Requests
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  Help with counting transfers as income (edited)

  Closed z1r 281 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 81 views 5 comments 0 points Most recent by DannyB October 2025How do you Quicken Simplifi?
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  Care credit : unable to connect at this time

  Closed RobWilk 111 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Space Coast Credit Union FDP-101

  Closed zaneb 83 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Numerica Credit Union FDP-106 error (edited)

  Closed nancyg77 31 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 3.8K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  X1 card still giving FDP-187 error

  Closed Julia11 121 views 10 comments 0 points Most recent by Julia11 October 2025Adding and Updating Accounts
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  Notifications Reappearing

  Closed TheReal702 511 views 39 comments 0 points Most recent by RobWilk October 2025Report a Bug
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 2.1K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2.4K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 21 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
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  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 154 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests