Recent Discussions

Discussion List

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  New 'Income & Expense Report' Feature Requests

  Closed JJo 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 26 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Can't scroll to bottom of account list on ipad (web)

  Closed Cmac 579 views 36 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
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  Web Release 4.63.0

  Closed Coach Natalie 313 views 0 comments 0 points Most recent by Coach Natalie June 2025Updates From the Product Team
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  Morgan Stanley Checking Account Showing Up as a Brokerage

  Closed root62 121 views 7 comments 0 points Most recent by root62 June 2025Adding and Updating Accounts
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  Merged: Vanguard FDP-390 error

  Closed System 1 view 0 comments 0 points Most recent by cncb June 2025Adding and Updating Accounts
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  Remove Business from Space or Fresh Restart

  Closed R C 149 views 4 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 86 views 11 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
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  Merged: PLEASE add Cetera Advice works to SIMPLIFY

  Closed RiskyBizRoch 1 view 0 comments 0 points Most recent by RiskyBizRoch June 2025Adding and Updating Accounts
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  Morgan Stanley Mortgages

  Active kabob_rescind_focal 56 views 2 comments 2 points Most recent by marcusrm June 2025Report Missing Financial Institution or Biller
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  Quicken Business & Personal vs. Classic version?

  Answered ✓ LTskier 290 views 1 comment 0 points Most recent by Coach Kristina June 2025Getting Started
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  How do I update Quicken Simplifi software?

  Answered ✓ Closed Carole d 42 views 1 comment 0 points Most recent by nmnmnmnmn June 2025Getting Started
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  Savings Goal Changes for History

  Closed Bowlesace 16 views 1 comment 1 point Most recent by Coach Kristina June 2025Troubleshooting
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  Expense series reverting to old value

  Closed Bowlesace 3 views 1 comment 0 points Most recent by Coach Kristina June 2025Troubleshooting
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  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 13 views 0 comments 4 points Most recent by Flopbot June 2025Feature Requests
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  Using Simplifi without linking to banks

  Closed Just Me 118 views 1 comment 0 points Most recent by Flopbot June 2025Getting Started
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Link Manual Account to a Bank

  Answered ✓ Closed JFMAMJ 20 views 1 comment 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  Two Different Screens - Edge and Chrome

  Closed Dick_Davis 68 views 10 comments 0 points Most recent by Dick_Davis June 2025Troubleshooting
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  CFCU Community Credit Union - FDP-103 (edited)

  Closed MashaRasko 14 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 88 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Empower will not link

  Closed mrocks013 12 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 12 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  Add Jenius Bank (edited)

  Active Ken Ackerman 162 views 7 comments 5 points Most recent by mps79703 June 2025Report Missing Financial Institution or Biller
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  Merged: Jenius

  Closed mps79703 1 view 0 comments 1 point Most recent by mps79703 June 2025Report Missing Financial Institution or Biller
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  FDP-103 error with Raymour and Flanagan store card (My Online Account) [edited]

  Closed mthoman1 17 views 4 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  "Skip this one" in Enter Expense Transaction window

  Closed Broven 3 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Spending Plan "Planned Spending" Category Mergers And Rollover Changes/Inaccuracies

  Closed rmarcus88 51 views 5 comments 0 points Most recent by rmarcus88 June 2025Report a Bug
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  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 58 views 11 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Add Farmers State Bank of Hoffman, Illinois (edited)

  Dcf0998 11 views 0 comments 1 point Most recent by Dcf0998 June 2025Report Missing Financial Institution or Biller