Recent Discussions

Discussion List

• 
  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 760 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback
• 
  FDP-103 for Human Interest 401k Persisting

  Closed silalus 33 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Issue with Barclay's MFA

  Closed System 61 views 3 comments 0 points Most recent by Charles Collins August 2025Adding and Updating Accounts
• 
  Why doesn't Simplifi re-authenticate my credit card account?

  Answered ✓ Closed RPeters 56 views 5 comments 0 points Most recent by RobWilk August 2025Adding and Updating Accounts
• 
  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 34 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
• 
  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 68 views 2 comments -5 points Most recent by DannyB August 2025Feedback
• 
  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 94 views 6 comments 0 points Most recent by Dick_Davis August 2025Categories and Tags
• 
  For new Simplifi users

  Closed Donzee 54 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
• 
  Changed manual asset to investment and now balance shows zero

  Closed trewbux 22 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
• 
  Merged: "Unknown Goal" Keeping my Funds

  Closed YogiTheGolden 21 views 0 comments 0 points Most recent by Coach Kristina August 2025Report a Bug
• 
  Navy Federal "connection error" - FDP-350 (edited)

  Closed RobWilk 34 views 2 comments 0 points Most recent by RobWilk August 2025Adding and Updating Accounts
• 
  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 157 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting
• 
  how do I get a projected budget to generate?

  Answered ✓ Closed SweeTea 72 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
• 
  Releasing planned spend doesn't change the total in the Spending Plan (edited)

  Closed johnnydr4 45 views 3 comments 0 points Most recent by SRC54 August 2025Troubleshooting
• 
  Merged: Deleting a Savings Goal does not return the money to the account's available balance

  Closed Etch44 14 views 0 comments 0 points Most recent by Etch44 August 2025Using Savings Goals
• 
  Phone support

  Answered ✓ Closed Gerryd 166 views 2 comments 0 points Most recent by Coach Jon August 2025Feedback
• 
  Is there way to save retirement planning information? (edited)

  Answered ✓ Closed johnnydr4 47 views 2 comments 0 points Most recent by johnnydr4 August 2025Using the Retirement Planner
• 
  Can I Export Investment Transactions? (edited)

  Answered ✓ Closed Sauerbrunndaa 98 views 3 comments 0 points Most recent by Coach Natalie August 2025Investments
• 
  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 35 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
• 
  Add Lake Osceola State Bank (edited)

  Closed Jayme 2 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

  Answered ✓ Closed sazurb 160 views 1 comment 0 points Most recent by SRC54 August 2025Quicken Business & Personal Feedback
• 
  Navy Federal Credit Union Account Problem

  Closed John Light 42 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  2

  Up Down
  Icons for Transaction Types

  Active Dick_Davis 39 views 2 comments 2 points Most recent by Dick_Davis August 2025Feature Requests
• 
  6

  Up Down
  Add a comparison view to Watchlists (edited)

  Active Max1223 154 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
• 
  Hiding Transactions

  Answered ✓ Closed Billydo 40 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
• 
  Contributing to Savings Goals: Ability to Ignore Individual Contributions

  Closed DannyB 3 views 0 comments 0 points Most recent by DannyB August 2025Using Savings Goals
• 
  24

  Up Down
  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 396 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
• 
  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug
• 
  Merged: Incomplete downloads from Spending Reports

  Closed lwyman 1 view 0 comments 0 points Most recent by lwyman August 2025Report a Bug
• 
  FDP-106 error with Indiana CollegeChoice529 (edited)

  Closed FormerMinter 115 views 4 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts