Recent Discussions

Discussion List

• 
  Is QBP basically the same as simplifi, but with more features?

  Answered ✓ Closed bonjiovanni 113 views 5 comments 0 points Most recent by Flopbot February 14Quicken Business & Personal Feedback
• 
  Merged: Automatic transfers from bank accounts counting towards saving goals.

  Closed WB1742 1 view 0 comments 1 point Started by WB1742 February 13 Feature Requests
• 
  1

  Up Down
  QBP: Leave Invoice Item Descriptions Blank (edited)

  Active robertanthony87 14 views 2 comments 1 point Most recent by robertanthony87 February 13Quicken Business & Personal Feature Requests
• 
  Experience Survey Hangs Up

  Closed ericksonjb 42 views 7 comments 0 points Most recent by TiggerTrainer February 13Feedback
• 
  Bill "Connect Biller" Specific Biller Not Working?

  Closed TiggerTrainer 61 views 6 comments 1 point Most recent by TiggerTrainer February 13Bills and Income
• 
  Balance on manual account is just wrong

  Closed Engaiging 73 views 11 comments 0 points Most recent by TiggerTrainer February 13Adding and Updating Accounts
• 
  Merged: Schedule updates

  Closed blist 1 view 0 comments 0 points Started by blist February 13 Feedback
• 
  Screen layout issue with Transaction Rules

  Closed TaxAvoidance301 25 views 5 comments 0 points Most recent by Coach Jon February 13Report a Bug
• 
  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 18 views 3 comments 0 points Most recent by SRC54 February 13Adding and Updating Accounts
• 
  Please add Capital Federal Bank in Topeka KS (edited)

  Closed kmg1019 11 views 1 comment 1 point Most recent by Coach Natalie February 13Adding and Updating Accounts
• 
  Tax Forms [hover] descriptions are a nice feature

  Closed Max1223 11 views 1 comment 2 points Most recent by Coach Natalie February 13Feedback
• 
  Merged: Make customized columns in spending plan "stick"

  Closed DryHeat 1 view 0 comments 1 point Started by DryHeat February 13 Feature Requests
• 
  Handling "Balance Forward" transactions properly

  Closed cweiland 17 views 1 comment 0 points Most recent by SRC54 February 13Managing Your Transactions
• 
  Merged: Ability to View Credit Limit and Utilization

  Closed Rodagave 1 view 0 comments 1 point Started by Rodagave February 13 Quicken Business & Personal Feature Requests
• 
  Merged: Add a debt management section

  Closed jjroman421 1 view 0 comments 2 points Most recent by RobWilk February 13Feature Requests
• 
  Tracking Credit Card Spending with Watchlist

  Closed Rick P 15 views 1 comment 1 point Most recent by Coach Jon February 12Using Watchlists
• 
  Calendar in Bills & Income (edited)

  Closed Arkitekt 21 views 1 comment 1 point Most recent by Coach Jon February 12Bills and Income
• 
  Ulta Beauty Ultimate Rewards Mastercard - FDP 103

  Closed damnedxer 218 views 10 comments 1 point Most recent by Coach Natalie February 12Adding and Updating Accounts
• 
  Merged: can't add Penfed account

  Closed supermatthew 1 view 0 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
• 
  Spending Plan doesn't recognize third level categories

  Closed Then13 68 views 7 comments 1 point Most recent by Coach Jon February 12Report a Bug
• 
  Please add Amundi Investments to the list of financial companies

  Closed Antwan68 11 views 1 comment 1 point Most recent by Coach Jon February 12Adding and Updating Accounts
• 
  Nationwide FDP-155 error

  Closed wit713 44 views 3 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
• 
  Automatic Category Assignment

  Closed RobertoT 27 views 3 comments 0 points Most recent by SRC54 February 12Managing Your Transactions
• 
  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 47 views 1 comment 0 points Most recent by Coach Natalie February 12Current Online Banking Issues
• 
  3

  Up
  Planet Home Lending - Mortgage service (edited)

  Active Midwestsusan 153 views 7 comments 3 points Most recent by lsgc123 February 12Report Missing Financial Institution
• 
  Merged: Shift+Click or Ctrl+Click to Select Multiple Transactions

  Closed iamsethd 1 view 0 comments 1 point Started by iamsethd February 12 Feature Requests
• 
  Merged: Can you please add Varo Bank to the available choices? This is my primary Personal Bank.

  Closed Brojsmith 11 views 0 comments 2 points Started by Brojsmith February 11 Report Missing Financial Institution
• 
  Unhiding one side of Recurring [Transfer] not reflected in spending plan

  Closed RobWilk 11 views 2 comments 0 points Most recent by RobWilk February 11Report a Bug
• 
  Is Simplifi using the wrong URL for Primis Digital Banking?

  Answered ✓ Closed iflyhg 73 views 6 comments 0 points Most recent by middlelevin February 11Adding and Updating Accounts
• 
  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 23 views 2 comments 0 points Most recent by Coach Jon February 11Feedback