Discussion List

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  Gobble Up Some Gratitude!

  Announcement Coach Natalie 32 views 2 comments 1 point Most recent by SRC54 November 6The Water Cooler
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  NEW 11/4/25: Crate and Barrel Credit Card returns an FDP-102 error

  Announcement Coach Natalie 11 views 0 comments 1 point Started by Coach Natalie November 4 Current Online Banking Issues
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  Web Release 4.82.0

  Announcement Closed Coach Natalie 195 views 0 comments 1 point Started by Coach Natalie November 3 Updates From the Product Team
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  NEW 11/3/25: NWPS Retirement Access returns an FDP-101 error

  Announcement Coach Natalie 4 views 0 comments 0 points Started by Coach Natalie November 3 Current Online Banking Issues
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  Transaction registers: we'd love your input

  Announcement Quicken Kirby 698 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
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  NEW 11/3/25: City and County CU returns an FDP-102 error

  Announcement Coach Natalie 25 views 0 comments 0 points Started by Coach Natalie November 3 Current Online Banking Issues
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  NEW 11/3/25: Discover Bank & Discover Card returning an FDP-4000 error

  Announcement Coach Natalie 141 views 0 comments 1 point Started by Coach Natalie November 3 Current Online Banking Issues
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  NEW 11/3/25: Honda Finance returns an FDP-108 error

  Announcement Coach Natalie 36 views 0 comments 0 points Started by Coach Natalie November 3 Current Online Banking Issues
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  The Community Meetup - October 2025 Edition

  Announcement Coach Natalie 545 views 4 comments 1 point Most recent by RobWilk October 2The Community Meetup Newsletter
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  How to post to the Community

  Announcement Closed Coach Kathryn 967 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 300 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community
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  Planned Spending Inaccurate

  viperguynaz 16 views 2 comments 0 points Most recent by SRC54 2:34PMReport a Bug
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  Merged: Check number field

  Closed scott1982 20 views 0 comments 1 point Most recent by scott1982 1:43PMReport a Bug
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  West Winds 72 views 11 comments 0 points Most recent by scott1982 1:43PMReport a Bug
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  cubateve 110 views 12 comments 3 points Most recent by SRC54 12:33PMFeedback
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  "Add to Planned Spend" button covers up transactions

  noahbramlett 7 views 2 comments 0 points Most recent by RobWilk 4:16AMReport a Bug
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  Allow the ability to tie Saving Goals to SoFi vaults

  Active scribblerjane 7 views 1 comment 1 point Most recent by DryHeat 2:19AMFeature Requests
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  The system recognize when money is just moving between accounts

  Active scribblerjane 10 views 1 comment 1 point Most recent by DryHeat 2:08AMFeature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk 1:07AMFeature Requests
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 907 views 51 comments 98 points Most recent by RobWilk 1:07AMFeature Requests
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  Savings goals need an "End Goal" option separately from "Delete Goal"

  Active RobWilk 9 views 0 comments 2 points Started by RobWilk 12:10AM Feature Requests
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 2.6K views 60 comments 246 points Most recent by RobWilk November 8Feature Requests
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  Spending Report Graph missing in at least some cases

  RobWilk 5 views 0 comments 0 points Started by RobWilk November 8 Report a Bug for Quicken Business & Personal
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  How to withdraw from savings goal?

  llamafilm 17 views 4 comments 0 points Most recent by RobWilk November 8Using Savings Goals
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  North Dakota 529 Aggregator account

  Active jmyers98 7 views 0 comments 1 point Started by jmyers98 November 8 Report Missing Financial Institution
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  Connect transactions/ attach spreadsheets to Savings Goals

  Active Jessica A 13 views 2 comments 3 points Most recent by DryHeat November 8Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 66 views 4 comments 14 points Most recent by DryHeat November 8Feature Requests
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  Looking for a paid Simplifi Coach.

  ken.acer 48 views 10 comments 0 points Most recent by ken.acer November 8Using the Spending Plan
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.5K views 70 comments 175 points Most recent by RobWilk November 8Feature Requests
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 30 views 4 comments 1 point Most recent by ejs November 8Report a Bug
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  Export missing data: the last straw :(

  Max1223 66 views 7 comments 1 point Most recent by SRC54 November 8Feedback
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 44 views 6 comments 5 points Most recent by SRC54 November 8Feature Requests
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  Baxter Credit Union Showing Debits as Credits (edited)

  cvwest 35 views 5 comments 0 points Most recent by cvwest November 8Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 124 views 18 comments 0 points Most recent by The Merg November 8Investments
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  Display of Uncategorized

  J3rabb 18 views 3 comments 0 points Most recent by Coach Jon November 7Managing Your Transactions
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  Simplifi Suggestions (edited)

  tomba51 27 views 3 comments 0 points Most recent by Coach Natalie November 7Feedback
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 71 views 7 comments 10 points Most recent by Saver89 November 7Feature Requests
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  Dismissing Bill Reminder removes charge from Cash Flow

  Answered michaeljcampbell 46 views 8 comments 0 points Most recent by RobWilk November 7Bills and Income
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  Accounts at TD Bank with separate login credentials being lumped together

  ejs 310 views 33 comments 0 points Most recent by Coach Natalie November 7Adding and Updating Accounts
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  Unknown Account holding part of savings goal?

  Answered ✓ gold3 29 views 3 comments 1 point Most recent by Coach Natalie November 7Using Savings Goals
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  [ONGOING] 10/24/25: Logix FCU returns an FDP-103 error

  Coach Natalie 172 views 1 comment 0 points Most recent by Coach Natalie November 7Current Online Banking Issues