Best Of

Re: Bill Connect for Credit Cards: Share your feedback here!

I just enabled the feature, the amount is larger than current balance and is likely the statement balance. Will monitor.

RobWilk

1

Annoying reminder to install app for Simplifi

I keep getting these annoying reminders every minute to install Simplifi app every now and then even though I selected "don't remind me again".

msit

1

Re: Planned Spending Categories - % Month Remaining

Your suggestion is very similar to what is discussed her. It has a lot of votes.

https://community.simplifimoney.com/discussion/2087/spending-plan-show-totals-for-paid-spent-vs-upcoming-left-with-a-progress-bar-edited

DryHeat

1

Re: T. Rowe Price Retirement Plans - FDP-102 Error

Having the same issue here…again. Quicken, this feels like an every other week issue with you all. You gotta get this sorted out.

srings

1

Re: Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

I would rather have my account view collapsed or partially collapsed but the default view is expanded. When there are 30 or more listings it's just easier to view. Every time I change pages it resets the view to Expanded. IMHO this completely defeats the purpose of being able to collapse the view.

Please make the accounts view sticky so that it remembers how I have them configured not only when I change pages, but when I log in as well.

Greg-n-Texas

2

Presidents choice financial

better know to Canadians as PC financual, we are lacking the ability to add The PC master credit to simplifi. Please give update this is a deal breaker for me.

Carissalee

2

Re: Add Keyboard Shortcuts (edited)

Hello @SZR,

Thanks for the inquiry!

Sadly, I don't have an update to provide on this request at this time. We appreciate the bump, though, and I have now also added my vote here as I agree that this would be a great function to have!

Please be sure to stay tuned for future updates!

-Coach Natalie

Coach Natalie

1

Re: Add Keyboard Shortcuts (edited)

Hello @bickabah,

Thanks for posting your suggestion to the Community!

We do have an existing Idea post requesting a 'Date Range' Filter that would be great to have your vote on!

https://community.simplifimoney.com/discussion/359/need-a-select-all-transaction-and-or-date-range-filter#latest

With that being said, I have gone ahead and edited this request to only include the ability to select a group of transactions.

Please let me know if you have any questions!

-Coach Natalie

Coach Natalie

1

Re: Chase Cards not syncing [transactions] pre-2025 with Simplifi

Hello @tryingtosimplifi,

Thank you for reaching out with this question. In addition to the information @SRC54 provided, if these Chase accounts have been connected long enough that there should be information from 2024, there is one setting you can check.

In the account register, right below the words "Transaction Activity", there is a line that says "Showing Transactions Since (year)". If you hover your mouse cursor over that line, a gear icon will appear.

Screenshot 2025-07-20 at 12.31.11 PM.png

Clicking on that gear icon will bring up a Transaction History Settings menu.

Screenshot 2025-07-20 at 12.36.16 PM.png

Chose how much history you want visible in your register, then click Confirm. If you have transactions from that timeframe, adjusting this setting should make them visible.

I hope this helps!

Coach Kristina

1