Best Of
Re: Saved Filters in Reports and Registers [edited] (2 Merged Vote)
Hello,
My wife and I like to look at our spending reports differently to understand our expenses. Each time we view our spending reports I have to go through a process of adding and removing filters to see the different expense amounts. Could you please add in the ability to "Save a View" similar to a saved search, where I can set all the filters I'd like to see on a regular basis and save those. That way when I want to jump between what's important to me and my wife instead of the time consuming process of resetting all the filters I can just tap a button and have all the selected filters automatically applied.
Keep up the great work.
Best
Saverzzz
Re: Ability to download or print Reports [edited] (1 Merged Vote)
Printing reports would be cool, I would also like the reports to be sent as a email to my spouse and I at the end of every month/quarter/year.
Moving a transaction to a future date disappears and does not generate a reminder
Hi - I hope someone can help me with this. I've been trying to date transactions is the future to account for the date in which they accrue. For example, I purchase a flight in Jan but I will only be flying on May, so I would change the date of the transaction to a future date and expect to get a reminder associated with the transaction on based on this article.
My efforts have been in vain, and I cannot see to find the transaction nor the reminder based on the new future date. Can someone explain if I am doing something wrong here or it is a bug?
Re: Deleted Savings Goals do not release funds in Accounts List (edited)
@RiversideKid & @mtemple12, this issue has been escalated. Please follow our Alert for updates.
Thank you for your patience as we work to resolve this matter!
Re: CSV file upload issue
Could there be a setting on that particular account that prevents older transactions from showing?
Yes, there could be. Look under the Transaction Activity label and see if it says "Showing All Transactions." If it doesn't, hover over the "Showing Transactions…" text to reveal a gear icon. Click on that to open a form for setting the time period for transactions to be shown.
DryHeat
Re: [ONGOING] 8/12/25: Multiple College Savings Plans returning an FDP-106 error
ONGOING 8/26/25
This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
Re: New Feature Alert: Estimates for Quicken Business & Personal!
Estimates is now live to all users!
Re: Add OneFinance/OnePay to Supported Banks (edited)
The lack of OnePay support is very problematic for Simplifi customers. OnePay is a fast growing card/bank, and they are offering 5% cash back on purchases at the largest big box store in the country, which will make them even more utilized across Simplifi's user base over the next few months. I highly recommend Simplifi consider adding support soon, otherwise you'll continue to see more users upset about lack of support.
glennf14
Re: Using "Reset report" does not stick (edited)
@DryHeat, I just used the "reset report" option on all of my reports yesterday and then checked them again this morning. You should be able to proceed with using your reports (aside from working around the bug) as normal, while the issue is being worked on.
Thanks!
Re: Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)
@RobWilk, thank you for bringing this issue to the attention of the Community!
It looks like our product team has already identified this bug in both the Income & Expense and Profit & Loss Reports. We will follow the ticket that was filed and post back here with updates as they're received.
SIMPL-29423