Best Of

Re: Privacy Mode: Share your feedback here!

I waited a couple of days to see if anyone would say what I thought, and @EL1234 and @jorder have done.

I am not sure that it would make much sense for me to show someone how Simplifi works without their seeing at least transaction and split amounts. I think it's great to hide the net worth and account balances.

But OTOH, none of my friends is much interested in keeping up with finances. I guess they are too rich. They just spend and don't worry about it and have professionals do their taxes, but how they get the stuff together to send to them is a mystery to me.

I even showed my best friend who is a retired bookkeeper, and his response was that he did that for a living and "I don't want to do it anymore". LOL

SRC54

1

Re: [ONGOING] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

ONGOING 12/31/25

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!

Coach Natalie

0

Re: Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

I followed up with Rocket Mortgage now they are merged with Mr. Cooper. The continuity with 3rd party apps has been severed and there are NO plans to connect with 3rd arty apps in the future. WHen I sent my frustration with the decision. They said they are sorry I felt this way. I canceled the account to remove the uncategorized transactions which throws off the net worth.

I am now opened a manual account.

TJ_JR2

1

Re: Advanced Security Needed in addition to simple password

Hello @KP_9,

Thanks for the reply. We can certainly understand the concern regarding security. I can confirm that we will not be merging the idea posts, but our product team is already working on adding MFA to the mobile app, which can be followed along with here:

https://community.simplifimoney.com/discussion/102/add-2-factor-authentication-multi-factor-authentication-to-app-edited-2-merged-votes

I hope this helps!

-Coach Jon

Coach Jon

1

Re: Define Your 2026 Finances in Just One Word

Spend

Randolph

2

Re: Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

This will be nice, given that is planned we cannot vote for it.

UrsulaA

1

Re: Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

@UrsulaA oh I didn't see it was planned. Coach Jon asked me to post it as an idea for some reason, so great news.

Max1223

2

Re: Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

A coach marked it as planned today. Thanks for posting @Max1223

UrsulaA

1

Re: Tags vs Notes

You can use tags in reports. You cannot use notes in reports. For eg: I have two cars (can apply to two kids too). I create tags for the two cars named Honda and Ford. In reports I can then see how much I spend on the Ford and how much on the Honda by using the tags. With notes you cannot do that. Notes are more like notes to self on a transaction. They show up in search like you said but cannot be used in reports.

rosachin21k

2

Re: Kelley Blue Book Integration: Share your feedback here!

Thanks - Nice to see I only owe a little more than twice my car's trade-in value.

RobWilk

1