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Discussion List

• 
  Prompt asking to install Simplifi won't stay away

  Closed Phemfrog 253 views 11 comments 1 point Most recent by UrsulaA February 14
• 
  Unable to modify Series frequency.

  Closed Chris Carrick 22 views 1 comment 0 points Most recent by Coach Kristina February 13
• 
  Mobile App: Customize Dashboard still says "Upcoming"

  Closed ajbopp 72 views 7 comments 1 point Most recent by Coach Natalie February 13
• 
  Does the net worth history import template file work?

  Closed UrsulaA 69 views 5 comments 0 points Most recent by Coach Kristina February 11
• 
  Cancel subscription

  Closed Do-rh 73 views 1 comment 0 points Most recent by Coach Kristina February 11
• 
  Edit Series: Changing Amount Sign does not enable the Update button

  Closed ajbopp 22 views 1 comment 0 points Most recent by Coach Natalie February 9
• 
  Mobile App: Spending Plan dashboard card has misaligned text

  ajbopp 54 views 8 comments 0 points Most recent by Coach Natalie February 9
• 
  Merged: When “Less” should be “More”

  DannyB 1 view 0 comments 0 points Started by DannyB February 9
• 
  Mobile App: Incorrect Spending shown for Planned Spending in past 6 months when created from Web app

  Closed ajbopp 32 views 2 comments 0 points Most recent by ajbopp February 8
• 
  Design issue: Savings Goals on Dashboard displayed differently than other cards

  Closed ajbopp 42 views 6 comments 1 point Most recent by Coach Natalie February 8
• 
  Clicking on a month from the 'Spending' Dashboard card should open the Report to that month (edited)

  Closed RockLee 151 views 12 comments 7 points Most recent by UrsulaA February 8
• 
  Recurring Transfer Series - Exclude Money In from Spending Plan Bug

  Closed brad08 111 views 11 comments 0 points Most recent by UrsulaA February 8
• 
  Planned Spending edits revert and change on their own

  Closed Max1223 68 views 3 comments 1 point Most recent by Jds February 8
• 
  Planned spending "Shopping" category claims it is for Gifts.

  Closed zhaoz 54 views 3 comments 1 point Most recent by Coach Natalie February 7
• 
  Merged: Projected Cash Flow on web browser vs phone app differ/incorrect

  Jseagull 1 view 0 comments 0 points Started by Jseagull February 7
• 
  Edit Series Date in Recurring Transactions

  Closed Sheri 65 views 10 comments 0 points Most recent by Sheri February 7
• 
  Saving goals contributions recorded under the wrong month

  Closed budgeteer 43 views 4 comments 0 points Most recent by Coach Kristina February 6
• 
  Merged: Marcus Account Connection Issue

  mjs560 11 views 1 comment 0 points Most recent by lwyman February 6
• 
  reports are all incorrect

  Closed laura k 35 views 4 comments 0 points Most recent by laura k February 6
• 
  Why does payee get changed to something illogical instead of just matching the statement?

  Closed quick username 598 views 33 comments 1 point Most recent by UrsulaA February 5
• 
  Community Bug: Recent Discussions

  Closed ajbopp 33 views 2 comments 1 point Most recent by Coach Natalie February 5
• 
  Mobile - wrong keyboard displayed

  Closed ajbopp 35 views 3 comments 0 points Most recent by RobWilk February 5
• 
  Merged: Odd decimal number in email

  Marchaprl 11 views 0 comments 0 points Started by Marchaprl February 4
• 
  Notifications problem

  Closed llamafilm 103 views 6 comments 0 points Most recent by iakoubtchik February 2
• 
  Merged: Duplication issue - error in Spending Plan distribution and totals

  Luis Diego 11 views 0 comments 0 points Started by Luis Diego February 2
• 
  Merged: Duplication issue - error in Spending Plan Totals

  Luis Diego 12 views 0 comments 0 points Started by Luis Diego February 2
• 
  Transactions that are Reoccurring Bills show up as cleared and pending

  Closed abcdef 78 views 4 comments 0 points Most recent by ajbopp February 2
• 
  Merged: Still not working: LoanCare Servicing Center/Lakeview

  Marchaprl 1 view 0 comments 0 points Started by Marchaprl February 2
• 
  Watchlist not showing transaction totals

  Closed ajbopp 81 views 5 comments 0 points Most recent by Coach Natalie February 1
• 
  Why does the Simplifi webpage expose my full name and email address?

  Closed RobertInSF 132 views 12 comments 1 point Most recent by Coach Natalie February 1