Recent Discussions

Discussion List

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  Web Release 4.34.0

  Announcement Closed Coach Natalie 238 views 0 comments 0 points Started by Coach Natalie November 19 Updates From the Product Team
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  A Contest of Food! Which is Your Favorite?

  Announcement Coach Jon 79 views 9 comments 1 point Most recent by SRC54 November 19The Water Cooler
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  NEW 11/18/24: Capital One - "We're sorry, we hit a snag"

  Announcement Coach Natalie 105 views 0 comments -1 point Started by Coach Natalie November 18 Current Online Banking Issues
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  NEW 11/14/24: SoFi returns a 102 error

  Announcement Coach Natalie 27 views 0 comments 0 points Started by Coach Natalie November 14 Current Online Banking Issues
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  NEW 11/14/24: MOHELA - SoFi returns a 102 error

  Announcement Coach Natalie 10 views 0 comments 0 points Started by Coach Natalie November 14 Current Online Banking Issues
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  NEW 11/14/24: John Hancock Retirement Plan Services returns a 102 error

  Announcement Coach Natalie 39 views 0 comments 1 point Started by Coach Natalie November 14 Current Online Banking Issues
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  New Feature Alert: Transaction Rules Enhancements!

  Announcement Closed Coach Natalie 510 views 0 comments 10 points Started by Coach Natalie November 13 Updates From the Product Team
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  How to post to the Community

  Announcement Closed Coach Kathryn 745 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 256 views 0 comments 3 points Started by Coach Kathryn September 2019 Using the Community
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  Has anyone figured a good process for categorizing their Amazon purchases and bringing them in?

  Answered lts 5 views 1 comment 0 points Most recent by EL1234 5:56AMCategories and Tags
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  Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)

  In Review Bob1 2.7K views 123 comments 179 points Most recent by EL1234 5:48AMFeature Requests
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 164 views 5 comments 12 points Most recent by emkap 4:33AMFeature Requests
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  Limited Access with Space Sharing (edited)

  In Review MoneySkeets 300 views 5 comments 13 points Most recent by emkap 4:29AMFeature Requests
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  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 7 views 1 comment 1 point Most recent by RobWilk 3:18AMFeature Requests
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  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 183 views 34 comments 0 points Most recent by EL1234 3:04AMReport a Bug
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  Unlinking issues (mobile/web) for recurring transactions

  RobWilk 6 views 0 comments 0 points Started by RobWilk 2:56AM Report a Bug
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  Balance Issues

  TheReal702 696 views 105 comments 1 point Most recent by RobWilk 2:29AMAdding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 94 views 13 comments 2 points Most recent by Scotties 2:08AMAdding and Updating Accounts
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  Error - Care Code: FDP-104

  Mizer 17 views 4 comments 0 points Most recent by Mizer 1:55AMAdding and Updating Accounts
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  Chase Weekday Balance has the same issues as all the other banks (this is different than weekend)

  RobWilk 11 views 1 comment 0 points Most recent by RobWilk 1:49AMReport a Bug
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  T Rowe Price Retirement FDP-105 error

  Ad_Rock 60 views 9 comments 0 points Most recent by Ad_Rock 1:45AMAdding and Updating Accounts
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  Simplifi pricing - was $47 now is $71

  ps56k 1.3K views 63 comments 1 point Most recent by RobWilk 1:43AMFeedback
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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.1K views 24 comments 35 points Most recent by Rtb 1:06AMReport Missing Financial Institution
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  Action Sort - Dates out of Sequence

  neon45 2 views 0 comments 0 points Started by neon45 1:04AM Using Reports
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  Reports, Changing Time

  Question neon45 6 views 0 comments 0 points Started by neon45 12:30AM Using Reports
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  Investment Transaction Duplications (edited)

  neon45 380 views 57 comments 0 points Most recent by neon45 12:18AMInvestments
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  Split transactions should be treated as separate transactions (2 Merged Votes)

  Active bcrossman 3.6K views 126 comments 245 points Most recent by Sugarskull November 20Feature Requests
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  importing data from Quicken Classic Deluxe

  trtrlik 32 views 5 comments 1 point Most recent by DannyB November 20Getting Started
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  $NaN instead of dollars in reports for subcategories

  Kseniya 27 views 2 comments 0 points Most recent by SRC54 November 20Report a Bug
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  Can no longer hover on recurring series "circular arrows" icon to see which series is linked

  Duke0486 45 views 6 comments 0 points Most recent by Duke0486 November 20Report a Bug
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  iPad & Android Tablet Support: Share your feedback here!

  Announcement Coach Natalie 317 views 34 comments 2 points Most recent by RobWilk November 20Feedback
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  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 15 views 1 comment 4 points Most recent by Lytol November 20Feature Requests
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  Robinhood Gold Credit Card

  Active BluePianoFan 672 views 31 comments 20 points Most recent by Tacs November 20Report Missing Financial Institution
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  Buy/Sell Investment Transactions don't update Holdings

  akogan 13 views 1 comment 0 points Most recent by Coach Jon November 20Feedback
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  Show a total for each of the sections in Settings>Recurring (edited)

  Active TGP 63 views 7 comments 3 points Most recent by Coach Natalie November 20Feature Requests
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  Show Cash Balances separately in Portfolio and Balances sections of Investments (edited)

  Active ANDERMY 25 views 2 comments 1 point Most recent by Coach Natalie November 20Feature Requests
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  [RESOLVED] 8/12/24: Capital One Credit Cards - "You have already added all your accounts"

  Closed Coach Natalie 1.3K views 2 comments 8 points Most recent by Coach Natalie November 20Current Online Banking Issues
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  Merged: Simplifi for iPadOS is opening without asking for a password

  Closed Jlexky 9 views 0 comments 0 points Started by Jlexky November 20 Report a Bug
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 12 views 1 comment 1 point Most recent by Coach Natalie November 20Feature Requests