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Recent Discussions

The Community is getting a makeover!

Announcement Coach Natalie 58 views 3 comments 1 point Most recent by Chrobrego 3:59AMAnnouncements
NEW 1/30/23: Nordstrom Card Account returns a 102 error

Announcement Closed Coach Natalie 16 views 0 comments 0 points Started by Coach Natalie January 30 Current Online Banking Issues
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Announcement Closed Coach Natalie 15 views 0 comments 0 points Started by Coach Natalie January 27 Current Online Banking Issues
Web Releases 3.72.0 & 3.72.1

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NEW 1/24/23: Public returns a 106 error

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Share your favorite knock knock joke!

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We want your feedback on the Spending Plan!

Announcement Coach Natalie 1.7K views 91 comments 3 points Most recent by Chrobrego January 21Announcements
List of Known Issues

Announcement Closed Coach Natalie 95 views 0 comments 1 point Started by Coach Natalie January 18 Announcements
Tell us how you use Simplifi!

Announcement Coach Tappan 1.3K views 55 comments 7 points Most recent by ajbopp January 17How do you Simplifi?
How to post to the Community

Announcement Closed Coach Kathryn 164 views 0 comments 3 points Started by Coach Kathryn September 2019 Using the Community
Getting the most out of the Community

Announcement Closed Coach Kathryn 136 views 0 comments 1 point Started by Coach Kathryn September 2019 Using the Community
Missing transaction with Amex and wrong balance

Far 2 views 0 comments 0 points Started by Far 6:15AM Adding and Updating Accounts
Spending Plan shows phantom numbers

Chrobrego 4 views 0 comments 0 points Started by Chrobrego 6:10AM Report a Bug
Spending Plan Double Dips in categories

Chrobrego 3 views 0 comments 0 points Started by Chrobrego 5:40AM Report a Bug
Some pop-ups don't render well on smaller screens

smiklakhani 3 views 0 comments 0 points Started by smiklakhani 4:42AM Feedback
Spending Plan: Income should be separate from bills and saving

Chrobrego 2 views 0 comments 0 points Started by Chrobrego 4:21AM Feedback
Transfers with different dates are not linking

Answered atp 20 views 2 comments 0 points Most recent by Flopbot 4:19AMManaging your Transactions
1

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Add running balances

Active aalstot 6 views 0 comments 1 point Started by aalstot 4:13AM Feature Requests
Recurring transactions going wonky

Boydston 98 views 17 comments 0 points Most recent by Chrobrego 3:55AMReport a Bug
Don't feel like we are being supported with any urgency.

bobluck 25 views 3 comments 0 points Most recent by Chrobrego 3:47AMFeedback
Unable to add AMEX Savings account (edited)

Answered ✓ duffythered 26 views 2 comments 0 points Most recent by duffythered 1:46AMAdding and Updating Accounts
Handling bills that are less than monthly in the spending plan

cfields 5 views 0 comments 0 points Started by cfields 1:34AM Using the Spending Plan
38

Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

In Progress bcrossman 409 views 22 comments 38 points Most recent by cfields 1:19AMFeature Requests
Itemizing Paycheck - Improve "Spending Plan"

kevlar68 6 views 0 comments 0 points Started by kevlar68 12:56AM Feedback
5

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Stop automatic category assignment/leave category blank for downloaded transactions (edited)

Active CodePoet 104 views 8 comments 5 points Most recent by Coach Natalie January 30Feature Requests
Accounts fail to update, even when manually prompted

thsourg 13 views 1 comment 0 points Most recent by Coach Natalie January 30Adding and Updating Accounts
Why does Bank Balance include transactions in Simplifi that aren't known by my bank yet?

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Does Simplifi hate Safari? Login problems consistently.

Chrobrego 13 views 2 comments 0 points Most recent by Coach Natalie January 30Troubleshooting
Incorrect shares and market value for T. Rowe Price account

System 100 views 20 comments 0 points Most recent by Coach Natalie January 30Investments
1

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Provide an indication that an action was not ignored/did not silently fail (edited)

Active thsourg 15 views 0 comments 1 point Started by thsourg January 30 Feature Requests
21

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Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

Active mazar1977 131 views 5 comments 21 points Most recent by thsourg January 30Feature Requests
Merged: Allow for customization of each panel in the dashboard.

thsourg 3 views 0 comments 1 point Started by thsourg January 30 Feature Requests
78

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Link from Transaction to 'take from' Savings goal (1 Merged Vote)

In Review achester99 401 views 12 comments 78 points Most recent by Coach Natalie January 30Feature Requests
Z fold, folded, unusable

RobWilk 40 views 10 comments 0 points Most recent by Coach Natalie January 30Report a Bug
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Mike T 89 views 22 comments 0 points Most recent by Coach Natalie January 30Adding and Updating Accounts
3.72 broke loan current balance?

MrGood 41 views 4 comments 0 points Most recent by Coach Natalie January 30Report a Bug
Bank of the west - no transactions

ELS 12 views 1 comment 0 points Most recent by Coach Natalie January 30Adding and Updating Accounts
11

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Add Notes Field To Upcoming Transactions

Active Tickko 39 views 4 comments 11 points Most recent by Jeannette January 30Feature Requests
Has anyone had success accessing USAA while using Symantec VIP?

Answered Micah S 17 views 3 comments 0 points Most recent by Coach Natalie January 30Adding and Updating Accounts

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