Recent Discussions

Discussion List

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  76

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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 1.4K views 26 comments 76 points Most recent by Moralessalsidoj July 1Feature Requests
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  Merged: Add Sankey Charts

  Closed Moralessalsidoj 1 view 0 comments 1 point Started by Moralessalsidoj July 1 Feature Requests
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  QBP: Tie Category tax groups to Business tax groups for the Taxes report (edited)

  Active Moralessalsidoj 22 views 0 comments 1 point Started by Moralessalsidoj July 1 Quicken Business & Personal Feature Requests
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  Mobile Release 6.26.0

  Closed Coach Natalie 176 views 0 comments 0 points Started by Coach Natalie July 1 Updates From the Product Team
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ Closed msp04977 35 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Recent Spending includes Income categories

  simpli_struggle 404 views 38 comments 0 points Most recent by SRC54 July 1Report a Bug
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 35 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Reports are not saving table column customizations (edited)

  cyberstackn 76 views 2 comments 2 points Most recent by cyberstackn July 1Troubleshooting
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  Investments dashboard card not matching between web and mobile (edited)

  Closed kdwilson 50 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting
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  Merged: New Idea: Investment time range match between web and app version

  Closed kdwilson 1 view 0 comments 0 points Started by kdwilson July 1 Feedback
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  Ability to delete a transaction with one click (edited)

  Active raffi 117 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
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  Option to "Move to Monday" when setting up Recurring Transactions

  Active Nabeelb227 41 views 1 comment 4 points Most recent by Coach Natalie July 1Feature Requests
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  Merged: Filter Cancellation on transaction screen

  Closed Simpli_User_101 1 view 0 comments 0 points Started by Simpli_User_101 July 1 Feedback
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  Merged: Compacted Search Bar

  Closed Simpli_User_101 11 views 0 comments 0 points Started by Simpli_User_101 July 1 Troubleshooting
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  Merged: Add/ Fix Investor360 link

  Closed CashMeOutside 1 view 0 comments 1 point Started by CashMeOutside July 1 Report Missing Financial Institution or Biller
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  Dismissing reminders should only dismiss that single reminder instance (edited)

  Active RobWilk 124 views 8 comments 11 points Most recent by Big Grumpy June 30Feature Requests
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  Merged: Unable to connect to Raymond James due to MFA issue (edited)

  Closed dtorg1955 81 views 0 comments 1 point Most recent by Coach Jon June 30Adding and Updating Accounts
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  Same amount split transfers don't link to separate transactions in receiving account (edited)

  Closed Big Grumpy 230 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 1 view 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Closed Flopbot 197 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
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  Net worth chart does not reflect opening balance - how to resolve? (edited)

  Answered ✓ Closed phaworth 217 views 22 comments 0 points Most recent by phaworth June 30Using the Net Worth Feature
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  Categorize receipts with AI and auto split transaction

  Closed dtorg1955 72 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  When I click on the bell to retrieve a message to me, I get a permission problem error (edited)

  Closed neon45 64 views 4 comments 0 points Most recent by neon45 June 29Using the Community
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  FDP-103 error accessing Path2college account on Simplifi (edited)

  Closed barthslb2 111 views 10 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Robinhood Transaction Wrong Sign

  Closed roshankarim 55 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Target Guest Card returning "Your bank is not available right now"

  Closed Coach Natalie 44 views 3 comments 0 points Most recent by EL1234 June 29Adding and Updating Accounts
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  ONGOING 6/29/26: Bank of America returns an FDP-105 error

  Coach Natalie 440 views 4 comments -1 point Most recent by Coach Natalie June 29Current Online Banking Issues
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  How to track loans out to family or friends? (edited)

  Answered ✓ Closed FrameAndFinance 86 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
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  Happen Bank FDP-155 (edited)

  Closed AsyncC 162 views 6 comments 1 point Most recent by looper33 June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 31 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests