Recent Discussions

Discussion List

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  Web Release 4.83.0

  Closed Coach Natalie 202 views 0 comments 1 point Started by Coach Natalie November 11 Updates From the Product Team
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  OceanFirst Bank -- transactions not syncing

  ejs 17 views 3 comments 0 points Most recent by Coach Jon November 11Adding and Updating Accounts
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  [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

  Coach Jon 718 views 3 comments 3 points Most recent by Coach Jon November 11Current Online Banking Issues
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.5K views 3 comments 9 points Most recent by Coach Jon November 11Current Online Banking Issues
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  CC Debt: The kind of thing i'm currently manually using Excel for (Simplifi 'could' use this)

  RobWilk 25 views 0 comments 0 points Started by RobWilk November 11 The Water Cooler
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  Should Simplifi show a category line in report where all transactions are excluded?

  DryHeat 29 views 3 comments 0 points Most recent by SRC54 November 11Using Reports
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.2K views 98 comments 51 points Most recent by Robcos November 11Report Missing Financial Institution
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 15 views 0 comments 2 points Started by DryHeat November 11 Feature Requests
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 55 views 8 comments 1 point Most recent by SRC54 November 10Report a Bug
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  MCP Server

  Active MtnCreed 37 views 5 comments 0 points Most recent by MtnCreed November 10Feature Requests
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  Ally Bank Connection FDP-103 (edited)

  ScottD 18 views 1 comment 0 points Most recent by Coach Jon November 10Adding and Updating Accounts
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  Amex HYS $0 Balance (edited)

  quickdave 54 views 6 comments 0 points Most recent by Coach Jon November 10Adding and Updating Accounts
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  Why no Black Friday deal for existing customers

  rismeyer 55 views 1 comment 0 points Most recent by Coach Jon November 10Feedback
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  Spending Report Graph missing in at least some cases

  RobWilk 25 views 5 comments 0 points Most recent by Coach Jon November 10Troubleshooting
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 134 views 19 comments 0 points Most recent by Coach Jon November 10Investments
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  Where to start... Here are my top four so far.

  jimhoflen 28 views 1 comment 1 point Most recent by Coach Kristina November 10Feedback
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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 612 views 2 comments 29 points Most recent by Stu B November 9Feature Requests
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  Planned Spending Inaccurate

  viperguynaz 30 views 2 comments 0 points Most recent by SRC54 November 9Troubleshooting
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  Merged: Check number field

  Closed scott1982 20 views 0 comments 1 point Most recent by scott1982 November 9Report a Bug
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  cubateve 129 views 12 comments 4 points Most recent by SRC54 November 9Feedback
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  "Add to Planned Spend" button covers up transactions

  noahbramlett 13 views 2 comments 0 points Most recent by RobWilk November 9Troubleshooting
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  Merged: Allow the ability to tie Saving Goals to SoFi vaults

  Closed scribblerjane 14 views 0 comments 1 point Most recent by DryHeat November 9Feature Requests
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 342 views 8 comments 15 points Most recent by DryHeat November 9Feature Requests
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  The system recognize and correctly categorize transfers between accounts [Edited]

  scribblerjane 24 views 1 comment 1 point Most recent by DryHeat November 9Feedback
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  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk November 9Feature Requests
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 936 views 51 comments 99 points Most recent by RobWilk November 9Feature Requests
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  How to withdraw from savings goal?

  llamafilm 36 views 4 comments 0 points Most recent by RobWilk November 8Using Savings Goals
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 11 views 0 comments 1 point Started by jmyers98 November 8 Report Missing Financial Institution
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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 21 views 2 comments 3 points Most recent by DryHeat November 8Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 67 views 4 comments 14 points Most recent by DryHeat November 8Feature Requests