Recent Discussions

Discussion List

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  Looking for a paid Simplifi Coach.

  ken.acer 57 views 9 comments 0 points Most recent by ken.acer November 8Using the Spending Plan
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  Export missing data: the last straw :(

  Max1223 84 views 7 comments 1 point Most recent by SRC54 November 8Feedback
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 50 views 6 comments 6 points Most recent by SRC54 November 8Feature Requests
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  Display of Uncategorized

  Closed J3rabb 22 views 3 comments 0 points Most recent by Coach Jon November 7Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 35 views 3 comments 0 points Most recent by Coach Natalie November 7Feedback
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  Dismissing Bill Reminder removes charge from Cash Flow

  Answered ✓ Closed michaeljcampbell 52 views 8 comments 0 points Most recent by RobWilk November 7Bills and Income
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  Accounts at TD Bank with separate login credentials being lumped together

  ejs 348 views 33 comments 0 points Most recent by Coach Natalie November 7Adding and Updating Accounts
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  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 33 views 3 comments 1 point Most recent by Coach Natalie November 7Using Savings Goals
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  [ONGOING] 10/24/25: Logix FCU returns an FDP-103 error

  Coach Natalie 263 views 1 comment -1 point Most recent by Coach Natalie November 7Current Online Banking Issues
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 5 views 0 comments 1 point Started by bethimusprime November 7 Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 40 views 5 comments 3 points Most recent by bethimusprime November 7Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 34 views 3 comments 2 points Most recent by RobWilk November 7Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 41 views 8 comments 1 point Most recent by RobWilk November 7Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 108 views 16 comments 6 points Most recent by RobWilk November 7Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 28 views 3 comments 7 points Most recent by RobWilk November 7Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 35 views 4 comments 0 points Most recent by tim40 November 7Categories and Tags
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  Navy FCU : FDP-105

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Jon November 6Adding and Updating Accounts
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2K views 86 comments 21 points Most recent by rjweisberg November 6Report Missing Financial Institution
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  TD Canada Trust connection issue

  Closed System 13 views 2 comments 0 points Most recent by Coach Jon November 6Adding and Updating Accounts
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  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 34 views 3 comments 0 points Most recent by Coach Jon November 6Adding and Updating Accounts
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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 3 views 0 comments 1 point Started by blazyt November 6 Report Missing Financial Institution
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  Second United Wholesale Mortgage URL

  In Review monroe 996 views 24 comments 9 points Most recent by blazyt November 6Report Missing Financial Institution
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 928 views 26 comments 66 points Most recent by J_M_F November 6Feature Requests
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  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 115 views 21 comments 0 points Most recent by ctanenbaum November 6Adding and Updating Accounts
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 30 views 5 comments 0 points Most recent by DryHeat November 5Using the Spending Plan
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  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 97 views 16 comments 0 points Most recent by DryHeat November 5Bills and Income
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 39 views 7 comments 2 points Most recent by DryHeat November 5Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 8 views 0 comments 2 points Most recent by RobWilk November 5Feature Requests
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  Gemini account not linking credit card

  GF-2025 723 views 55 comments 6 points Most recent by GF-2025 November 5Adding and Updating Accounts
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  Investments Performance tab not displaying correctly.

  Closed jgo 69 views 7 comments 0 points Most recent by Coach Jon November 5Report a Bug