Recent Discussions

Discussion List

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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.7K views 37 comments 46 points Most recent by willjames May 19Report Missing Financial Institution or Biller
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  E Trade connection started failing 2 days ago. FDP-102

  mwatson 286 views 17 comments 0 points Most recent by gfestian May 19Adding and Updating Accounts
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  Spending Report - I want to see transactions without clicking into a category (edited)

  Chigs 47 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  hatzberg 22 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 28 comments 75 points Most recent by SRC54 May 19Feature Requests
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  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  RobI 44 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Chris Davis 35 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Remove old accounts from view

  Closed djswizzz 22 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 222 views 27 comments 0 points Most recent by Coach Jon May 18Bills and Income
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  Closed bling 55 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 21 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  Ability to sort and group the Saved Reports list (edited)

  Steve M 21 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 99 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 446 views 28 comments 62 points Most recent by EL1234 May 17Feature Requests
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 22 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
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  Posting a transaction to a future date = no transaction

  Closed Jim Nissen 38 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
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  Printing Reports - Not Good

  Closed tannebil 38 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
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  Collapse All Months in Transaction table? (edited)

  Closed spamwich 43 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 33 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  Printing "Categories and Sub-Categories" from Settings (edited)

  Closed HeyHeyHoHo 38 views 3 comments 0 points Most recent by HeyHeyHoHo May 16Feedback
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  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 513 views 9 comments 15 points Most recent by HeyHeyHoHo May 16Feature Requests
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 74 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

  sgreenstonenj 251 views 50 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Unable to change the category on a linked refund (edited)

  Closed cloudquick 217 views 26 comments 0 points Most recent by Coach Jon May 15General Troubleshooting
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 26 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Credit Card Interest Details

  Closed SRC54 36 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 677 views 4 comments 4 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Merged: FDP-106 with Neuberger Berman (https://www.nbprivatewealth.com/)

  Closed zjrosenfeld987 1 view 0 comments 0 points Started by zjrosenfeld987 May 15 Adding and Updating Accounts
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  National Grid Bill Connect amount not updated in Simplifi (edited)

  Closed MishaM 17 views 1 comment 0 points Most recent by Coach Jon May 15Report a Bug
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  Linking multiple Chase logins (edited)

  Closed JP Mich 13 views 1 comment 0 points Most recent by Coach Natalie May 15Adding and Updating Accounts