Recent Discussions

Discussion List

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  Merged: Add UMB Card Services

  Closed gmac 4 views 0 comments 1 point Started by gmac October 26 Report Missing Financial Institution
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  Merged: Sitting here in Simplifi Limbo :(

  Closed EllieBean 8 views 0 comments 0 points Started by EllieBean October 26 Feedback
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  My Favorite Things - Food

  Flopbot 18 views 1 comment 0 points Most recent by SRC54 October 26How do you Quicken Simplifi?
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 443 views 20 comments 42 points Most recent by SRC54 October 25Feature Requests
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  Introduction

  Joe.Hoss 38 views 5 comments 0 points Most recent by SRC54 October 25Introduce yourself!
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  Can't add U.S. Bancorp Investments Accounts due to FDP-105 error (edited)

  buttersh 95 views 14 comments 0 points Most recent by Coach Natalie October 25Adding and Updating Accounts
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  Barclay Online CD/Savings Accounts Update

  sarahhhhhhhhhhhhhh 212 views 3 comments 0 points Most recent by Coach Jon October 25Adding and Updating Accounts
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  2-step verification

  deannah27 16 views 1 comment 0 points Most recent by Coach Jon October 25Feedback
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  Robinhood Joint Brokerage Account

  Active rks7 48 views 3 comments 2 points Most recent by kmtougas October 25Report Missing Financial Institution
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  US Bancorp Investments Connector FDP-105

  Krilun 27 views 3 comments 0 points Most recent by Coach Natalie October 25Adding and Updating Accounts
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  Apple Wallet Integration: Share your feedback here!

  Closed Coach Natalie 1.5K views 101 comments 3 points Most recent by Coach Natalie October 25Feedback
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  Zillow Integration: Share your feedback here!

  Closed Coach Natalie 944 views 69 comments 2 points Most recent by Coach Natalie October 25Feedback
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  Introducing Investment Transactions -- Share your feedback here!

  Closed Coach Nicole 1.9K views 59 comments 7 points Most recent by Coach Natalie October 25Feedback
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  Where is customize dashboard mobile app

  Closed jccordill 10 views 1 comment 0 points Most recent by Flopbot October 25Troubleshooting
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  FDP-102 error with American Express - Banking (edited)

  Closed vladimird 397 views 41 comments 0 points Most recent by vollmas October 25Adding and Updating Accounts
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  Acorns - Care Code: FDP-530

  Closed JoshCampbell 459 views 13 comments 1 point Most recent by Ant-Money October 24Adding and Updating Accounts
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 37 views 1 comment 4 points Most recent by Pantherino October 24Feature Requests
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  Schwab Retirement Technologies

  Active chrisnre 147 views 5 comments 3 points Most recent by chrisnre October 23Report Missing Financial Institution
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  Fidelity Credit card is showing positive balance instead of the Negative balance (edited)

  Closed anusuya 1.2K views 50 comments 4 points Most recent by whyme October 23Adding and Updating Accounts
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  Merged: Indicate amount allocated to savings goal in cash flow graph

  Closed racheltavara 5 views 0 comments 1 point Started by racheltavara October 23 Feature Requests
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  Savings Goal Contributions should reflect on Projected Cash Flow graph (2 Merged Vote)

  In Review cfoxcvg 398 views 18 comments 74 points Most recent by racheltavara October 23Feature Requests
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  Equitable Life Insurance connection issue FDP-101 (edited)

  Closed JoenKim 24 views 1 comment 0 points Most recent by Coach Jon October 23Adding and Updating Accounts
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  [ONGOING] 10/9/24: MasterPlan - Retirement Planning & Securian Retd. Center returning a 101 error

  Coach Natalie 71 views 1 comment 2 points Most recent by Coach Natalie October 23Current Online Banking Issues
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  Set up recurring transaction on a cash account

  Answered ✓ Closed MishaM 37 views 4 comments 0 points Most recent by SRC54 October 22Managing Your Transactions
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  Web Release 4.30.0

  Closed Coach Natalie 567 views 0 comments 4 points Started by Coach Natalie October 22 Updates From the Product Team
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  Bank of Hawaii returns FDP-107 Error

  Closed makapuu 73 views 4 comments 0 points Most recent by makapuu October 22Adding and Updating Accounts
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2K views 50 comments 139 points Most recent by Cavein October 22Feature Requests
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  Pending transactions not reflected in cash flow balance

  Closed Engaiging 63 views 7 comments 0 points Most recent by Coach Jon October 22Troubleshooting
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  Customize columns on reports (I'd like to see "Notes" on my report transactions)

  Closed Cavein 23 views 2 comments 2 points Most recent by Cavein October 22Using Reports
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  Amex transactions downloading to both Amex HYS accounts

  Closed System 20 views 3 comments 0 points Most recent by Coach Jon October 22Adding and Updating Accounts