Recent Discussions

Discussion List

• 
  Projected Low Bank Balance Notice Generating Even after $$ Threshold Change

  Closed Jbweb316 22 views 1 comment 0 points Most recent by Coach Jon April 21Troubleshooting
• 
  Merged: Any resolution to connecting to Raymond James Financial? FDP-155 (edited)

  Closed Laltshul 11 views 0 comments 0 points Most recent by heatherm April 21Adding and Updating Accounts
• 
  3

  Up Down
  Privacy Mode: Ability to hide just account totals (edited)

  Active cbear749 12 views 1 comment 3 points Most recent by SRC54 April 21Feature Requests
• 
  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 24 views 1 comment 0 points Most recent by SRC54 April 21Feedback
• 
  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 33 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
• 
  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  Closed savvvvy 17 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
• 
  Merged: Have there been any updates to the Barclay connection issue?

  Closed GyuriMoney 161 views 0 comments 0 points Most recent by GyuriMoney April 21Adding and Updating Accounts
• 
  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 39 views 3 comments 0 points Most recent by EL1234 April 21Feedback
• 
  Merged: Include Transfers in Reports OR Create Recurring Manual Transactions Automatically

  Closed ewd_20834756 1 view 0 comments 1 point Started by ewd_20834756 April 20 Feature Requests
• 
  Fix past balance on loan account?

  Answered ✓ Closed trewbux 44 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
• 
  119

  Up Down
  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 915 views 37 comments 119 points Most recent by MishaM April 20Feature Requests
• 
  Merged: Planned Spend Summary

  Closed asifgahmad 1 view 0 comments 1 point Started by asifgahmad April 20 Feature Requests
• 
  82

  Up Down
  Ability to see a Total/Summary for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 907 views 60 comments 82 points Most recent by asifgahmad April 20Feature Requests
• 
  SEI Client Connect FDP-101 (edited)

  Closed davidcwalls 50 views 5 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
• 
  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 798 views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
• 
  0

  Up Down
  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 1 view 0 comments 0 points Started by Stu B April 20 Feature Requests
• 
  Deletion Security Prompts

  Closed Simpli_User_101 38 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
• 
  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Closed Stu B 13 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
• 
  Recurring History Missing with Bill Connect On (edited)

  Closed tvlkidd 23 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
• 
  Chase Bank Checking classified as Investment Account

  Closed JAXmultiplat 13 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
• 
  1

  Up Down
  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 14 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
• 
  1

  Up Down
  Sort Watchlists by "Current Spending" [Edited]

  Active Couldever 244 views 0 comments 1 point Started by Couldever April 19 Feature Requests
• 
  72

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

  Active Pchamb1998 1.2K views 24 comments 72 points Most recent by eliot.choi April 19Feature Requests
• 
  Merged: Add a "Transfers" category to Spending Plan

  Closed cyberstackn 11 views 0 comments 2 points Most recent by EL1234 April 19Feature Requests
• 
  16

  Up Down
  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 146 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
• 
  Merged: Adding Tags to Split Transactions now requires clicking 3-dot menu. NOT GOOD.

  Closed MorganG48 1 view 0 comments 0 points Started by MorganG48 April 18 Feedback
• 
  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
• 
  54

  Up Down
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 519 views 29 comments 54 points Most recent by Levanima April 18Feature Requests
• 
  113

  Up Down
  Full Payee descriptions are needed (edited)

  In Review mjodotcom 871 views 64 comments 113 points Most recent by n2it April 18Feature Requests
• 
  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback