Recent Discussions

Discussion List

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  Merged: Editing saved report name in title area does not persist

  Closed RobI 11 views 0 comments 0 points Most recent by SRC54 May 31Report a Bug
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  Merged: Save Filtering Selections in Investments

  Closed swterry91 1 view 0 comments 1 point Started by swterry91 May 30 Feature Requests
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 2.2K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests
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  Revising Prior Invoices

  Answered ✓ Closed Mortimer Duke 24 views 1 comment 0 points Most recent by Coach Kristina May 30Invoices, Estimates, & Sales Receipts
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  Projected bank balance does not seem to track recurring income correctly

  Closed RobI 22 views 3 comments 0 points Most recent by Coach Kristina May 30Projected Cash Flow
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  Bill Connect: UGI Utilities [Edited]

  Active wellybaez 11 views 0 comments 1 point Started by wellybaez May 30 Report Missing Financial Institution or Biller
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 52 views 3 comments 7 points Most recent by Coach Kristina May 30Feature Requests
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  Education Tax Line Item

  Closed Kpas 12 views 1 comment 0 points Most recent by SRC54 May 30Feedback
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  Split transfers are not being excluded from reports by default (edited)

  Closed Steve M 120 views 10 comments 2 points Most recent by ejs May 29Troubleshooting
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  Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

  Closed Adeem Fenster 260 views 21 comments 1 point Most recent by Coach Natalie May 29Adding and Updating Accounts
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  Apple balances are opposite what they should be (edited)

  Closed FutureEye 383 views 19 comments 1 point Most recent by SRC54 May 29Adding and Updating Accounts
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  Merged: Insurance

  Closed eremole 1 view 0 comments 1 point Started by eremole May 29 Feature Requests
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  Functionality to track Insurance Policies

  Active Skyfox675 243 views 5 comments 11 points Most recent by eremole May 29Feature Requests
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  Amortization Schedule for Loans

  Active nicksimard 296 views 7 comments 24 points Most recent by TiggerTrainer May 29Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 162 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests
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  Include Rollover Amounts in Planned Spending Notifications (edited)

  Active TiggerTrainer 36 views 5 comments 9 points Most recent by TiggerTrainer May 29Feature Requests
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  Investments Dashboard Total Incorrect (edited)

  Closed MoMoney99 110 views 8 comments 0 points Most recent by MoMoney99 May 29Troubleshooting
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  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 824 views 30 comments 59 points Most recent by TiggerTrainer May 29Feature Requests
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 62 views 5 comments 6 points Most recent by TiggerTrainer May 29Feature Requests
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  Unable to connect to Guild Mortgage - Guild Customer Login FDP-101

  Closed divegoga 46 views 1 comment 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts
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  Can not change Investment Transaction Category with $0 Total Amount (edited)

  Closed neon45 61 views 5 comments 0 points Most recent by SRC54 May 29Troubleshooting
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  SchoolsFirst FDP-103 (edited)

  Closed Tim Etherington 79 views 7 comments 0 points Most recent by Coach Natalie May 29Adding and Updating Accounts
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  Import transactions from CSV no longer triggering Rules

  Bernardo 431 views 30 comments 0 points Most recent by Heros K2 May 28Report a Bug
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  feedback for support ticket # 12433005 (edited)

  Closed Jseagull 32 views 1 comment 1 point Most recent by Coach Natalie May 28Feedback
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  Idaho College Savings - error 170 (edited)

  Closed Kchingon 284 views 22 comments 1 point Most recent by Coach Natalie May 28Adding and Updating Accounts
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  How do we add Quest529.com accounts to Simplifi?

  Closed NumberOne 24 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  Add a dashboard card for Subscriptions (edited)

  Active Tango200 13 views 0 comments 2 points Started by Tango200 May 28 Feature Requests
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  Support for bank "Pay Over Time" payment plans (edited)

  Active DigitJedi 12 views 0 comments 2 points Started by DigitJedi May 28 Feature Requests
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  Web Release 6.21.0

  Closed Coach Natalie 221 views 0 comments 1 point Started by Coach Natalie May 28 Updates From the Product Team
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  Feature Requests: Bulk Actions & Reporting

  Closed ah2800 16 views 1 comment 0 points Most recent by Coach Natalie May 28Feedback