Recent Discussions

Discussion List

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  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 27 views 4 comments 0 points Most recent by EL1234 February 6Categories and Tags
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 36 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  Merged: Kraken not tracking stocks holding correctly

  Closed tjipz 2 views 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts
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  Web Release 6.5.0

  Closed Coach Natalie 269 views 0 comments 0 points Most recent by Coach Natalie February 6Updates From the Product Team
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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 38 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 128 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.7K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Merged: New Reports (Beta) Feedback / feature gap

  Closed blaporte 7 views 0 comments 0 points Most recent by blaporte February 6Using Reports
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 13 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 35 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  CSV File Format

  Answered ✓ Closed lwyman 29 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 22 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Crate and Barrel Credit card issue is still there - FDP-102/FDP-103 (edited)

  Adeem Fenster 163 views 18 comments 1 point Most recent by Coach Jon February 5Adding and Updating Accounts
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  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 22 views 2 comments 8 points Most recent by TwelveSilverPennies February 5Feature Requests
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  260

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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.1K views 68 comments 260 points Most recent by geazx1 February 5Feature Requests
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 35 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 66 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  [ONGOING] 1/21/26: GM Financial Auto Loan returns FDP-106

  Coach Jon 82 views 1 comment 1 point Most recent by Coach Jon February 5Current Online Banking Issues
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 17 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  [ONGOING] 1/22/26: Multi-Factor Authentication Codes not being received with Microsoft Outlook

  Coach Jon 61 views 1 comment 0 points Most recent by Coach Natalie February 5Known Product Issues
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  Last Apple update Jan. 21 2026

  Closed N4KHQ 55 views 15 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Goals still show double balance on the latest version of iOS

  Closed System 117 views 20 comments 0 points Most recent by KSU_SecretSquirrel February 5Report a Bug
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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 156 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 52 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 20 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Invoice Feedback: Need "Enter/Return" key to be effective

  Closed jonathanstarward 12 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts
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  Savings Goals show wrong completion percentages and other incorrect info (edited)

  Closed MattS 50 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 35 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 21 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  QBP: Ability to delete ALL business categories (edited)

  Active Flopbot 133 views 7 comments 10 points Most recent by Midwest867 February 4Quicken Business & Personal Feature Requests