Recent Discussions

Discussion List

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  Online Payments

  Answered ✓ Closed DougH 32 views 1 comment 0 points Most recent by DougH November 2024Bills and Income
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  Connection Errors to UMB Bank - HSA

  Closed jstipe66 86 views 17 comments 0 points Most recent by jstipe66 November 2024Adding and Updating Accounts
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  Full Payee descriptions are needed (edited)

  Active mjodotcom 172 views 46 comments 90 points Most recent by bling November 2024Feature Requests
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  Planned Spending @ Month's End

  Closed DannyB 20 views 0 comments 2 points Started by DannyB November 2024 Share your Success!
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  Unable to un-exclude transactions

  Closed swiggity 56 views 8 comments 0 points Most recent by swiggity November 2024Report a Bug
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  Unable to connect Amex HYS account

  Closed System 15 views 2 comments 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
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  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.2K views 48 comments 30 points Most recent by akogan November 2024Feature Requests
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  [ONGOING] 11/14/24: MOHELA - SoFi returns a 102 error

  Coach Natalie 83 views 1 comment 0 points Most recent by Coach Jon November 2024Current Online Banking Issues
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  [ONGOING] 11/13/24: Primis Bank - Digital Banking returning a FDP-102 error

  Coach Jon 105 views 1 comment 1 point Most recent by Coach Jon November 2024Current Online Banking Issues
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  Savings Goal: Add Ignored Icon

  Active Flopbot 21 views 2 comments 4 points Most recent by Coach Natalie November 2024Feature Requests
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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 23 views 2 comments 1 point Most recent by Coach Natalie November 2024Report Missing Financial Institution
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  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 19 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
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  Transaction rules update

  Closed Humanleg86 49 views 5 comments 0 points Most recent by SRC54 November 2024Feedback
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 87 views 2 comments 1 point Most recent by brianperry263 November 2024Feature Requests
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  Add Partner Colorado Credit Union to link

  In Review BigMac61 19 views 1 comment 1 point Most recent by GMerritt89 November 2024Report Missing Financial Institution
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 119 views 7 comments 2 points Most recent by Flopbot November 2024Feature Requests
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  Help with budgeting and viewing my monthly budget

  Closed Amanza 78 views 3 comments 0 points Most recent by Flopbot November 2024Using the Spending Plan
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  Add 'Averages' to Reports (edited)

  Active rb94 309 views 17 comments 44 points Most recent by brad08 November 2024Feature Requests
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  Categories with parentheses in the name showing amount of "$[object Object]"/$NaN (edited)

  Closed Kseniya 125 views 21 comments 0 points Most recent by Coach Jon November 2024Report a Bug
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  New to Simplifi - longtime Quicken user

  Closed LarryOld 90 views 6 comments 1 point Most recent by UrsulaA November 2024Introduce yourself!
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  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 62 views 6 comments 0 points Most recent by Coach Jon November 2024Report a Bug
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  Care code: FDP-103 with John Hancock Retirement Services (edited)

  Closed TTelesca 51 views 1 comment 0 points Most recent by Coach Jon November 2024Report a Bug
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  More robust goal feature

  Closed mcusey 44 views 3 comments 1 point Most recent by mcusey November 2024Using Savings Goals
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  Web App: Display the full category path when searching the categories list on transactions

  Active asheroto 18 views 0 comments 2 points Started by asheroto November 2024 Feature Requests
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  Platform Web App Update Notice

  Answered ✓ Closed TheReal702 47 views 7 comments 0 points Most recent by TheReal702 November 2024Getting Started
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  Balance Issues with Bank of America

  Closed System 89 views 12 comments 0 points Most recent by TheReal702 November 2024Adding and Updating Accounts
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  Chase Bank Balance WAY WRONG (edited)

  Closed NanP1017 136 views 6 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  Provide Option to Disable "Smart" Features

  Closed User20230826 54 views 3 comments 3 points Most recent by Coach Natalie November 2024Feedback
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  Merged: Incorrect Chase balance

  Closed System 7 views 0 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  [ONGOING] 11/12/24: Space Coast CU - "You have already added all your accounts at this bank" error

  Coach Natalie 110 views 1 comment 0 points Most recent by Coach Natalie November 2024Current Online Banking Issues