Recent Discussions

Discussion List

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  Why has my Apple Wallet integration failed (Apple Card & Savings accounts not synching)?

  Closed P-Dog 119 views 3 comments 0 points Most recent by Coach Kristina September 29Adding and Updating Accounts
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  Zero balance on Checking & Savings accounts

  Closed lindsayla18 17 views 1 comment 0 points Most recent by lindsayla18 September 29Adding and Updating Accounts
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  Northwestern Mutual Life Insurance

  In Review todd1 2.6K views 66 comments 107 points Most recent by mdecina September 29Report Missing Financial Institution
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  "Calm and In Control" achievements not working for me

  RobWilk 123 views 12 comments 1 point Most recent by scottgildner September 29Report a Bug
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 93 views 3 comments 7 points Most recent by bestwiz September 28Feature Requests
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  Chase Bank is updating the balance ahead of clearing the transactions

  Closed SRC54 201 views 11 comments 1 point Most recent by SRC54 September 28Adding and Updating Accounts
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  PayPal Credit Transactions Stopped Downloading

  Closed System 657 views 35 comments 0 points Most recent by Coach Kristina September 28Adding and Updating Accounts
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  Merged: Link bill to credit card balance

  Closed cdorsi 5 views 0 comments 1 point Most recent by UrsulaA September 28Feature Requests
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  Biometric authentication + 2FA

  Closed Jonathan 21 views 2 comments 2 points Most recent by RobWilk September 27Feedback
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  Rules are inadequate

  Closed Dancerfrog 28 views 1 comment 0 points Most recent by Coach Natalie September 27Feedback
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  Add a Notification for new transactions that are posted and need to be reviewed (edited)

  Active Christaaay 244 views 18 comments 12 points Most recent by Christaaay September 27Feature Requests
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  Recurring transactions that are duplicates

  Answered ✓ Closed kscooley 34 views 2 comments 0 points Most recent by kscooley September 27Bills and Income
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  Empower balances not updating

  Closed Wedo778 1.7K views 70 comments 2 points Most recent by Coach Natalie September 27Adding and Updating Accounts
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  Edit Expense Series - Planned Spending

  Closed donnajean 56 views 8 comments 0 points Most recent by Coach Natalie September 27Report a Bug
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  Support Stock Options (edited)

  Active robinsta 14 views 1 comment 3 points Most recent by SimpliJSHL September 27Feature Requests
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  [ONGOING] 9/13/24: Balance Mismatch with Stifel Wealth Tracker

  Coach Natalie 84 views 1 comment 0 points Most recent by Coach Natalie September 27Current Online Banking Issues
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  Can't link Sofi Account. Getting FDP-102

  Closed meoge 117 views 8 comments 0 points Most recent by meoge September 27Adding and Updating Accounts
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  Credit Card transactions missing

  Closed rjbaumgart 63 views 11 comments 0 points Most recent by Coach Jon September 26Troubleshooting
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  Merged: Credit Card Transactions Missing

  Closed rjbaumgart 3 views 0 comments 0 points Started by rjbaumgart September 26 Report a Bug
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  Multiple credit card transactions suddenly appearing in Simplifi that don't seem to be mine

  Closed Jbono 41 views 2 comments 0 points Most recent by Coach Jon September 26Adding and Updating Accounts
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  Simplifi creating spurious "series" transaction

  Closed DavidB 59 views 5 comments 0 points Most recent by Coach Jon September 26Report a Bug
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  Newport Group no longer connecting - FDP-105 error (edited)

  Closed tragicview 135 views 16 comments 0 points Most recent by tragicview September 26Adding and Updating Accounts
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  LPL Financial Not connecting - FDP-101 error (edited)

  Closed DomB 191 views 9 comments 1 point Most recent by Coach Natalie September 26Adding and Updating Accounts
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 12 views 1 comment 0 points Most recent by Coach Natalie September 26Troubleshooting
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  Merged: Is anyone having a problem connecting to LPL?

  Closed Jep2015 5 views 0 comments 0 points Started by Jep2015 September 26 Adding and Updating Accounts
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 149 views 30 comments 1 point Most recent by kgpreet September 25Report a Bug
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  Merged: Percentages in the Reports Section graphs (edited)

  Closed EDG 7 views 0 comments 1 point Started by EDG September 25 Feature Requests
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 173 views 9 comments 31 points Most recent by EDG September 25Feature Requests
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  Web Release 4.26.0

  Closed Coach Natalie 344 views 0 comments 0 points Started by Coach Natalie September 25 Updates From the Product Team
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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 13 views 0 comments 1 point Started by LakGoy September 25 Feature Requests