Recent Discussions

Discussion List

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  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 35 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  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
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  Fix past balance on loan account?

  Answered ✓ Closed trewbux 43 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 940 views 37 comments 120 points Most recent by MishaM April 20Feature Requests
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  Merged: Planned Spend Summary

  Closed asifgahmad 1 view 0 comments 1 point Started by asifgahmad April 20 Feature Requests
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  SEI Client Connect FDP-101 (edited)

  Closed davidcwalls 53 views 5 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 852 views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 4 views 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Deletion Security Prompts

  Closed Simpli_User_101 35 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Closed Stu B 11 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Recurring History Missing with Bill Connect On (edited)

  Closed tvlkidd 25 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
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  Chase Bank Checking classified as Investment Account

  Closed JAXmultiplat 34 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 13 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Sort Watchlists by "Current Spending" [Edited]

  Active Couldever 243 views 0 comments 1 point Started by Couldever April 19 Feature Requests
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 147 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  Merged: Add a "Transfers" category to Spending Plan

  Closed cyberstackn 11 views 0 comments 2 points Most recent by EL1234 April 19Feature Requests
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  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
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  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
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 536 views 29 comments 54 points Most recent by Levanima April 18Feature Requests
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  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
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  Merged: Actual vs Planned

  Closed JanB 1 view 0 comments 1 point Started by JanB April 18 Feature Requests
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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 758 views 28 comments 103 points Most recent by JanB April 18Feature Requests
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  Unable to find WBREOX in the holdings list (edited)

  Closed jmqn7 34 views 3 comments 0 points Most recent by Coach Jon April 17Investments
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 3 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
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  What happened to Spending by Month Report? (edited)

  Closed elishearn 56 views 4 comments 0 points Most recent by elishearn April 17Using Reports
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  Unable to connect with Prudential and Raymond James Financial

  Closed ctanenbaum 52 views 1 comment 0 points Most recent by Coach Jon April 17Adding and Updating Accounts
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  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 432 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 81 views 4 comments 10 points Most recent by cloud April 17Feature Requests
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  Closed System 52 views 9 comments 1 point Most recent by EL1234 April 17Feedback
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  Ability to remove the app "Select" bar at top of Simplifi Wep App using iPad Safari (edited)

  Active Jlexky 4 views 0 comments 1 point Started by Jlexky April 17 Feature Requests