Recent Discussions

Discussion List

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  Bills not showing up in spending plan

  Closed barrett 76 views 3 comments 0 points Most recent by Coach Natalie September 25Report a Bug
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  Please add EquatePlus to Simplifi

  Active woodswayne 125 views 1 comment 6 points Most recent by josh_shannon September 25Report Missing Financial Institution
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  Need to add new Provider as Prudential switched to wealth.emaplan.com for their backend

  Closed perrynmyers 30 views 2 comments 0 points Most recent by perrynmyers September 24Adding and Updating Accounts
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  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 538 views 26 comments 52 points Most recent by Arrowhead Adam September 24Feature Requests
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  Merged: Make it easier to add/edit monthly balances for manually tracked accounts

  Closed scottishbaribone 3 views 0 comments 1 point Started by scottishbaribone September 24 Feature Requests
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  Star One Credit Union all accounts showing zero balance

  Closed RajOnTrack 87 views 19 comments 0 points Most recent by Coach Jon September 24Adding and Updating Accounts
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  [ONGOING] 09/10/24: Manual Account Balance Issues

  Coach Jon 252 views 1 comment 5 points Most recent by Coach Jon September 24Known Product Issues
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  [ONGOING] 09/10/24: Checking Accounts Connected via Finicity Displayed as Brokerage Accounts

  Coach Jon 170 views 1 comment 2 points Most recent by Coach Jon September 24Current Online Banking Issues
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  Flag colors inconsistent between web and mobile

  ajbopp 48 views 4 comments 0 points Most recent by UrsulaA September 24Report a Bug
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  Flat Branch Home Loans

  Active esurratt 8 views 0 comments 1 point Started by esurratt September 24 Report Missing Financial Institution
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  Robinhood Performance not updating since March 7th 2024 (edited)

  reddog1987 227 views 35 comments 1 point Most recent by reddog1987 September 23Adding and Updating Accounts
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  Ability to have Flags in Investment Transactions (edited)

  Active UrsulaA 15 views 0 comments 2 points Started by UrsulaA September 23 Feature Requests
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  Best Buy Credit Card FDP-102 Error

  Closed jstipe66 39 views 5 comments 0 points Most recent by Coach Natalie September 23Adding and Updating Accounts
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  Actual spending versus target/budgeted amount

  Answered ✓ Closed ejs 34 views 2 comments 0 points Most recent by ejs September 23How do you Quicken Simplifi?
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  How to get data over 90 days old? (edited)

  Answered ✓ Closed Redfourjohnd 44 views 2 comments 0 points Most recent by Coach Natalie September 23Getting Started
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  Downloaded transactions are out of order (in random date order)

  Closed ThirdCoastFan 41 views 6 comments 0 points Most recent by ThirdCoastFan September 23Report a Bug
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 18 views 0 comments 0 points Started by UrsulaA September 23 FAQ Section
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  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 31 views 2 comments 0 points Most recent by maxtheinvest September 23Using Reports
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  Merged: Total Budget Overview in Planned Spending

  Closed Jeremiah.R.Akin 4 views 0 comments 1 point Started by Jeremiah.R.Akin September 23 Feature Requests
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  Macy's Credit Card disconnected and provided a Care Code FDP-102

  Closed UrsulaA 25 views 4 comments 0 points Most recent by RobWilk September 23Adding and Updating Accounts
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  Merged: Citi Best Buy Failing

  Closed Dave L 5 views 0 comments 0 points Started by Dave L September 23 Adding and Updating Accounts
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  Merged: TWR Including Cash Transactions

  Closed UrsulaA 19 views 0 comments 0 points Most recent by UrsulaA September 23Troubleshooting
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  Add graphs to accounts (edited)

  Active Arkitekt 16 views 0 comments 2 points Started by Arkitekt September 23 Feature Requests
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  Old Navy/Barclay Card US Care Code FDP-105

  Closed UrsulaA 24 views 2 comments 0 points Most recent by UrsulaA September 23Adding and Updating Accounts
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  Simplifi will not complete loading on Win11 Edge or Chrome

  Closed rhb327 35 views 3 comments 0 points Most recent by rhb327 September 22Troubleshooting
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 17 views 0 comments 5 points Started by RockLee September 22 Feature Requests
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  Multiple 2FA requests daily with Venmo (edited)

  Closed johnnyjoesifer 41 views 1 comment 0 points Most recent by Coach Kristina September 21Adding and Updating Accounts
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  Kohls credit card account working again

  Closed FutureEye 119 views 4 comments 2 points Most recent by Flopbot September 21Share your Success!
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  Citi Cards (Home Depot and Shell) FDP-102

  Closed damnedxer 56 views 3 comments 0 points Most recent by damnedxer September 20Adding and Updating Accounts
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  Lost connectivity to L.L.Bean Mastercard - Care code: FDP-102

  Closed brucelee1968 40 views 1 comment 0 points Most recent by Coach Jon September 20Adding and Updating Accounts