Recent Discussions

Discussion List

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  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 133 views 20 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 51 views 6 comments 1 point Most recent by admarkowitz November 2025Report Missing Financial Institution
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  Gift a Simplifi subscription (edited)

  Active cczh 487 views 5 comments 19 points Most recent by TiggerTrainer November 2025Feature Requests
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  When will J. Crew's credit card be added?

  Answered ✓ Closed surelyshirly 79 views 9 comments 0 points Most recent by surelyshirly November 2025Adding and Updating Accounts
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  Add support for J.Crew Credit Card

  Active surelyshirly 17 views 0 comments 5 points Started by surelyshirly November 2025 Feature Requests
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  [ONGOING] 10/29/25: FirstBank of Colorado returns FDP-6000 error

  Coach Jon 609 views 1 comment 5 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 53 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 95 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 24 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  Merged: Why was the field for check number removed?

  Closed dstockwe52 3 views 0 comments 0 points Started by dstockwe52 November 2025 Managing Your Transactions
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  Computershare FDP-192

  Closed MightyIrish 32 views 1 comment 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Zeal Credit Union FDP-195 error (edited)

  Closed Kelacom 74 views 12 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 148 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Number format wrong on email notifications (edited)

  Closed RobWilk 367 views 21 comments 3 points Most recent by RobWilk November 2025Report a Bug
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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 38 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  Delaware Life Connection - FDP-103 error (edited)

  Dick_Davis 144 views 39 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Mobile Releases 5.43.0 & 5.43.1

  Closed Coach Natalie 179 views 0 comments 0 points Started by Coach Natalie November 2025 Updates From the Product Team
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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 915 views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.83.0

  Closed Coach Natalie 206 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 26 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

  Coach Jon 759 views 3 comments 5 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.6K views 3 comments 9 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  CC Debt: The kind of thing i'm currently manually using Excel for (Simplifi 'could' use this)

  Closed RobWilk 37 views 0 comments 0 points Started by RobWilk November 2025 The Water Cooler
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 33 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.3K views 98 comments 51 points Most recent by Robcos November 2025Report Missing Financial Institution
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 15 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 62 views 8 comments 1 point Most recent by SRC54 November 2025Report a Bug
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  MCP Server

  Active MtnCreed 68 views 5 comments 0 points Most recent by MtnCreed November 2025Feature Requests
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  Ally Bank Connection FDP-103 (edited)

  Closed ScottD 24 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Amex HYS $0 Balance (edited)

  Closed quickdave 83 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts