Recent Discussions

Discussion List

• 
  Why no Black Friday deal for existing customers

  Closed rismeyer 66 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 34 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 173 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
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  Where to start... Here are my top four so far.

  Closed jimhoflen 34 views 1 comment 1 point Most recent by Coach Kristina November 2025Feedback
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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 629 views 2 comments 31 points Most recent by Stu B November 2025Feature Requests
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  Planned Spending Inaccurate

  Closed viperguynaz 38 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Merged: Check number field

  Closed scott1982 20 views 0 comments 1 point Most recent by scott1982 November 2025Report a Bug
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  Closed cubateve 154 views 12 comments 5 points Most recent by SRC54 November 2025Feedback
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  "Add to Planned Spend" button covers up transactions

  Closed noahbramlett 19 views 2 comments 0 points Most recent by RobWilk November 2025Troubleshooting
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  Merged: Allow the ability to tie Saving Goals to SoFi vaults

  Closed scribblerjane 14 views 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 356 views 8 comments 15 points Most recent by DryHeat November 2025Feature Requests
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  The system recognize and correctly categorize transfers between accounts [Edited]

  Closed scribblerjane 35 views 1 comment 1 point Most recent by DryHeat November 2025Feedback
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  Merged: Compare Sub Categories Over Time

  Closed taque 8 views 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 984 views 51 comments 101 points Most recent by RobWilk November 2025Feature Requests
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  How to withdraw from savings goal?

  Closed llamafilm 43 views 4 comments 0 points Most recent by RobWilk November 2025Using Savings Goals
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 12 views 0 comments 1 point Started by jmyers98 November 2025 Report Missing Financial Institution
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  3

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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 23 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 69 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  Looking for a paid Simplifi Coach.

  Closed ken.acer 68 views 9 comments 0 points Most recent by ken.acer November 2025Using the Spending Plan
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  Export missing data: the last straw :(

  Closed Max1223 93 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 61 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Display of Uncategorized

  Closed J3rabb 27 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 39 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  Dismissing Bill Reminder removes charge from Cash Flow

  Answered ✓ Closed michaeljcampbell 66 views 8 comments 0 points Most recent by RobWilk November 2025Bills and Income
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  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 35 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 5 views 0 comments 1 point Started by bethimusprime November 2025 Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 51 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  2

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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 36 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 45 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 131 views 16 comments 6 points Most recent by RobWilk November 2025Feature Requests