Recent Discussions

Discussion List

• 
  7

  Up Down
  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 41 views 3 comments 7 points Most recent by RobWilk November 2025Feature Requests
• 
  Pending vs. Cleared transactions

  Closed tim40 45 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
• 
  Navy FCU : FDP-105

  Closed RobWilk 15 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  TD Canada Trust connection issue

  Closed System 18 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 49 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 3 views 0 comments 1 point Started by blazyt November 2025 Report Missing Financial Institution
• 
  9

  Up
  Second United Wholesale Mortgage URL

  In Review monroe 1K views 24 comments 9 points Most recent by blazyt November 2025Report Missing Financial Institution
• 
  66

  Up Down
  Ability to Reopen Closed Accounts (edited)

  Active SZR 966 views 26 comments 66 points Most recent by J_M_F November 2025Feature Requests
• 
  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 134 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 53 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 127 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
• 
  2

  Up Down
  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 60 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Merged: Over time breakdown by subcategory

  Closed jdreddaway 8 views 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  Gemini account not linking credit card

  Closed GF-2025 792 views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
• 
  Investments Performance tab not displaying correctly.

  Closed jgo 77 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 4 views 0 comments 1 point Started by ferrulli November 2025 Feature Requests
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 19 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
• 
  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 322 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  9

  Up Down
  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 33 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Freedom Mortgage Technical Error 11000

  Closed KTercha 60 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Merged: Looking for a Simplifi coach

  Closed System 4 views 0 comments 0 points Most recent by hht2day November 2025Getting Started
• 
  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 87 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  Merged: Alight Nightwing

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution
• 
  Merged: Alight RTX

  Closed michaeljcampbell 4 views 0 comments 1 point Started by michaeljcampbell November 2025 Report Missing Financial Institution
• 
  1

  Up
  Kades Margolis

  Active Jason Csanyi 8 views 0 comments 1 point Started by Jason Csanyi November 2025 Report Missing Financial Institution
• 
  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 30 views 3 comments 0 points Most recent by Jenny T November 2025Report a Bug
• 
  9

  Up Down
  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 109 views 13 comments 9 points Most recent by RobWilk November 2025Feature Requests
• 
  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 54 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 78 views 10 comments 0 points Most recent by Coach Natalie November 2025Report a Bug