Recent Discussions

Discussion List

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  Option to "Move to Monday" when setting up Recurring Transactions

  Active Nabeelb227 42 views 1 comment 4 points Most recent by Coach Natalie July 1Feature Requests
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  Merged: Filter Cancellation on transaction screen

  Closed Simpli_User_101 1 view 0 comments 0 points Started by Simpli_User_101 July 1 Feedback
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  Merged: Compacted Search Bar

  Closed Simpli_User_101 11 views 0 comments 0 points Started by Simpli_User_101 July 1 Troubleshooting
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  Merged: Add/ Fix Investor360 link

  Closed CashMeOutside 1 view 0 comments 1 point Started by CashMeOutside July 1 Report Missing Financial Institution or Biller
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  Dismissing reminders should only dismiss that single reminder instance (edited)

  Active RobWilk 182 views 8 comments 12 points Most recent by Big Grumpy June 30Feature Requests
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  Merged: Unable to connect to Raymond James due to MFA issue (edited)

  Closed dtorg1955 81 views 0 comments 1 point Most recent by Coach Jon June 30Adding and Updating Accounts
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  Same amount split transfers don't link to separate transactions in receiving account (edited)

  Closed Big Grumpy 302 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 1 view 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Closed Flopbot 304 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
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  Net worth chart does not reflect opening balance - how to resolve? (edited)

  Answered ✓ Closed phaworth 311 views 22 comments 0 points Most recent by phaworth June 30Using the Net Worth Feature
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  Categorize receipts with AI and auto split transaction

  Closed dtorg1955 121 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  When I click on the bell to retrieve a message to me, I get a permission problem error (edited)

  Closed neon45 91 views 4 comments 0 points Most recent by neon45 June 29Using the Community
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  FDP-103 error accessing Path2college account on Simplifi (edited)

  Closed barthslb2 141 views 10 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Robinhood Transaction Wrong Sign

  Closed roshankarim 92 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Target Guest Card returning "Your bank is not available right now"

  Closed Coach Natalie 62 views 3 comments 0 points Most recent by EL1234 June 29Adding and Updating Accounts
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  ONGOING 6/29/26: Bank of America returns an FDP-105 error

  Coach Natalie 599 views 4 comments -1 point Most recent by Coach Natalie June 29Current Online Banking Issues
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  How to track loans out to family or friends? (edited)

  Answered ✓ Closed FrameAndFinance 161 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
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  Happen Bank FDP-155 (edited)

  Closed AsyncC 244 views 6 comments 1 point Most recent by looper33 June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 31 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 183 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ Closed matthewb 42 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 161 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Bulk edit option for status field

  Active Norm6257 132 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 402 views 13 comments 19 points Most recent by Coach Kristina June 28Feature Requests
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  Merged: Category Display

  Closed Big Grumpy 1 view 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
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  Merged: Status Bulk Change

  Closed Big Grumpy 1 view 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 1.1K views 35 comments 65 points Most recent by Coach Kristina June 27Feature Requests
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  Start from scratch??

  Answered ✓ Closed HMB21 82 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  Merged: Duplicate button or option

  Closed Big Grumpy 11 views 0 comments 2 points Most recent by dsfreddy June 27Feature Requests