Recent Discussions

Discussion List

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  5

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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 58 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  9

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

  Active leothemack 72 views 4 comments 9 points Most recent by sbennet1 February 8Feature Requests
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 54 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 31 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  9

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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 507 views 17 comments 9 points Most recent by rlorcro February 7Report Missing Financial Institution or Biller
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  Merged: Bilt Rewards Cards (Issued by Column N.A.; Serviced by Cardless Inc.)

  Closed alamantia87 106 views 0 comments 18 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  No PayPal transactions have downloaded since October

  Closed System 31 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 71 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  FRGXX share price incorrect

  Closed disc2120 65 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug
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  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 28 views 4 comments 0 points Most recent by EL1234 February 6Categories and Tags
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 37 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  Merged: Kraken not tracking stocks holding correctly

  Closed tjipz 2 views 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts
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  Web Release 6.5.0

  Closed Coach Natalie 270 views 0 comments 0 points Most recent by Coach Natalie February 6Updates From the Product Team
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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 42 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 159 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.7K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Merged: New Reports (Beta) Feedback / feature gap

  Closed blaporte 7 views 0 comments 0 points Most recent by blaporte February 6Using Reports
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  2

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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 14 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 43 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  CSV File Format

  Answered ✓ Closed lwyman 32 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 22 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  8

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  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 27 views 2 comments 8 points Most recent by TwelveSilverPennies February 5Feature Requests
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 38 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 67 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  [ONGOING] 1/21/26: GM Financial Auto Loan returns FDP-106

  Coach Jon 89 views 1 comment 1 point Most recent by Coach Jon February 5Current Online Banking Issues
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 19 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  [ONGOING] 1/22/26: Multi-Factor Authentication Codes not being received with Microsoft Outlook

  Coach Jon 72 views 1 comment 0 points Most recent by Coach Natalie February 5Known Product Issues
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  Last Apple update Jan. 21 2026

  Closed N4KHQ 62 views 15 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Goals still show double balance on the latest version of iOS

  Closed System 118 views 20 comments 0 points Most recent by KSU_SecretSquirrel February 5Report a Bug