Recent Discussions

Discussion List

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  Time Weighted Return + Cash Flow Transactions

  kgpreet 217 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 84 views 8 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Excluded transactions show up in a Watchlist

  Max1223 61 views 4 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  11000 error when adding New American Funding (edited)

  Westwise 131 views 13 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Idaho College Savings - error 170 (edited)

  Kchingon 165 views 20 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 97 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Link Reminders to manual transaction entries

  Closed mlemon 18 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 108 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 16 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 338 views 13 comments 16 points Most recent by ryanflemington November 2025Report Missing Financial Institution
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  14

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  CTFS - Canadian Tire Financial Services

  Active Alexmalta 996 views 24 comments 14 points Most recent by ryanflemington November 2025Report Missing Financial Institution
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  New Synchrony Login 11/3/2025

  Closed Antoun 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Credit Score: Wrong detail on Derogatory marks

  RobWilk 42 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 19 views 2 comments 6 points Most recent by PGLConsultant November 2025Feature Requests
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 18 views 0 comments 3 points Started by RobWilk November 2025 Feature Requests
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 36 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  New User

  Closed DaveVT 67 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Nested categories in Simplifi don't show up correctly in [planned spend]

  Closed jordanhb 54 views 9 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 118 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.82.0

  Closed Coach Natalie 218 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
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  Add Tax Form 4684

  Active gpolkga 7 views 0 comments 1 point Started by gpolkga November 2025 Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 755 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  How is Bill Connect supposed to handle the next (not current) credit card payment?

  Closed DryHeat 194 views 20 comments 0 points Most recent by DryHeat November 2025Bills and Income
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  1
  Bill Connect: Costco for membership renewal (edited)

  Completed Closed RajOnTrack 56 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution
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  Bill Connect: Microsoft Office 365 (OneDrive)

  Active TiggerTrainer 6 views 0 comments 1 point Started by TiggerTrainer November 2025 Report Missing Financial Institution
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 36 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: FDP-108 from Honda Financial Services

  Closed John Dressel 4 views 0 comments 0 points Started by John Dressel November 2025 Report a Bug
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  Feature Request: Enable Screenshots on Android (as a Free Marketing Tool)

  Closed rosachin21k 55 views 5 comments 2 points Most recent by Coach Natalie November 2025Feedback
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  Human Interest connection doesn't work with 2FA (but does without)

  clintval 424 views 36 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 126 views 11 comments 0 points Most recent by Coach Natalie November 2025Investments