Recent Discussions

Discussion List

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 1.7K views 28 comments 46 points Most recent by am21 September 6Feature Requests
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  A Tale of Two Checking Accounts

  Closed SRC54 27 views 2 comments 1 point Most recent by SRC54 September 6Adding and Updating Accounts
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  Exporting to csv no longer includes Notes field (edited)

  Closed FabianW 86 views 12 comments 0 points Most recent by UrsulaA September 6Report a Bug
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  This is it...

  Closed Mike Popiel 37 views 4 comments 3 points Most recent by Flopbot September 6Introduce yourself!
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  I had to throw the towel in on Simplifi

  Closed smitp111 76 views 3 comments 1 point Most recent by SRC54 September 6Feedback
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 32 views 3 comments 0 points Most recent by EL1234 September 6Managing Your Transactions
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  Bill Connect: Add Fremont Insurance

  Active Mike Popiel 8 views 0 comments 1 point Started by Mike Popiel September 6 Report Missing Financial Institution
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  Web: Auto complete on category a little messed up

  Closed RobWilk 108 views 26 comments 0 points Most recent by RobWilk September 5Troubleshooting
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  Error connecting to American Funds Retirement Planning Center (Care: FDP-155)

  Closed LyT 80 views 1 comment 0 points Most recent by Coach Natalie September 5Adding and Updating Accounts
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  Manual account balance is incorrect

  Closed bost.05 106 views 19 comments 0 points Most recent by Coach Jon September 5Report a Bug
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  If Payee is new, set Category to Uncategorized

  Active DavidB 12 views 0 comments 3 points Started by DavidB September 5 Feature Requests
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 249 views 29 comments 14 points Most recent by EL1234 September 5Feature Requests
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  Coign Credit Card Request

  Active SRC54 54 views 5 comments 2 points Most recent by SRC54 September 5Report Missing Financial Institution
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 24 views 3 comments 4 points Most recent by EL1234 September 5Feature Requests
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  Most Requested Report Features

  Closed UrsulaA 73 views 1 comment 5 points Most recent by UrsulaA September 5FAQ Section
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  Bill Paid Notification says "less than" when it should say "more than" and vice versa (edited)

  System 171 views 16 comments 0 points Most recent by Coach Natalie September 5Report a Bug
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  Merged: Anyone else see erroneous bill notification?

  SRC54 13 views 0 comments 0 points Started by SRC54 September 5 Feedback
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  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 80 views 5 comments 1 point Most recent by Coach Jon September 4Adding and Updating Accounts
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  Second United Wholesale Mortgage URL

  In Review monroe 807 views 22 comments 8 points Most recent by Maph2880 September 4Report Missing Financial Institution
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  Merged: Ally Bank

  djmccauley1958 20 views 0 comments 0 points Started by djmccauley1958 September 4 Adding and Updating Accounts
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  Mobile Releases 5.12.0 - 5.12.3

  Closed Coach Natalie 420 views 0 comments 2 points Started by Coach Natalie September 4 Updates From the Product Team
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  Santander Credit Card Showing Credit Available Instead of Balance

  Jeremy Young 278 views 57 comments 0 points Most recent by Jeremy Young September 4Adding and Updating Accounts
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  Web Release 4.23.0

  Closed Coach Natalie 498 views 0 comments 2 points Started by Coach Natalie September 4 Updates From the Product Team
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  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 46 views 1 comment 2 points Most recent by Coach Natalie September 4Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 446 views 46 comments 0 points Most recent by RobWilk September 4Adding and Updating Accounts
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  14
  Customizable Columns in Watchlists [edited]

  Completed Closed prat0088 103 views 5 comments 14 points Most recent by Coach Natalie September 4Feature Requests
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  101
  Customizable Columns in Reports/Include 'Notes' Column (edited)

  Completed Closed TheNigerianPrince 943 views 50 comments 101 points Most recent by Coach Natalie September 4Feature Requests
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  Push notifications for account transactions are only triggered after the app is opened

  Closed nfgreen 53 views 9 comments 0 points Most recent by Coach Jon September 4Report a Bug
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  How to set a default category for an unrecognized payee?

  Closed DavidB 42 views 3 comments 0 points Most recent by DavidB September 4Managing Your Transactions
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  Add an HSA Investment account type (edited)

  Active MDG39518 621 views 16 comments 75 points Most recent by SRC54 September 4Feature Requests