Recent Discussions

Discussion List

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  103

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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 828 views 28 comments 103 points Most recent by JanB April 18Feature Requests
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  Unable to find WBREOX in the holdings list (edited)

  Closed jmqn7 42 views 3 comments 0 points Most recent by Coach Jon April 17Investments
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 6 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
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  What happened to Spending by Month Report? (edited)

  Closed elishearn 70 views 4 comments 0 points Most recent by elishearn April 17Using Reports
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  Unable to connect with Prudential and Raymond James Financial

  Closed ctanenbaum 68 views 1 comment 0 points Most recent by Coach Jon April 17Adding and Updating Accounts
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 599 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 88 views 4 comments 10 points Most recent by cloud April 17Feature Requests
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  Closed System 56 views 9 comments 1 point Most recent by EL1234 April 17Feedback
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  Ability to remove the app "Select" bar at top of Simplifi Wep App using iPad Safari (edited)

  Active Jlexky 5 views 0 comments 1 point Started by Jlexky April 17 Feature Requests
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  11

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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 133 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests
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  Merged: Raymond James Error Care code: FDP-102/FDP-155 (edited)

  Closed D-Rock 11 views 0 comments 0 points Most recent by EL1234 April 17Adding and Updating Accounts
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  Merged: Percentages in reports (edited)

  Closed rhebock2 1 view 0 comments 1 point Started by rhebock2 April 16 Feature Requests
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  60

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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 332 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
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  How do I add a flag field to transactions?

  Answered ✓ Closed rwales10 20 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
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  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 9.5K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
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  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 55 views 2 comments 3 points Most recent by Coach Natalie April 16Feature Requests
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  24
  Ability to remove 'Related News' from Investments Portfolio

  Completed Closed mcnbmcnb 311 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests
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  Web Release 6.15.0

  Closed Coach Natalie 108 views 0 comments 1 point Started by Coach Natalie April 16 Updates From the Product Team
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 1.6K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  create rule based on transaction action

  Closed dcohen92 13 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
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  14

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  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 262 views 17 comments 14 points Most recent by Roux April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 53 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  2

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  Retirement Planner: Allow for a change in circumstances at a certain future time (edited)

  BHazeltine 10 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Closed Jodi Birston 22 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  American Funds (capitalgroup.com) 103 error with Finicity [edited]

  Closed AdkinsDebtDiet 124 views 7 comments 1 point Most recent by Coach Jon April 15Adding and Updating Accounts
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  Lake Trust Credit Union Personal is no longer available to connect to (edited)

  Closed Colonel Snafu 240 views 20 comments 1 point Most recent by JC. April 15Adding and Updating Accounts
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  Pending transaction disappears

  Closed KB2014 89 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
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  Unable to link Merrill Lynch Benefits Online - FDP-5002 (edited)

  Closed Supply3588 37 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
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  Recurring Transactions with programmable variables (edited)

  Active avihawver 113 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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  When splitting a transaction with filters set, my sort order gets reset

  Closed System 30 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting