Recent Discussions

Discussion List

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  Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

  Closed HappyNorml 21 views 1 comment 0 points Most recent by DryHeat September 23Troubleshooting
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  Apple wallet not syncing

  Closed Jerrod 39 views 2 comments 0 points Most recent by Jerrod September 23Adding and Updating Accounts
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 54 views 9 comments 0 points Most recent by DryHeat September 23Quicken Business & Personal Feedback
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  Merged: Reports - categories by vendor

  Closed DJones 1 view 0 comments 1 point Started by DJones September 23 Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 90 views 4 comments 6 points Most recent by DJones September 23Feature Requests
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  TIAA Reporting Connection Issues

  Closed lwyman 2.2K views 86 comments 6 points Most recent by DryHeat September 22Adding and Updating Accounts
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  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Started by ns99 September 22 Feature Requests
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 617 views 27 comments 88 points Most recent by ns99 September 22Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 41 views 5 comments 0 points Most recent by Coach Natalie September 22Adding and Updating Accounts
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 81 views 11 comments 0 points Most recent by Coach Jon September 22Adding and Updating Accounts
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  Web Release 4.76.0

  Closed Coach Natalie 236 views 0 comments 0 points Started by Coach Natalie September 22 Updates From the Product Team
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  Health Equity investment accounts not syncing

  Closed Nick333 48 views 2 comments 0 points Most recent by ZeeBo22 September 22Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Bay Area Savers 99 views 11 comments 0 points Most recent by Bay Area Savers September 22Adding and Updating Accounts
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  Merged: Still unable to connect with human interest

  Closed Phtrump 11 views 0 comments 0 points Most recent by Phtrump September 22Adding and Updating Accounts
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  Merged: What is Being Worked in Development & Considered in Simplifi

  Closed Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis September 22 Feature Requests
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  Issues with transfers linking incorrectly

  Closed Jenny T 34 views 7 comments 0 points Most recent by DryHeat September 21Troubleshooting
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  Fidelity Net Benefits Connection Update Problem - Retirement Accounts

  Closed macrobb 95 views 1 comment 0 points Most recent by Coach Kristina September 21Adding and Updating Accounts
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  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 42 views 5 comments 0 points Most recent by strwrsdbz September 21Feedback
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 2 views 0 comments 4 points Started by strwrsdbz September 21 Feature Requests
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  Simplifi not working outside usa. Get refund

  Closed EddyH 10 views 1 comment 0 points Most recent by Coach Kristina September 20Troubleshooting
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  Varo Banking

  In Review bcolvin770 512 views 20 comments 17 points Most recent by Coach Kristina September 20Report Missing Financial Institution
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 20 Report Missing Financial Institution
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 20 Report Missing Financial Institution
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 13 views 1 comment 1 point Most recent by itsjafer September 20Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 60 views 6 comments 0 points Most recent by Dick_Davis September 20Using Reports
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 224 views 13 comments 47 points Most recent by HappyNorml September 20Feature Requests
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 108 views 18 comments 0 points Most recent by RobWilk September 19Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 202 views 32 comments 0 points Most recent by Coach Natalie September 19Report a Bug for Quicken Business & Personal
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  Pioneer Valley Credit Union

  Active WPrecanico 14 views 4 comments 2 points Most recent by Coach Jon September 19Report Missing Financial Institution
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  Merged: Planned Spend Calculation

  Closed ednahatcher 1 view 0 comments 1 point Started by ednahatcher September 19 Feature Requests