Recent Discussions

Discussion List

• 
  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 10Adding and Updating Accounts
• 
  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 14 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
• 
  Spending Plan - Adjusting for Paycheck Coming in prior month

  Closed fantasmic 25 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
• 
  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests
• 
  Merged: Investor 360

  Closed Tabbykat 403 1 view 0 comments 1 point Most recent by Tabbykat 403 January 9Report Missing Financial Institution or Biller
• 
  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 46 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
• 
  UAS Connect Account connecting but showing $0 balance

  Closed mscemcee 48 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
• 
  Web Release 4.89.0

  Closed Coach Natalie 243 views 0 comments 1 point Most recent by Coach Natalie January 9Updates From the Product Team
• 
  4

  Up Down
  Ability to optimize number display - Round off decimals, Abbreviate large numbers (edited)

  Active DR1234 35 views 5 comments 4 points Most recent by DR1234 January 9Feature Requests
• 
  34

  Up Down
  Add Labels to Flags

  Active Flopbot 319 views 20 comments 34 points Most recent by Dick_Davis January 9Feature Requests
• 
  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ Closed N4KHQ 58 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
• 
  Firstbank of Colorado FDP-101/FDP-109/FDP-102 error (edited)

  Closed JCMoritz 378 views 25 comments 0 points Most recent by JCMoritz January 8Adding and Updating Accounts
• 
  Merged: Public API (Bump)

  Closed hughcumber 1 view 0 comments 1 point Most recent by hughcumber January 8Feature Requests
• 
  US Bank Credit Cards with Zero Balance

  Closed nrp06 8 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Deleting a Parent Category in Categories & tags displays a spelling error (edited)

  Closed Lady_MCSE 63 views 3 comments 2 points Most recent by Coach Jon January 8Report a Bug
• 
  3

  Up Down
  Ability to add Tags to Investment Holdings (edited)

  TRS_One 12 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests
• 
  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 100 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
• 
  Loan Balance Now Shows Negative - Thanks For Fixing

  Closed MikeZ 13 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
• 
  Elevations Credit Union sync outage - to.100/FDP-101 error (edited)

  Closed RFL281 340 views 20 comments 2 points Most recent by fooblahblah January 8Adding and Updating Accounts
• 
  48

  Up Down
  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 406 views 16 comments 48 points Most recent by TRS_One January 8Feature Requests
• 
  Does the account-specific Balance Type setting actually do anything?

  bob303727 325 views 24 comments 0 points Most recent by Coach Jon January 7Report a Bug
• 
  6
  Maryland529 Aggregator Link (edited)

  Completed Closed BenTrackingFinances 118 views 7 comments 6 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
• 
  32

  Up Down
  Ability to search for original payees/"Appears on your statement as..." info (edited)

  Active MovingFromMint 150 views 6 comments 32 points Most recent by sbennet1 January 7Feature Requests
• 
  1
  Pershing BNY

  Completed Closed Rob A 161 views 15 comments 1 point Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
• 
  27
  Freedom Mortage

  Completed Closed WVMtnYeti 958 views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
• 
  Merged: Accrual‑Style Amortization for Non‑Monthly Bills in the Spending Plan

  Closed Budgeting101 1 view 0 comments 1 point Most recent by Budgeting101 January 7Feature Requests
• 
  153

  Up Down
  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 2.9K views 68 comments 153 points Most recent by Budgeting101 January 7Feature Requests
• 
  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  Closed SRC54 20 views 0 comments 2 points Most recent by SRC54 January 7The Water Cooler
• 
  New to Simplifi

  Closed TarantulaTim 49 views 2 comments 1 point Most recent by SRC54 January 7Introduce yourself!
• 
  Record Savings for 2025

  Closed SRC54 20 views 0 comments 1 point Most recent by SRC54 January 7Share your Success!