Recent Discussions

Discussion List

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  2

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  Ability to Link Multiple Accounts to a Savings Goal During Setup (edited)

  Active kwimmer 22 views 0 comments 2 points Started by kwimmer June 15 Feature Requests
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  Future Bills that are out more than 2 Months

  Answered ✓ MoneySkeets 19 views 3 comments 0 points Most recent by DannyB June 15Bills and Income
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  Show us Your Categories!

  Flopbot 77 views 4 comments 2 points Most recent by Coach Natalie June 14How do you Simplifi?
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  Evaluating Simplifi - Wishing to transition from Quicken

  Answered ✓ JC. 28 views 3 comments 0 points Most recent by DannyB June 14Introduce yourself!
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  Save account selections on "Upcoming > Cash Flow" page [edited] (6 Merged Votes)

  Active abletown2216 66 views 10 comments 16 points Most recent by DannyB June 13Feature Requests
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  Payee Rename Rule not working properly

  doman412 32 views 3 comments 0 points Most recent by Coach Natalie June 13Report a Bug
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  41

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  Ability to contribute to Savings Goals from investment accounts [edited] (4 Merged Votes)

  Active under_crtl 251 views 21 comments 41 points Most recent by Coach Natalie June 13Feature Requests
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  Merged: Save Cash Flow selctions

  Send513 5 views 0 comments 1 point Started by Send513 June 13 Feature Requests
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  Merged: Variable 'X' weeks recurring bills and subsciptions

  Send513 5 views 0 comments 1 point Started by Send513 June 13 Feature Requests
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  1
  Add additional Frequency options for Recurring Transactions [edited] (20 Merged Votes)

  In Progress mazar1977 303 views 34 comments 1 point Most recent by Send513 June 13Feature Requests
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  2

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  Ability to remove tags during bulk edit

  Active Norm6257 11 views 0 comments 2 points Started by Norm6257 June 13 Feature Requests
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  Tracking Mortgage Payoff?

  Answered ✓ 5impl5abi 34 views 7 comments 0 points Most recent by DannyB June 13Troubleshooting
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  4

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  Set Recurring Series Amounts Based on Time of Year, etc.

  Active Flopbot 23 views 1 comment 4 points Most recent by DannyB June 12Feature Requests
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  Citi Cards connection problems (edited)

  Sstrico 54 views 6 comments 0 points Most recent by Sstrico June 12Adding and Updating Accounts
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  Interpreting Spending Plan Amount Left

  Answered ✓ Flopbot 44 views 6 comments 0 points Most recent by DannyB June 12Using the Spending Plan
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  May Wrap-up... Simpli Delightful

  DannyB 29 views 3 comments 2 points Most recent by Jedp June 10Share your Success!
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  Web Release 3.52.0

  Closed Coach Natalie 80 views 0 comments 0 points Started by Coach Natalie June 10 Updates From the Product Team
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  How do I recategorize and match transactions that are categorized "Unsynced Account"?

  DannyB 16 views 0 comments 1 point Started by DannyB June 10 Managing your Transactions
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  3

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  Make the star a frowny face if the Net Income is negative on Monthly Summary Report (edited)

  Active Flopbot 44 views 1 comment 3 points Most recent by Flopbot June 10Feature Requests
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  Merged: Add Functionality: Using Brokerage Accounts for Savings Goals

  username1 22 views 0 comments 1 point Started by username1 June 10 Feature Requests
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  Merged: Add Function: Use Brokerage Account for Savings Goals

  username1 10 views 0 comments 1 point Started by username1 June 10 Feature Requests
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  We want to hear from you!

  Closed Coach Nicole 70 views 1 comment 0 points Most recent by Coach Natalie June 10Announcements
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  Is there a workaround for the lack of transactions in investment accounts?

  Answered ✓ JimSimpkins 28 views 8 comments 0 points Most recent by JimSimpkins June 10Investments
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  5

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  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Active mrzoops 26 views 2 comments 5 points Most recent by Flopbot June 9Feature Requests
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  Can End Date be set for Recurring Series?

  Answered ✓ wornmj 12 views 1 comment 0 points Most recent by DannyB June 9Managing your Transactions
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  42

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  Ability to add Planned Spending Items to our Projected Cash Flow [edited] (3 Merged Votes)

  In Review Bob1 195 views 20 comments 42 points Most recent by DannyB June 9Feature Requests
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  Cannot Log into new account

  LoginNotWorking 14 views 3 comments 0 points Most recent by Coach Natalie June 9Getting Started
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  Academy Bank - no pending transactions and balance is incorrect (edited)

  SimplifineHowareyou 126 views 31 comments 0 points Most recent by SimplifineHowareyou June 9Adding and Updating Accounts
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  Citibank 102 error

  System 12 views 3 comments 0 points Most recent by Coach Natalie June 9Adding and Updating Accounts