Recent Discussions

Discussion List

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  Split Transactions Over Multiple Months

  htc630 9 views 1 comment 0 points Most recent by Coach Blake June 7Managing your Transactions
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  Merged: Payee Name - STOP asking if I'd like to change all similar transactions!

  Daze 14 views 0 comments 3 points Started by Daze June 7 Feature Requests
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  Savings Goals add back to Spending Plan when used (2 Merged Votes)

  Active rayhooker 14 views 6 comments 7 points Most recent by Juan June 5Feature Requests
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  Merged: Integrate Goal Withdrawals into Spending Plan Income

  Bennett Burt 15 views 0 comments 2 points Started by Bennett Burt June 4 Feature Requests
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  Release 3.9.0

  Closed Coach Paco 70 views 0 comments 0 points Started by Coach Paco June 4 Updates from the Product Team
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  Rollover unused Spending Plan money [edited] (9 Merged Votes)

  In Review jhirasaki 337 views 25 comments 51 points Most recent by Coach Blake June 4Feature Requests
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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 10 views 1 comment 3 points Most recent by Coach Blake June 4Feature Requests
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  Not receiving any notifications from Simplifi in any form

  uildvek 9 views 1 comment 0 points Most recent by Coach Blake June 4Troubleshooting
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  American Pacific Mortgage

  Active mpack 13 views 3 comments 0 points Most recent by Coach Paco June 4Report Missing Financial Institution
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  Fidelity VIP 2-Factor

  mpack 17 views 1 comment 0 points Most recent by Coach Paco June 3Adding and Updating Accounts
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  RESOLVED: 6/1/21: Chase returns a 101 and 106 error

  Closed Coach Natalie 23 views 1 comment 0 points Most recent by Coach Nicole June 3Current Online Banking Issues
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  RESOLVED 6/3/21 Ctitbank connected accounts returning Error code 102 & 105

  Closed Coach Paco 16 views 0 comments 0 points Started by Coach Paco June 3 Current Online Banking Issues
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  Wells Fargo connection issue

  Jedp 11 views 5 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts
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  add bill frequency for arbitrary number of days/weeks/months/years

  highflier 6 views 1 comment 0 points Most recent by Coach Natalie June 2Bills and Income
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  Morgan Stanley Stock Plan Connect Issues

  htc630 73 views 25 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts
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  Meeting a Savings Goal removes that goal from the spending plan of the current month

  jfposton 8 views 1 comment 0 points Most recent by Coach Natalie June 2Report a Bug
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  Ability to classify a Transaction as a Reimbursement (edited)

  jliguori 11 views 0 comments 1 point Started by jliguori June 2 Feature Requests
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  Pending Transactions Deducted Twice - Fidelity Checking Acct

  Anonymous_Stranger 10 views 1 comment 0 points Most recent by Coach Natalie June 1Adding and Updating Accounts
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  How do I fix a paycheck that's being factored into my Spending Plan twice?

  Accepted Answer Chris 18 views 2 comments 0 points Most recent by Chris June 1Bills and Income
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  Serious improvements needed for Simplifi

  Jake_9 25 views 1 comment 0 points Most recent by Coach Natalie June 1Feedback
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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 15 views 4 comments 2 points Most recent by jake3487 June 1Feature Requests
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  Make Credit Card Bills a separate entity from Recurring Transactions (edited)

  Active barryh 46 views 3 comments 12 points Most recent by LoftyDuck May 30Feature Requests
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  IOS App - Watchlist errors when based on a tag

  TxQuickenConvert 10 views 1 comment 0 points Most recent by Coach Natalie May 28Report a Bug
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  New article on handling duplicate accounts!

  Closed Coach Natalie 33 views 0 comments 0 points Started by Coach Natalie May 28 Announcements
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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (1 Merged Vote)

  In Progress TGP 183 views 22 comments 36 points Most recent by hondo May 28Feature Requests
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  Select Portfolio Servicing

  MayRoll 18 views 3 comments 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  New Projected Cash Flow section on the Mobile App!

  Closed Coach Natalie 61 views 0 comments 0 points Started by Coach Natalie May 27 Updates from the Product Team
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  Release 3.8.0

  Closed Coach Paco 78 views 0 comments 0 points Started by Coach Paco May 27 Updates from the Product Team
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  [RESOLVED] 5/27/21: Issue with Investment Accounts showing "Disconnected"

  Closed Coach Natalie 47 views 1 comment 0 points Most recent by Coach Natalie May 27Known Product Issues
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  Bulk Edits + Investment Transactions

  Ava 9 views 1 comment 1 point Most recent by Coach Natalie May 27Feedback