Recent Discussions

Discussion List

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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 50 views 8 comments 0 points Most recent by Dick_Davis September 17Managing Your Transactions
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  Unable to add my Stash account (102 error)

  Closed jgcandle 24 views 1 comment 0 points Most recent by Coach Natalie September 17Adding and Updating Accounts
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  23

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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 196 views 8 comments 23 points Most recent by Thursday September 17Feature Requests
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  Transactions pending from Chase for over a week

  Closed Oogway 54 views 8 comments 0 points Most recent by Oogway September 16Adding and Updating Accounts
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 19 views 3 comments 0 points Most recent by SRC54 September 16Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 16 views 1 comment 0 points Most recent by Coach Jon September 16Adding and Updating Accounts
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  Elapsed Monthly Duration Indicator in Planned Spending (edited)

  Active zilacus 18 views 4 comments 6 points Most recent by Dick_Davis September 16Feature Requests
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 22 views 1 comment 0 points Most recent by Coach Jon September 16Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 4 views 1 comment 0 points Most recent by Coach Jon September 16Troubleshooting
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  Merged: Monthly budget tracker

  Closed Dafelhandler 1 view 0 comments 1 point Started by Dafelhandler September 16 Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 16Using Reports
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  5
  QBP: Add mileage tracking (edited)

  Completed Closed mattbroffman 190 views 4 comments 5 points Most recent by Coach Natalie September 16Quicken Business & Personal Feature Requests
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  Kraken not tracking stocks holding correctly

  Closed tjipz 27 views 0 comments 0 points Started by tjipz September 16 Adding and Updating Accounts
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  Add Notes to Planned Spending Items (edited)

  Active nicko 156 views 11 comments 20 points Most recent by medha311 September 15Feature Requests
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 25 views 3 comments -1 point Most recent by Coach Natalie September 15Feature Requests
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 47 views 8 comments 0 points Most recent by Xplodius September 15Managing Your Transactions
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  WaFd consumer account

  Active JayGee 64 views 4 comments 2 points Most recent by cfang September 15Report Missing Financial Institution
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  Payee - Can’t Find to Correct (edited)

  Closed Dick_Davis 35 views 5 comments 0 points Most recent by Coach Jon September 15Troubleshooting
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  Web Releases 4.75.0 & 4.75.1

  Closed Coach Natalie 243 views 0 comments 0 points Started by Coach Natalie September 15 Updates From the Product Team
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  104

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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 465 views 55 comments 104 points Most recent by Coach Natalie September 15Feature Requests
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  Mobile Releases 5.39.0 - 5.39.2

  Closed Coach Natalie 182 views 0 comments 0 points Started by Coach Natalie September 15 Updates From the Product Team
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  Spending Plan Redesign: Share your feedback here!

  Closed Coach Natalie 1.9K views 190 comments -1 point Most recent by Coach Natalie September 15Feedback
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 218 views 24 comments 0 points Most recent by Coach Natalie September 15Feedback
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  How to restore default categories

  Answered ✓ Closed SV97 35 views 1 comment 0 points Most recent by Coach Natalie September 15Categories and Tags
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  notification/alert for finance charges?

  Closed Mook Mook 4 views 1 comment 0 points Most recent by Coach Natalie September 15Feedback
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  Savings accounts show up, but can't connect CD accounts (M&T Bank)

  Closed System 21 views 4 comments 0 points Most recent by Coach Natalie September 15Adding and Updating Accounts
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 293 views 24 comments 1 point Most recent by Coach Kristina September 14Investments
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  What is the Purpose and benefits of using the Comments Icons (Community)

  Answered ✓ Closed Dick_Davis 39 views 4 comments 0 points Most recent by Dick_Davis September 14Using the Community
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  Deductible Tracker (edited)

  Active Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis September 14 Feature Requests
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  Register duplicating entries when changing Reconciliation Type

  Closed The last straw 6 views 1 comment 0 points Most recent by Coach Kristina September 14Troubleshooting