Recent Discussions

Discussion List

• 
  Investments dashboard card not matching between web and mobile (edited)

  Closed kdwilson 96 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting
• 
  Merged: New Idea: Investment time range match between web and app version

  Closed kdwilson 1 view 0 comments 0 points Started by kdwilson July 1 Feedback
• 
  4

  Up Down
  Ability to delete a transaction with one click (edited)

  Active raffi 214 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
• 
  4

  Up Down
  Option to "Move to Monday" when setting up Recurring Transactions

  Active Nabeelb227 45 views 1 comment 4 points Most recent by Coach Natalie July 1Feature Requests
• 
  Merged: Filter Cancellation on transaction screen

  Closed Simpli_User_101 1 view 0 comments 0 points Started by Simpli_User_101 July 1 Feedback
• 
  Merged: Compacted Search Bar

  Closed Simpli_User_101 11 views 0 comments 0 points Started by Simpli_User_101 July 1 Troubleshooting
• 
  Merged: Add/ Fix Investor360 link

  Closed CashMeOutside 1 view 0 comments 1 point Started by CashMeOutside July 1 Report Missing Financial Institution or Biller
• 
  12

  Up Down
  Dismissing reminders should only dismiss that single reminder instance (edited)

  Active RobWilk 232 views 8 comments 12 points Most recent by Big Grumpy June 30Feature Requests
• 
  Merged: Unable to connect to Raymond James due to MFA issue (edited)

  Closed dtorg1955 81 views 0 comments 1 point Most recent by Coach Jon June 30Adding and Updating Accounts
• 
  Same amount split transfers don't link to separate transactions in receiving account (edited)

  Closed Big Grumpy 375 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
• 
  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 1 view 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
• 
  Some account names changed to the username for the bank (edited)

  Closed Flopbot 364 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
• 
  Net worth chart does not reflect opening balance - how to resolve? (edited)

  Answered ✓ Closed phaworth 424 views 22 comments 0 points Most recent by phaworth June 30Using the Net Worth Feature
• 
  Categorize receipts with AI and auto split transaction

  Closed dtorg1955 146 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
• 
  When I click on the bell to retrieve a message to me, I get a permission problem error (edited)

  Closed neon45 107 views 4 comments 0 points Most recent by neon45 June 29Using the Community
• 
  FDP-103 error accessing Path2college account on Simplifi (edited)

  Closed barthslb2 170 views 10 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
• 
  Robinhood Transaction Wrong Sign

  Closed roshankarim 114 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
• 
  Target Guest Card returning "Your bank is not available right now"

  Closed Coach Natalie 72 views 3 comments 0 points Most recent by EL1234 June 29Adding and Updating Accounts
• 
  ONGOING 6/29/26: Bank of America returns an FDP-105 error

  Coach Natalie 658 views 4 comments -1 point Most recent by Coach Natalie June 29Current Online Banking Issues
• 
  How to track loans out to family or friends? (edited)

  Answered ✓ Closed FrameAndFinance 201 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
• 
  Happen Bank FDP-155 (edited)

  Closed AsyncC 291 views 6 comments 1 point Most recent by looper33 June 29Adding and Updating Accounts
• 
  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 31 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
• 
  2

  Up Down
  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 219 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
• 
  How to create a receipt with multiple transactions

  Answered ✓ Closed matthewb 49 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
• 
  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 190 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
• 
  4

  Up Down
  Bulk edit option for status field

  Active Norm6257 145 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
• 
  19

  Up Down
  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 448 views 13 comments 19 points Most recent by Coach Kristina June 28Feature Requests
• 
  Merged: Category Display

  Closed Big Grumpy 1 view 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
• 
  Merged: Status Bulk Change

  Closed Big Grumpy 1 view 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
• 
  66

  Up Down
  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 1.2K views 35 comments 66 points Most recent by Coach Kristina June 27Feature Requests