Recent Discussions

Discussion List

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  Vanguard Multiple Login Connection Issue (edited)

  Closed skibunny2k 48 views 1 comment 0 points Most recent by Coach Natalie April 22Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 87 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 82 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
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  West Gate Bank

  Active adh289 1 view 0 comments 1 point Started by adh289 April 22 Report Missing Financial Institution or Biller
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  Projected Low Bank Balance Notice Generating Even after $$ Threshold Change

  Closed Jbweb316 21 views 1 comment 0 points Most recent by Coach Jon April 21Troubleshooting
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  Merged: Any resolution to connecting to Raymond James Financial? FDP-155 (edited)

  Closed Laltshul 11 views 0 comments 0 points Most recent by heatherm April 21Adding and Updating Accounts
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  Privacy Mode: Ability to hide just account totals (edited)

  Active cbear749 23 views 1 comment 3 points Most recent by SRC54 April 21Feature Requests
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 21 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 52 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  Closed savvvvy 24 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
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  Merged: Have there been any updates to the Barclay connection issue?

  Closed GyuriMoney 161 views 0 comments 0 points Most recent by GyuriMoney April 21Adding and Updating Accounts
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 43 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  Merged: Include Transfers in Reports OR Create Recurring Manual Transactions Automatically

  Closed ewd_20834756 1 view 0 comments 1 point Started by ewd_20834756 April 20 Feature Requests
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  Fix past balance on loan account?

  Answered ✓ Closed trewbux 52 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 1.1K views 37 comments 121 points Most recent by MishaM April 20Feature Requests
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  Merged: Planned Spend Summary

  Closed asifgahmad 1 view 0 comments 1 point Started by asifgahmad April 20 Feature Requests
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  SEI Client Connect FDP-101 (edited)

  Closed davidcwalls 54 views 5 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 1.1K views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 1 view 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Deletion Security Prompts

  Closed Simpli_User_101 42 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Closed Stu B 11 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Recurring History Missing with Bill Connect On (edited)

  Closed tvlkidd 32 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
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  Chase Bank Checking classified as Investment Account

  Closed JAXmultiplat 36 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 12 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Sort Watchlists by "Current Spending" [Edited]

  Active Couldever 242 views 0 comments 1 point Started by Couldever April 19 Feature Requests
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  Merged: Add a "Transfers" category to Spending Plan

  Closed cyberstackn 11 views 0 comments 2 points Most recent by EL1234 April 19Feature Requests
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 178 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  Merged: Adding Tags to Split Transactions now requires clicking 3-dot menu. NOT GOOD.

  Closed MorganG48 1 view 0 comments 0 points Started by MorganG48 April 18 Feedback
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  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
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  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback