Recent Discussions

Discussion List

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  Merged: Forecast Cash Flow by Pay Period (edited)

  ELevi 12 views 0 comments 2 points Started by ELevi August 12 Feature Requests
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  add "last category" as an option

  Closed Supervroom 16 views 3 comments 1 point Most recent by Coach Natalie August 12Feedback
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  Credit card home page shows "Projected Cash flow?"

  Answered ✓ Closed Mountain Man 26 views 1 comment 0 points Most recent by UrsulaA August 12Troubleshooting
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  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 19 views 1 comment 0 points Most recent by UrsulaA August 12Feedback
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  1

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  Add Additional Options to Transaction History Settings (edited)

  Active today32 54 views 3 comments 1 point Most recent by today32 August 11Feature Requests
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  Support is a bit Sketchy

  Closed rooster 34 views 2 comments 0 points Most recent by rooster August 11Feedback
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  Penfed . Fdp-8401. error connecting

  Closed RobWilk 20 views 1 comment 0 points Most recent by Coach Kristina August 11Adding and Updating Accounts
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  Can I remove all Simplifi's guesses about recurring stuff and establish my own?

  Answered ✓ Closed kaltorak 38 views 1 comment 0 points Most recent by Coach Kristina August 11Bills and Income
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  Amount Matching: Ability to manually set the range for 'Limited Range' (edited)

  Active setheps 13 views 1 comment 4 points Most recent by EL1234 August 11Feature Requests
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  4

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 86 views 3 comments 4 points Most recent by esender August 10Feature Requests
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  Saving goals not factored into Projected Cash Flow?

  Closed Danpam1024 27 views 1 comment 0 points Most recent by Coach Kristina August 10Projected Cash Flow
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  Unable to connect to Fidelity Akoya

  Closed System 84 views 4 comments 0 points Most recent by Coach Kristina August 10Adding and Updating Accounts
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  1

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  Bills & Payments: Add a Date Range Shortcut/Saved Date Range (edited)

  Active rbsimplifi 12 views 0 comments 1 point Started by rbsimplifi August 10 Feature Requests
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  12 Month Projected Cash Flow added!

  Closed Danpam1024 23 views 0 comments 1 point Started by Danpam1024 August 10 Projected Cash Flow
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  Merged: Save or Bookmark Filters

  dmccoyQCH 5 views 0 comments 1 point Started by dmccoyQCH August 10 Feature Requests
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  1

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  Add a 180 Day option to Investment Balances and Performance Graphs (edited)

  Active BHazeltine 11 views 0 comments 1 point Started by BHazeltine August 10 Feature Requests
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  Merged: Add Indexes to Performance Charts

  BHazeltine 4 views 0 comments 1 point Started by BHazeltine August 10 Feature Requests
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  Merged: Ability to associate a Tag with a specific category

  Ruth 13 views 0 comments 1 point Started by Ruth August 9 Feature Requests
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  Cannot connect to Citibank

  Closed System 75 views 5 comments 0 points Most recent by Ruth August 9Adding and Updating Accounts
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  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 21 views 1 comment 0 points Most recent by Coach Jon August 9Troubleshooting
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  How do you set the range limits for a recurring bill?

  Closed setheps 22 views 1 comment 0 points Most recent by Coach Jon August 9Managing Your Transactions
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  Ameris Bank Mortgage - FDP-108 (edited)

  Closed JCG2042 52 views 9 comments 1 point Most recent by Coach Jon August 9Adding and Updating Accounts
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  No longer able to connect to Ally Bank - FDP-102 code

  Closed ruthready 147 views 7 comments 1 point Most recent by ruthready August 9Adding and Updating Accounts
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  2

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  Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)

  Active Max1223 68 views 5 comments 2 points Most recent by Coach Natalie August 9Feature Requests
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  Anyone having recurring income skip weeks in projected cash flow

  Closed JCG2042 18 views 3 comments 0 points Most recent by Coach Natalie August 9Troubleshooting
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  1
  Automatically fallback to other online banking connectors (edited)

  Already Offered Closed jade 38 views 4 comments 1 point Most recent by Coach Natalie August 9Feature Requests
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  Does anyone else have an incomplete breakdown by category for 12 months in watchlist in web app?

  Closed UrsulaA 183 views 22 comments 0 points Most recent by RockLee August 8Report a Bug
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  [ONGOING] 7/17/24: Coinbase returns an FDP-103, No Longer Offers Legacy API Keys

  Coach Natalie 775 views 2 comments 2 points Most recent by Coach Natalie August 8Current Online Banking Issues
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  Merged: Connect multiple bills to a single (split) transaction

  christyadamsphd 3 views 0 comments 1 point Started by christyadamsphd August 8 Feature Requests
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  45
  Increase the Time Range on Projected Cash Flow Chart [edited] (6 Merged Votes)

  Completed Closed mazar1977 622 views 31 comments 45 points Most recent by RobWilk August 8Feature Requests