Recent Discussions

Discussion List

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  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 14 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
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  Spending Plan - Adjusting for Paycheck Coming in prior month

  Closed fantasmic 30 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
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  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests
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  Merged: Investor 360

  Closed Tabbykat 403 1 view 0 comments 1 point Most recent by Tabbykat 403 January 9Report Missing Financial Institution or Biller
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  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 50 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  UAS Connect Account connecting but showing $0 balance

  Closed mscemcee 50 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
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  Web Release 4.89.0

  Closed Coach Natalie 243 views 0 comments 1 point Most recent by Coach Natalie January 9Updates From the Product Team
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  Ability to optimize number display - Round off decimals, Abbreviate large numbers (edited)

  Active DR1234 41 views 5 comments 4 points Most recent by DR1234 January 9Feature Requests
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  Add Labels to Flags

  Active Flopbot 334 views 20 comments 34 points Most recent by Dick_Davis January 9Feature Requests
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  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ Closed N4KHQ 58 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
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  Firstbank of Colorado FDP-101/FDP-109/FDP-102 error (edited)

  Closed JCMoritz 398 views 25 comments 0 points Most recent by JCMoritz January 8Adding and Updating Accounts
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  Merged: Public API (Bump)

  Closed hughcumber 1 view 0 comments 1 point Most recent by hughcumber January 8Feature Requests
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  US Bank Credit Cards with Zero Balance

  Closed nrp06 9 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
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  Deleting a Parent Category in Categories & tags displays a spelling error (edited)

  Closed Lady_MCSE 67 views 3 comments 2 points Most recent by Coach Jon January 8Report a Bug
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  Ability to add Tags to Investment Holdings (edited)

  TRS_One 12 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 108 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Loan Balance Now Shows Negative - Thanks For Fixing

  Closed MikeZ 13 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
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  Elevations Credit Union sync outage - to.100/FDP-101 error (edited)

  Closed RFL281 352 views 20 comments 2 points Most recent by fooblahblah January 8Adding and Updating Accounts
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 416 views 16 comments 49 points Most recent by TRS_One January 8Feature Requests
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  6
  Maryland529 Aggregator Link (edited)

  Completed Closed BenTrackingFinances 120 views 7 comments 6 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  Ability to search for original payees/"Appears on your statement as..." info (edited)

  Active MovingFromMint 152 views 6 comments 32 points Most recent by sbennet1 January 7Feature Requests
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  1
  Pershing BNY

  Completed Closed Rob A 175 views 15 comments 1 point Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  27
  Freedom Mortage

  Completed Closed WVMtnYeti 976 views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  Merged: Accrual‑Style Amortization for Non‑Monthly Bills in the Spending Plan

  Closed Budgeting101 1 view 0 comments 1 point Most recent by Budgeting101 January 7Feature Requests
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  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  Closed SRC54 22 views 0 comments 2 points Most recent by SRC54 January 7The Water Cooler
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  New to Simplifi

  Closed TarantulaTim 51 views 2 comments 1 point Most recent by SRC54 January 7Introduce yourself!
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  Record Savings for 2025

  Closed SRC54 25 views 0 comments 2 points Most recent by SRC54 January 7Share your Success!
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  Merged: Ability to see [planned spend] in cash flow

  Closed kinz 1 view 0 comments 1 point Most recent by kinz January 7Quicken Business & Personal Feature Requests
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  Merged: Alerus doesn’t connect, FDP-103 - Was Marked as Resolved. Not fixed.

  Closed Rwatkin1 1 view 0 comments 0 points Most recent by Rwatkin1 January 7Adding and Updating Accounts
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  Is There a Subcategory Breakdown in Reports? (edited)

  Answered ✓ Closed DK777 17 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports