Recent Discussions

Discussion List

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  Credit Card transactions missing

  Closed rjbaumgart 76 views 11 comments 0 points Most recent by Coach Jon September 2024Troubleshooting
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  Merged: Credit Card Transactions Missing

  Closed rjbaumgart 3 views 0 comments 0 points Started by rjbaumgart September 2024 Report a Bug
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  Multiple credit card transactions suddenly appearing in Simplifi that don't seem to be mine

  Closed Jbono 44 views 2 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Simplifi creating spurious "series" transaction

  Closed DavidB 64 views 5 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  Newport Group no longer connecting - FDP-105 error (edited)

  Closed tragicview 140 views 16 comments 0 points Most recent by tragicview September 2024Adding and Updating Accounts
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  LPL Financial Not connecting - FDP-101 error (edited)

  Closed DomB 267 views 9 comments 1 point Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 13 views 1 comment 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  Merged: Is anyone having a problem connecting to LPL?

  Closed Jep2015 5 views 0 comments 0 points Started by Jep2015 September 2024 Adding and Updating Accounts
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 152 views 30 comments 1 point Most recent by kgpreet September 2024Report a Bug
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  Merged: Percentages in the Reports Section graphs (edited)

  Closed EDG 7 views 0 comments 1 point Started by EDG September 2024 Feature Requests
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 178 views 9 comments 32 points Most recent by EDG September 2024Feature Requests
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  Web Release 4.26.0

  Closed Coach Natalie 344 views 0 comments 0 points Started by Coach Natalie September 2024 Updates From the Product Team
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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 14 views 0 comments 1 point Started by LakGoy September 2024 Feature Requests
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  Bills not showing up in spending plan

  Closed barrett 140 views 3 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Need to add new Provider as Prudential switched to wealth.emaplan.com for their backend

  Closed perrynmyers 52 views 2 comments 0 points Most recent by perrynmyers September 2024Adding and Updating Accounts
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  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 570 views 26 comments 54 points Most recent by Arrowhead Adam September 2024Feature Requests
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  Merged: Make it easier to add/edit monthly balances for manually tracked accounts

  Closed scottishbaribone 3 views 0 comments 1 point Started by scottishbaribone September 2024 Feature Requests
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  Star One Credit Union all accounts showing zero balance

  Closed RajOnTrack 91 views 19 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  [ONGOING] 09/10/24: Manual Account Balance Issues

  Coach Jon 359 views 1 comment 4 points Most recent by Coach Jon September 2024Known Product Issues
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  [ONGOING] 09/10/24: Checking Accounts Connected via Finicity Displayed as Brokerage Accounts

  Coach Jon 258 views 1 comment 3 points Most recent by Coach Jon September 2024Current Online Banking Issues
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  Flag colors inconsistent between web and mobile

  ajbopp 49 views 4 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  Flat Branch Home Loans

  Active esurratt 8 views 0 comments 1 point Started by esurratt September 2024 Report Missing Financial Institution
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  Robinhood Performance not updating since March 7th 2024 (edited)

  reddog1987 243 views 35 comments 1 point Most recent by reddog1987 September 2024Adding and Updating Accounts
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  Ability to have Flags in Investment Transactions (edited)

  Active UrsulaA 16 views 0 comments 2 points Started by UrsulaA September 2024 Feature Requests
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  Best Buy Credit Card FDP-102 Error

  Closed jstipe66 52 views 5 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Actual spending versus target/budgeted amount

  Answered ✓ Closed ejs 48 views 2 comments 0 points Most recent by ejs September 2024How do you Quicken Simplifi?
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  How to get data over 90 days old? (edited)

  Answered ✓ Closed Redfourjohnd 75 views 2 comments 0 points Most recent by Coach Natalie September 2024Getting Started
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  Downloaded transactions are out of order (in random date order)

  Closed ThirdCoastFan 47 views 6 comments 0 points Most recent by ThirdCoastFan September 2024Report a Bug
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 28 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
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  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 37 views 2 comments 0 points Most recent by maxtheinvest September 2024Using Reports