Recent Discussions

Discussion List

• 
  Merged: Allow deletion of all business categories (edited)

  Closed Midwest867 11 views 0 comments 1 point Most recent by Midwest867 February 4Feature Requests
• 
  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 23 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
• 
  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 24 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
• 
  American Education Services - Care Code: FDP-530

  Closed atantillo 23 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  12

  Up Down
  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 81 views 7 comments 12 points Most recent by EL1234 February 3Feature Requests
• 
  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Most recent by wck_austin February 3Feature Requests
• 
  1

  Up
  Support for Cinefi

  Active fortitood 12 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
• 
  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 3Report a Bug
• 
  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 12 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Issue downloading splits to CSV (edited)

  Closed gfrascione 21 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
• 
  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 74 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 23 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
• 
  Define Your 2026 Finances in Just One Word

  Closed Coach Jon 201 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
• 
  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Most recent by jms1005 February 3Report a Bug
• 
  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 228 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 61 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
• 
  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 73 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
• 
  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 34 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
• 
  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug
• 
  Spending Plan - How to include checking account balance?

  Closed djp2025 24 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
• 
  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 12 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
• 
  5

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 83 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
• 
  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback
• 
  2

  Up Down
  Ability to filter transactions by day of month (edited)

  Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
• 
  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 76 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
• 
  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 5 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
• 
  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 23 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 3 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
• 
  EQ Bank Error FDP-106

  Closed donnajean 142 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  Auto txn based alert

  Closed jayyan 11 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback