Recent Discussions

Discussion List

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  Cash Flow Graph should account for variable (Statement Balance) Credit Card payments each month

  Active scottnliz 417 views 15 comments 32 points Most recent by DannyB September 2024Feature Requests
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  Charles schwab "You have already added all your accounts" (edited)

  Closed bharathbselvaraj 39 views 5 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Recurring Expenses Auto-Add to Planned Spending

  Closed dkerr0902 29 views 3 comments 1 point Most recent by DannyB September 2024Feedback
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  Add Rollover for recurring income

  Closed All Talk 32 views 2 comments 3 points Most recent by SRC54 September 2024Feedback
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  loan from friend

  Answered ✓ Closed Earle 26 views 1 comment 0 points Most recent by DannyB September 2024Getting Started
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  NewRez synchronization not working

  Closed Brian Montague 229 views 22 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  American Express Credit Cards not Updating on Finicity platform

  Closed 5thompson 38 views 3 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Problem (bug?) editing annual recurring bill

  Closed PhilS 43 views 6 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  8
  Add back Interactive Brokers

  Completed Closed Jodi Edgar 134 views 8 comments 8 points Most recent by Coach Natalie September 2024Report Missing Financial Institution
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  Unable to add Fremont Bank account (error FDP-106)

  Closed EllieSchuh 36 views 6 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Limit on Number of Accounts?

  Answered ✓ Closed myfriend 54 views 6 comments 0 points Most recent by SRC54 September 2024Adding and Updating Accounts
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  13

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  Add a progress bar to Watchlist cards (edited)

  Active SpaceTim 126 views 10 comments 13 points Most recent by SRC54 September 2024Feature Requests
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  2

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  Don't run Recurring Transaction Detection when connecting or reconnecting account (edited)

  Active UrsulaA 37 views 7 comments 2 points Most recent by UrsulaA September 2024Feature Requests
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  Merged: Close / Open all month transaction tabs

  KDC1996 6 views 0 comments 2 points Started by KDC1996 September 2024 Feature Requests
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  18
  Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

  Completed Closed aldas 320 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests
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  1
  Credit Score: Display a graph that shows score history over a selected period of time (edited)

  Completed Closed BlueGrits 27 views 2 comments 1 point Most recent by Coach Natalie September 2024Feature Requests
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  Discover Card returning FDP-102 Error

  Closed nakada 282 views 23 comments 0 points Most recent by KB2014 September 2024Adding and Updating Accounts
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  Portland General Electric (PGE) can no longer be linked in Simplifi

  Closed Dom 8 views 1 comment 0 points Most recent by Coach Jon September 2024Troubleshooting
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  Net Worth minus planned spending (with rollover amounts)

  Closed bridgex6 13 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  Wealthfront Direct indexing individual stocks

  Closed Vecozuhu 30 views 5 comments 0 points Most recent by Coach Natalie September 2024Investments
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  Is adding recurring bills when adding/linking an account expected in Simplifi now?

  Closed UrsulaA 41 views 3 comments 1 point Most recent by UrsulaA September 2024Bills and Income
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  Issues with bulk un-excluding transactions

  System 92 views 8 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Editing a Recurring Series is defaulting the Frequency to 'Every Month' (edited)

  Closed Kseniya 73 views 8 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Display issue in the savings report for accounts with parentheses in the name (edited)

  Closed Technomutt 104 views 15 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  Add UBS Mortgage

  Active JWV 108 views 6 comments 1 point Most recent by JWV September 2024Report Missing Financial Institution
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  Merged: Lively HSA

  WMG3 3 views 0 comments 1 point Started by WMG3 September 2024 Report Missing Financial Institution
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  7

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  Lively HSA

  In Review BTurner00 234 views 6 comments 7 points Most recent by WMG3 September 2024Report Missing Financial Institution
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  Amazon (Synchrony) appears to be down (FDP-103)

  Closed RobWilk 35 views 2 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  Fidelity CMA Transactions Can't be Unexcluded from Reports and Spending Plan

  Closed danielkeisling 309 views 47 comments 1 point Most recent by Coach Jon September 2024Troubleshooting
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  Pending Transactions at Citibank are counted twice in account balance?

  Closed AshleyP 30 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts