Recent Discussions

Discussion List

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  Proper Accounting for Stripe Integrated Payments****Currently Not Accurate

  robertanthony87 52 views 8 comments 0 points Most recent by Coach Tara March 7Quicken Business & Personal Feedback
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  Linking a transaction to a recurring payment deletes it

  Emacken 25 views 3 comments 0 points Most recent by Coach Jon March 7Report a Bug
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  Text in "link transfers" unreadable in dark mode

  billy.govols 64 views 15 comments 0 points Most recent by billy.govols March 7Report a Bug
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  "Simplifi has already added all my accounts" message with EverBank

  System 10 views 2 comments 0 points Most recent by Coach Jon March 7Adding and Updating Accounts
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  [ONGOING] 02/21/25: SoFi Loan Accounts Displaying Repayment Amount Instead of Loan Balance

  Coach Jon 48 views 1 comment 2 points Most recent by Coach Jon March 7Current Online Banking Issues
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  Unable to connect to Vanguard ROTH and brokerage accounts

  Palavis 96 views 5 comments 0 points Most recent by vanmanadvsim March 7Adding and Updating Accounts
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  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 90 views 17 comments 23 points Most recent by Coach Natalie March 7Feature Requests
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  Integrate Quicken Simplifi with TurboTax (edited)

  Completed Bill from Colorado 445 views 9 comments 0 points Most recent by Coach Natalie March 7Feature Requests
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  Northwestern Mutual Life Insurance

  In Review todd1 3.1K views 74 comments 111 points Most recent by jtb36 March 7Report Missing Financial Institution
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  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Active Bread01 312 views 20 comments 12 points Most recent by jtb36 March 7Feature Requests
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  Profit & Loss Report

  Active Charles Collins 447 views 19 comments 17 points Most recent by jtb36 March 7Feature Requests
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  Merged: Add Ability to Edit Savings Goal Start Date

  Closed Aviian 5 views 0 comments 2 points Most recent by RobWilk March 7Feature Requests
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  Mobile App: Ability to create a Watchlist without an emoji (edited)

  Active MishaM 25 views 3 comments 1 point Most recent by Flopbot March 6Feature Requests
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  Can't get rules to work (new to Simplifi)

  barncrow 73 views 12 comments 0 points Most recent by DryHeat March 6Troubleshooting
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  NEW 3/6/25: Cleared transactions linked to a Recurring Reminder disappearing

  Announcement Coach Natalie 60 views 0 comments 0 points Started by Coach Natalie March 6 Known Product Issues
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  Apple Wallet Not showing up in list of accounts

  Dave Mann 22 views 2 comments 0 points Most recent by Dave Mann March 6Adding and Updating Accounts
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  Missing transactions

  todd.r.king61 29 views 7 comments 0 points Most recent by DannyB March 6Report a Bug
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  Apple Wallet not syncing with Simplifi

  aeolian 20 views 2 comments 0 points Most recent by aeolian March 6Adding and Updating Accounts
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  Osaic and Equipt

  Active jimsug 43 views 10 comments 2 points Most recent by MDYoder March 6Report Missing Financial Institution
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  Unable to delete future-dated imported transactions (edited)

  EdCallahan 82 views 8 comments 0 points Most recent by Coach Natalie March 6Troubleshooting
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  Nordstrom Credit Card

  Albany_Park00 148 views 7 comments 1 point Most recent by Albany_Park00 March 6Adding and Updating Accounts
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  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 28 views 2 comments 7 points Most recent by SRC54 March 6Feature Requests
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  Request for BMO Alto

  Active rajarajan31 408 views 17 comments 9 points Most recent by icyspace March 6Report Missing Financial Institution
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  Zillow value is stale

  Duke0486 31 views 6 comments 0 points Most recent by SRC54 March 6Report a Bug
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  Please add People First Federal Credit Union

  Active B_H 18 views 4 comments 1 point Most recent by B_H March 6Report Missing Financial Institution
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  Customize categories?

  Answered ✓ neencollc 113 views 8 comments 0 points Most recent by Coach Tara March 6Business Categories
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  Jackson National Life still not connecting

  vizliz 16 views 4 comments 0 points Most recent by vizliz March 5Adding and Updating Accounts
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  USAA accounts constantly losing connection to simplifi

  ssparrish 83 views 15 comments 0 points Most recent by Coach Jon March 5Adding and Updating Accounts
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  Subscription refund

  mikebrew 15 views 1 comment 0 points Most recent by Coach Jon March 5Troubleshooting
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  Barclay/Carnival Cruise Credit Card FDP-103 error (edited)

  damnedxer 42 views 8 comments 0 points Most recent by Coach Natalie March 5Adding and Updating Accounts