Recent Discussions

Discussion List

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  Simplifi Business & Personal Information

  Dick_Davis 21 views 2 comments 1 point Most recent by Dick_Davis December 5Getting Started
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  110011 61 views 11 comments 0 points Most recent by Coach Jon December 5General Troubleshooting
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  Midland National Annuity FDP-106 (edited)

  PJLmoney 268 views 34 comments 0 points Most recent by Coach Natalie December 5Adding and Updating Accounts
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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 3.5K views 81 comments 279 points Most recent by Max1223 December 5Feature Requests
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  [ONGOING] 11/21/25: Matthews Asian Funds returns an FDP-102 error

  Coach Natalie 11 views 1 comment 0 points Most recent by Coach Natalie December 5Current Online Banking Issues
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 5Feature Requests
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  Request: link U.S. Bank retirement accounts

  mattyrazz7 30 views 4 comments 0 points Most recent by mattyrazz7 December 5Adding and Updating Accounts
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 47 views 4 comments 6 points Most recent by SRC54 December 5Feature Requests
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  Maryland529 Aggregator Link (edited)

  Active BenTrackingFinances 95 views 6 comments 6 points Most recent by DatsWassup December 5Report Missing Financial Institution
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  38

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  Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 625 views 17 comments 38 points Most recent by EL1234 December 4Feature Requests
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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 76 views 6 comments 8 points Most recent by SRC54 December 4Feature Requests
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  Bill Connect: Costco Not Connecting

  TiggerTrainer 86 views 18 comments 0 points Most recent by Coach Jon December 4Bills and Income
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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 534 views 20 comments 60 points Most recent by patate1684 December 4Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.8K views 64 comments 211 points Most recent by santoshamb December 4Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 30 views 2 comments 3 points Most recent by SRC54 December 4Feature Requests
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 312 views 15 comments 18 points Most recent by SRC54 December 4Feature Requests
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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 256 views 11 comments 18 points Most recent by DryHeat December 4Feature Requests
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  9

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 170 views 9 comments 9 points Most recent by TiggerTrainer December 4Feature Requests
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  Projected Spending Logic in Watchlists (edited)

  jwphillips 26 views 3 comments 0 points Most recent by SRC54 December 4Using Watchlists
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  Check # field is missing on the mobile app

  System 97 views 16 comments 0 points Most recent by Coach Jon December 4Report a Bug
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  [ONGOING] 11/20/25: HealthEquity returns an FDP-102 error

  Coach Natalie 126 views 1 comment 0 points Most recent by Coach Jon December 4Current Online Banking Issues
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 22 views 4 comments 6 points Most recent by TiggerTrainer December 4Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  ThePi_Treasurer 29 views 4 comments 0 points Most recent by Coach Natalie December 4Report a Bug
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  CIT Bank N.A request-body-field error

  Marquette42 129 views 7 comments 2 points Most recent by Mike2023 December 4Adding and Updating Accounts
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 21 views 2 comments 5 points Most recent by DannyB December 4Feature Requests
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  NEW 12/3/25: Summit CU returns an FDP-102 error

  Announcement Coach Natalie 12 views 0 comments 0 points Started by Coach Natalie December 3 Current Online Banking Issues
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  Add State Nebraska Bank and Trust

  Krick 12 views 3 comments 1 point Most recent by Coach Natalie December 3Adding and Updating Accounts
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  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 7 views 0 comments 0 points Most recent by Iva December 3Feedback
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  NEW 12/3/25: PB&T Bank returns an FDP-181 error

  Announcement Coach Natalie 10 views 0 comments 0 points Started by Coach Natalie December 3 Current Online Banking Issues
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 120 views 23 comments 0 points Most recent by Coach Jon December 3Feedback