Recent Discussions

Discussion List

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  Feedback and suggestions for Simplifi from a new user (multiple features)

  leogibson 36 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  Merged: Include Transfers in Reports OR Create Recurring Manual Transactions Automatically

  Closed ewd_20834756 3 views 0 comments 1 point Started by ewd_20834756 April 20 Feature Requests
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  Fix past balance on loan account?

  Answered ✓ trewbux 39 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 901 views 37 comments 119 points Most recent by MishaM April 20Feature Requests
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  Merged: Planned Spend Summary

  Closed asifgahmad 5 views 0 comments 1 point Started by asifgahmad April 20 Feature Requests
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  Ability to see a Total/Summary for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 898 views 60 comments 82 points Most recent by asifgahmad April 20Feature Requests
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  Voya Financial won't reconnect - "No eligible accounts found"/"You have already added all accounts"

  sburley 143 views 20 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
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  SEI Client Connect FDP-101 (edited)

  davidcwalls 46 views 5 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 722 views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 10 views 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Deletion Security Prompts

  Simpli_User_101 29 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Stu B 16 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Recurring History Missing with Bill Connect On (edited)

  tvlkidd 27 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
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  Chase Bank Checking classified as Investment Account

  JAXmultiplat 16 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Apple Card not bringing in correct “appears on your Apple Card statement as”

  n2it 16 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 19 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Sort Watchlists by "Current Spending" [Edited]

  Active Couldever 244 views 0 comments 1 point Started by Couldever April 19 Feature Requests
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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 1.2K views 24 comments 72 points Most recent by eliot.choi April 19Feature Requests
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  Merged: Add a "Transfers" category to Spending Plan

  Closed cyberstackn 12 views 0 comments 2 points Most recent by EL1234 April 19Feature Requests
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 142 views 9 comments 15 points Most recent by EL1234 April 19Feature Requests
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  Merged: Adding Tags to Split Transactions now requires clicking 3-dot menu. NOT GOOD.

  Closed MorganG48 7 views 0 comments 0 points Started by MorganG48 April 18 Feedback
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  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 8 views 0 comments 0 points Started by RickS April 18 Report a Bug
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 506 views 29 comments 54 points Most recent by Levanima April 18Feature Requests
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  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Active Roux 29 views 3 comments 7 points Most recent by Coach Kristina April 18Feature Requests
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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 845 views 64 comments 112 points Most recent by n2it April 18Feature Requests
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  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
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  Merged: Actual vs Planned

  Closed JanB 5 views 0 comments 1 point Started by JanB April 18 Feature Requests
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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 739 views 28 comments 101 points Most recent by JanB April 18Feature Requests
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  Unable to find WBREOX in the holdings list (edited)

  jmqn7 33 views 3 comments 0 points Most recent by Coach Jon April 17Investments
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 10 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller