Recent Discussions

Discussion List

• 
  3

  Up Down
  Ability to attach files to Savings Goals (edited)

  Active Jessica A 22 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  14

  Up Down
  Savings Goals: add Notes

  Active BlackNumberOne 72 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
• 
  Looking for a paid Simplifi Coach.

  Closed ken.acer 90 views 9 comments 0 points Most recent by ken.acer November 2025Using the Spending Plan
• 
  Export missing data: the last straw :(

  Closed Max1223 94 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
• 
  6

  Up Down
  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 72 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
• 
  Display of Uncategorized

  Closed J3rabb 32 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
• 
  Simplifi Suggestions (edited)

  Closed tomba51 34 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  Dismissing Bill Reminder removes charge from Cash Flow

  Answered ✓ Closed michaeljcampbell 111 views 8 comments 0 points Most recent by RobWilk November 2025Bills and Income
• 
  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 42 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
• 
  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 1 view 0 comments 1 point Started by bethimusprime November 2025 Feature Requests
• 
  4

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 51 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
• 
  2

  Up Down
  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 31 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  1

  Up Down
  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 53 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  7

  Up Down
  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 146 views 16 comments 7 points Most recent by RobWilk November 2025Feature Requests
• 
  Pending vs. Cleared transactions

  Closed tim40 62 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
• 
  Navy FCU : FDP-105

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  TD Canada Trust connection issue

  Closed System 21 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 68 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Started by blazyt November 2025 Report Missing Financial Institution
• 
  66

  Up Down
  Ability to Reopen Closed Accounts (edited)

  Active SZR 1K views 26 comments 66 points Most recent by J_M_F November 2025Feature Requests
• 
  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 155 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 86 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 137 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
• 
  2

  Up Down
  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 62 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  Gemini account not linking credit card

  Closed GF-2025 957 views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
• 
  Investments Performance tab not displaying correctly.

  Closed jgo 83 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.2K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Started by ferrulli November 2025 Feature Requests
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting