Recent Discussions

Discussion List

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  Simplifi is very close but it's too cumbersome to use for me

  Closed Chrobrego 70 views 8 comments 0 points Most recent by DannyB September 2024Feedback
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 1.8K views 28 comments 47 points Most recent by am21 September 2024Feature Requests
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  A Tale of Two Checking Accounts

  Closed SRC54 29 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts
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  Exporting to csv no longer includes Notes field (edited)

  Closed FabianW 95 views 12 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  This is it...

  Closed Mike Popiel 45 views 4 comments 3 points Most recent by Flopbot September 2024Introduce yourself!
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  I had to throw the towel in on Simplifi

  Closed smitp111 82 views 3 comments 1 point Most recent by SRC54 September 2024Feedback
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 37 views 3 comments 0 points Most recent by EL1234 September 2024Managing Your Transactions
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  Bill Connect: Add Fremont Insurance

  Active Mike Popiel 8 views 0 comments 1 point Started by Mike Popiel September 2024 Report Missing Financial Institution
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  Web: Auto complete on category a little messed up

  Closed RobWilk 115 views 26 comments 0 points Most recent by RobWilk September 2024Troubleshooting
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  Error connecting to American Funds Retirement Planning Center (Care: FDP-155)

  Closed LyT 129 views 1 comment 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Manual account balance is incorrect

  Closed bost.05 112 views 19 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  If Payee is new, set Category to Uncategorized

  Active DavidB 13 views 0 comments 3 points Started by DavidB September 2024 Feature Requests
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 253 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  Coign Credit Card Request

  Active SRC54 58 views 5 comments 2 points Most recent by SRC54 September 2024Report Missing Financial Institution
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 26 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Most Requested Report Features

  Closed UrsulaA 92 views 1 comment 5 points Most recent by UrsulaA September 2024FAQ Section
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  Bill Paid Notification says "less than" when it should say "more than" and vice versa (edited)

  System 173 views 16 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Merged: Anyone else see erroneous bill notification?

  SRC54 13 views 0 comments 0 points Started by SRC54 September 2024 Feedback
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  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 168 views 5 comments 2 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Second United Wholesale Mortgage URL

  In Review monroe 847 views 22 comments 8 points Most recent by Maph2880 September 2024Report Missing Financial Institution
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  Merged: Ally Bank

  djmccauley1958 20 views 0 comments 0 points Started by djmccauley1958 September 2024 Adding and Updating Accounts
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  Mobile Releases 5.12.0 - 5.12.3

  Closed Coach Natalie 422 views 0 comments 2 points Started by Coach Natalie September 2024 Updates From the Product Team
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  Santander Credit Card Showing Credit Available Instead of Balance

  Jeremy Young 280 views 57 comments 0 points Most recent by Jeremy Young September 2024Adding and Updating Accounts
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  Web Release 4.23.0

  Closed Coach Natalie 498 views 0 comments 2 points Started by Coach Natalie September 2024 Updates From the Product Team
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  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 46 views 1 comment 2 points Most recent by Coach Natalie September 2024Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 455 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  14
  Customizable Columns in Watchlists [edited]

  Completed Closed prat0088 103 views 5 comments 14 points Most recent by Coach Natalie September 2024Feature Requests
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  101
  Customizable Columns in Reports/Include 'Notes' Column (edited)

  Completed Closed TheNigerianPrince 972 views 50 comments 101 points Most recent by Coach Natalie September 2024Feature Requests
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  Push notifications for account transactions are only triggered after the app is opened

  Closed nfgreen 53 views 9 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  How to set a default category for an unrecognized payee?

  Closed DavidB 44 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions