Recent Discussions

Discussion List

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  17

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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 171 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  Future payment series show up as client credits

  Closed sidewalkboots 42 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 42 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 51 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Simplify - Ally Bank no longer connecting (request-body-field-unsupported)

  Closed mint_to_ 42 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Credit Union of Colorado - FDP-106 error (edited)

  Closed Knogeo 52 views 5 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  NMBT transition to UMB Bank

  Closed dont 21 views 2 comments 0 points Most recent by dont October 2025Adding and Updating Accounts
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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 52 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  Amex 401 error

  Closed jason2 31 views 3 comments 0 points Most recent by jason2 October 2025Adding and Updating Accounts
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  Zillow Integration: Share your feedback here!

  Closed Coach Natalie 1.1K views 71 comments 2 points Most recent by Coach Natalie October 2025Feedback
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  Zillow address not found

  Closed kwillg 131 views 11 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Zillow address not found

  Closed gtseamus 61 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Web Release 4.79.0

  Closed Coach Natalie 341 views 0 comments 2 points Started by Coach Natalie October 2025 Updates From the Product Team
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 81 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
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  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 11 views 0 comments 2 points Started by JCG2042 October 2025 Report Missing Financial Institution
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  Mobile Release 5.41.0

  Closed Coach Natalie 291 views 0 comments 1 point Started by Coach Natalie October 2025 Updates From the Product Team
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  When will Health Equity issue not syncing investment account be fixed?

  Answered ✓ Closed ZeeBo22 82 views 5 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 41 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Can't delete a tag

  Closed WB1742 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Troubleshooting
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  Editing Transactions for Previous Months is Insanely Frustrating

  Closed SirCharles 21 views 1 comment 0 points Most recent by RobWilk October 2025Troubleshooting
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  considering migrating to Quicken Business & Personal, how to migrate data

  Closed dhdurgee 126 views 5 comments 0 points Most recent by DannyB October 2025Getting Started
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  Simplifi triggers email from Apple? "You requested your purchase details" (through American Express)

  Closed khad 543 views 20 comments 0 points Most recent by SimplifyUserK October 2025Report a Bug
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  Transaction list not grouping by date correctly

  Closed strwrsdbz 51 views 5 comments 2 points Most recent by strwrsdbz October 2025Feedback
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 41 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
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  7

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  Make Simplifi's "automatic" actions subject to user control in Settings

  Active DryHeat 43 views 4 comments 7 points Most recent by mluhring October 2025Feature Requests
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  Merged: Running balance for individual banking accounts

  Closed JMQkn 11 views 0 comments 2 points Started by JMQkn October 2025 Feature Requests
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  Help with counting transfers as income (edited)

  Closed z1r 126 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  3 Dot Menu Selections for the Income section of the Spending Plan

  Closed DannyB 41 views 5 comments 0 points Most recent by DannyB October 2025How do you Quicken Simplifi?
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  Care credit : unable to connect at this time

  Closed RobWilk 41 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Space Coast Credit Union FDP-101

  Closed zaneb 41 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts