Recent Discussions

Discussion List

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  American Century Investment Missing Accounts (edited)

  Closed Tony A 136 views 28 comments 0 points Most recent by vollmas September 2024Adding and Updating Accounts
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  Morgan Stanley at Work

  Closed jk71 26 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  11

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  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Active mrzoops 45 views 6 comments 11 points Most recent by RobWilk September 2024Feature Requests
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  Merged: PennyMac Home Loan Solutions

  jk71 4 views 0 comments 0 points Started by jk71 September 2024 Adding and Updating Accounts
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  Goals - Undo or Edit Spent Amount

  Answered ✓ Closed cowboydude99 33 views 3 comments 0 points Most recent by Coach Natalie September 2024Using Savings Goals
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  Planned Spending Expense Series changes reverting (edited)

  Closed ClintMc 18 views 1 comment 0 points Most recent by Coach Jon September 2024Report a Bug
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  Merged: Simplifi and Venmo

  judy1 4 views 0 comments 1 point Started by judy1 September 2024 Feature Requests
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  Property and Debt Panel shows zero dollars Debt

  Closed millsmn 128 views 8 comments 2 points Most recent by Coach Jon September 2024Report a Bug
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  Watchlists: Add option to always show 12 month average regardless of transaction dates

  Closed Wedo778 48 views 5 comments 1 point Most recent by Coach Jon September 2024Using Watchlists
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  We are unable to connect to Teacher Retirement System of Texas at this time. Care Code: FDP-155

  Closed darren_woods 44 views 3 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  2
  Ability to enter a Start Date for Watchlists (edited)

  Planned EL1234 98 views 1 comment 2 points Most recent by Wedo778 September 2024Feature Requests
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  Android Tablets

  Closed vad 25 views 2 comments 0 points Most recent by vad September 2024Feedback
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  Running balance column (edited)

  Closed in2ndo 98 views 5 comments 0 points Most recent by UrsulaA September 2024Bills and Income
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  Transfers not showing up in the Spending Plan

  Closed Kseniya 83 views 12 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 90 views 9 comments 0 points Most recent by everydave September 2024Projected Cash Flow
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  Newbi to SimpliFi

  Closed CK9 34 views 4 comments 3 points Most recent by RobWilk September 2024Introduce yourself!
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  Simplifi Idea List/Roadmap

  Closed UrsulaA 122 views 2 comments 4 points Most recent by SRC54 September 2024FAQ Section
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  34

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  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Active dave_sxxxxx 276 views 9 comments 34 points Most recent by Curucaman September 2024Feature Requests
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  Adding a new credit card to an existing bank account with other cards?

  Closed DavidB 57 views 6 comments 0 points Most recent by DavidB September 2024Adding and Updating Accounts
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  6

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  Functionality to track Insurance Policies

  Active Skyfox675 127 views 2 comments 6 points Most recent by FinTechMan September 2024Feature Requests
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  K.I.S.S.

  Closed Technomutt 68 views 7 comments 1 point Most recent by SRC54 September 2024Introduce yourself!
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  Is there any update on AXOS bank fdp-103?

  Answered ✓ Closed Botkins196 57 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  Escaping spreadsheets and YNAB

  Closed mhicheil157 50 views 4 comments 1 point Most recent by Coach Kristina September 2024Introduce yourself!
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  Connect Biller: Dominion Energy UT trouble connecting

  Closed Dwerp27 22 views 3 comments 0 points Most recent by Coach Kristina August 2024Bills and Income
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  Payees & rules limitations, not useful for my use case.

  Closed snovvman 25 views 1 comment 0 points Most recent by UrsulaA August 2024Managing Your Transactions
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  3

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  Ability to use biometrics to sign into the Web App (edited)

  Active patrickdundon 48 views 5 comments 3 points Most recent by adj August 2024Feature Requests
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  Add Great Northwest Federal Credit Union

  Closed Brjosh 13 views 1 comment 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  Spending Plan Versus Budget

  Closed UrsulaA 174 views 3 comments 2 points Most recent by UrsulaA August 2024FAQ Section
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  Savings Goals Enhancements Survey Update and Top 10 Ideas

  Closed UrsulaA 65 views 0 comments 4 points Started by UrsulaA August 2024 FAQ Section
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 34 views 0 comments 1 point Started by UrsulaA August 2024 FAQ Section