Recent Discussions

Discussion List

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  Invoice Feedback: Need "Enter/Return" key to be effective

  Closed jonathanstarward 12 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts
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  Savings Goals show wrong completion percentages and other incorrect info (edited)

  Closed MattS 52 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 39 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 25 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Merged: Allow deletion of all business categories (edited)

  Closed Midwest867 11 views 0 comments 1 point Most recent by Midwest867 February 4Feature Requests
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  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 22 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
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  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 25 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  American Education Services - Care Code: FDP-530

  Closed atantillo 24 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 82 views 7 comments 13 points Most recent by EL1234 February 3Feature Requests
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  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Most recent by wck_austin February 3Feature Requests
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  Support for Cinefi

  Active fortitood 14 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 3Report a Bug
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 16 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 23 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 90 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 24 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Define Your 2026 Finances in Just One Word

  Closed Coach Jon 206 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
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  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Most recent by jms1005 February 3Report a Bug
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 273 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 63 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 76 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 37 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
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  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug
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  Spending Plan - How to include checking account balance?

  Closed djp2025 30 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 14 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 89 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 35 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 75 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 5 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts