Recent Discussions

Discussion List

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  Manually entered transactions are not being matched to downloaded ones (edited)

  Closed shely6875 220 views 13 comments 0 points Most recent by Coach Jon May 5Troubleshooting
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  ONGOING 5/5/26: Olympia Credit Union returns FDP-2102 error

  Coach Jon 84 views 1 comment 0 points Most recent by Coach Jon May 5Current Online Banking Issues
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  Cash flow usabilty improvement suggestions

  Closed RobI 86 views 2 comments 0 points Most recent by Coach Natalie May 5Feedback
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  Wealthsimple Account Linking Method Update

  Closed Joccob 181 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
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  Forever Pending Transaction ?

  Answered ✓ Closed neon45 44 views 3 comments 0 points Most recent by neon45 May 5Managing Your Transactions
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  Total Spending report data pre-filtered (edited)

  Closed JSE 106 views 4 comments 0 points Most recent by JSE May 4Troubleshooting
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  Bank connection for my.vanguardplan.com (edited)

  Closed jaredk821 25 views 1 comment 1 point Most recent by Coach Natalie May 4Adding and Updating Accounts
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  Amex Rewards Checking accounts: mapping of Payee field to Simplifi not correct

  Closed skyblade42 82 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts
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  Error FDP-390/OAuth 2.0 Authorization Server with Discover (edited)

  Closed Jeco 100 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts
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  Rules aren’t applying to transaction

  Closed hangingchad 72 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting
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  Spending report excludes positive transactions with expense categories (edited)

  Closed Alex K 70 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
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  Search for exact amount

  Closed EllieBean 32 views 3 comments 0 points Most recent by DryHeat May 4Managing Your Transactions
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  10
  KBB: Allow updated mileage for vehicles (edited)

  Completed Closed RipTWD 76 views 3 comments 10 points Most recent by Coach Natalie May 4Feature Requests
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  Added purchases in investment account, but there are no holdings present (edited)

  Closed lynchbro 147 views 5 comments 0 points Most recent by Coach Natalie May 4Investments
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  Transfer categorizes as expense in reports (edited)

  Closed Casablanca 223 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
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  Target Circle Card not syncing all transactions

  Closed otterbear 163 views 5 comments 0 points Most recent by otterbear May 4Adding and Updating Accounts
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  Recurring transaction - split cannot clear transaction to manual account

  Closed Stranger0715 82 views 6 comments 0 points Most recent by EL1234 May 3Troubleshooting
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  5

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  Add a confirmation dialog before creating new categories from a transaction

  Active EL1234 52 views 3 comments 5 points Most recent by Coach Janean May 3Feature Requests
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  FDP-103 Error for ADP 401k Retirement Account (mykplan.com)

  Closed modichirag 37 views 1 comment 0 points Most recent by Coach Janean May 3Adding and Updating Accounts
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  58

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  Ability to auto-backup and restore data (edited)

  Active asubbaiyanprof 1.4K views 32 comments 58 points Most recent by cloud May 2Feature Requests
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  Simplifi keeps saying can’t connect to Citibank

  Closed SiChi99 31 views 1 comment 0 points Most recent by Coach Janean May 2Adding and Updating Accounts
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  Barclays missing transactions and debits show as credits (edited)

  Closed Pamma 51 views 1 comment 1 point Most recent by Coach Janean May 2Adding and Updating Accounts
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  Rules not working

  Closed lynchbro 145 views 4 comments 0 points Most recent by lynchbro May 2Troubleshooting
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  1

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  QBP: Mileage Tracking - Set Up Recurring Travel Templates (edited)

  Active pointsofhonesty 28 views 0 comments 1 point Started by pointsofhonesty May 1 Quicken Business & Personal Feature Requests
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  Car loan is deducted from paycheck - how to track in simplifi? (edited)

  Answered ✓ Closed shely6875 60 views 1 comment 0 points Most recent by EL1234 May 1Bills and Income
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  Error Connecting to Wells Fargo Bank

  Closed SauPa 53 views 1 comment 0 points Most recent by Coach Jon May 1Adding and Updating Accounts
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  Merged: Month-to-Month Spending & Income Comparison Visualization

  Closed eitanl27 1 view 0 comments 1 point Started by eitanl27 May 1 Feature Requests
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  Following recent web app update, my rearranged dashboard layout is not saved

  Closed Duke0486 186 views 9 comments 0 points Most recent by Coach Jon May 1Report a Bug
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  Merged: Simplifi is missing 40% of April Transactions (edited)

  Closed Simpli_User_101 1 view 0 comments 0 points Started by Simpli_User_101 May 1 Report a Bug
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  SPLG holdings incorrectly labeled.

  Closed Karim Benbourenane 292 views 14 comments 0 points Most recent by Coach Natalie May 1Investments