Recent Discussions

Discussion List

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  New Financial Institution - WorkSaveRetire

  Active budgetm8 1 view 0 comments 2 points Most recent by budgetm8 November 2025Feature Requests
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  Shouldn't "Spaces" and "Sharing" be separate features?

  Closed Stu B 101 views 6 comments 0 points Most recent by SRC54 November 2025Using Space Sharing
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 40 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
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  Total Shareholder Return (TSR)

  Active ssoko 1 view 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  Add Sharebuilders 401K - Ascensus (edited)

  Active admarkowitz 62 views 6 comments 1 point Most recent by admarkowitz November 2025Report Missing Financial Institution or Biller
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  Gift a Simplifi subscription (edited)

  Active cczh 528 views 5 comments 19 points Most recent by TiggerTrainer November 2025Feature Requests
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  When will J. Crew's credit card be added?

  Answered ✓ Closed surelyshirly 99 views 9 comments 0 points Most recent by surelyshirly November 2025Adding and Updating Accounts
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  Add support for J.Crew Credit Card

  Active surelyshirly 13 views 0 comments 6 points Most recent by surelyshirly November 2025Feature Requests
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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 54 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Why was the field for check number removed?

  Closed dstockwe52 1 view 0 comments 0 points Most recent by dstockwe52 November 2025Managing Your Transactions
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  Computershare FDP-192

  Closed MightyIrish 34 views 1 comment 3 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Zeal Credit Union FDP-195 error (edited)

  Closed Kelacom 73 views 12 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 200 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Number format wrong on email notifications (edited)

  Closed RobWilk 378 views 21 comments 3 points Most recent by RobWilk November 2025Report a Bug
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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 41 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  Mobile Releases 5.43.0 & 5.43.1

  Closed Coach Natalie 182 views 0 comments 0 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 987 views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.83.0

  Closed Coach Natalie 204 views 0 comments 1 point Most recent by Coach Natalie November 2025Updates From the Product Team
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 21 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  CC Debt: The kind of thing i'm currently manually using Excel for (Simplifi 'could' use this)

  Closed RobWilk 34 views 0 comments 0 points Most recent by RobWilk November 2025The Water Cooler
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 31 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 12 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 101 views 8 comments 1 point Most recent by SRC54 November 2025Report a Bug
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  MCP Server

  Active MtnCreed 233 views 5 comments 1 point Most recent by MtnCreed November 2025Feature Requests
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  Ally Bank Connection FDP-103 (edited)

  Closed ScottD 30 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Amex HYS $0 Balance (edited)

  Closed quickdave 115 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Why no Black Friday deal for existing customers

  Closed rismeyer 63 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 34 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 191 views 19 comments 0 points Most recent by Coach Jon November 2025Investments