Recent Discussions

Discussion List

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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Most recent by blazyt November 2025Report Missing Financial Institution or Biller
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1K views 26 comments 66 points Most recent by J_M_F November 2025Feature Requests
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  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 159 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 111 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
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  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 141 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 65 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 1K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Investments Performance tab not displaying correctly.

  Closed jgo 86 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.2K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 518 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 33 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 99 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 207 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
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  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Kades Margolis

  Active Jason Csanyi 2 views 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
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  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 40 views 3 comments 0 points Most recent by Jenny T November 2025Report a Bug
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 52 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 283 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 126 views 8 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Excluded transactions show up in a Watchlist

  Max1223 84 views 4 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  11000 error when adding New American Funding (edited)

  Westwise 138 views 13 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Idaho College Savings - error 170 (edited)

  Kchingon 173 views 20 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 169 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Link Reminders to manual transaction entries

  Closed mlemon 13 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 142 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts