Recent Discussions

Discussion List

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  Bills & Payments

  Answered ✓ Closed Mountain Man 50 views 5 comments 0 points Most recent by Mountain Man August 2024How do you Quicken Simplifi?
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  Bills & Payments: Show totals for each account when sorted by account (edited)

  Active Mountain Man 19 views 0 comments 3 points Started by Mountain Man August 2024 Feature Requests
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  Web Release 4.20.0

  Closed Coach Natalie 149 views 0 comments 0 points Started by Coach Natalie August 2024 Updates From the Product Team
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  Add daily detail to net income report

  Active SeePigeons 28 views 1 comment 2 points Most recent by Coach Natalie August 2024Feature Requests
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  Is there a way to see the individual spending for an alternate card? (edited)

  Closed ddbowers 28 views 4 comments 1 point Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Web App - Acknowledgements link at the bottom of the dashboard broken

  Closed UrsulaA 47 views 4 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Merged: TD Bank error 390

  drknowitall 5 views 0 comments 0 points Started by drknowitall August 2024 Adding and Updating Accounts
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  Merged: Handling Rollover Amounts

  tazelahy 7 views 0 comments 1 point Started by tazelahy August 2024 Feature Requests
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  Merged: Button to Hide Net Worth

  chiphum 6 views 0 comments 1 point Started by chiphum August 2024 Feature Requests
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  Ability to Link a Refund to Multiple Transactions (edited)

  Active ejr 292 views 14 comments 20 points Most recent by Hypatia August 2024Feature Requests
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  26

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  Freedom Mortage

  Active WVMtnYeti 825 views 34 comments 26 points Most recent by mizwhyt August 2024Report Missing Financial Institution
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  Net Worth Report: Group accounts according to the headers in the Accounts List (edited)

  Active Adderdawn 8 views 0 comments 1 point Started by Adderdawn August 2024 Feature Requests
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  Add Cash Option to Manual Accounts

  Closed Magarai 20 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts
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  Merged: What is status on TD bank?

  hlcriswell84 9 views 0 comments 0 points Started by hlcriswell84 August 2024 Adding and Updating Accounts
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  Assetmark/Ewealthmanager not connecting - error code FDP-105

  Closed Cayman C 114 views 11 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  Colonial Savings Mortgage Error 102, now a 101 (edited)

  Closed iericdaly 108 views 16 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  "Spending-to-date" and "Month-to-month" comparison on the Dashboard

  Closed DannyB 105 views 3 comments 1 point Most recent by Wedo778 August 2024Using the Spending Plan
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  Merged: Forecast Cash Flow by Pay Period (edited)

  ELevi 12 views 0 comments 2 points Started by ELevi August 2024 Feature Requests
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  add "last category" as an option

  Closed Supervroom 19 views 3 comments 1 point Most recent by Coach Natalie August 2024Feedback
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  Credit card home page shows "Projected Cash flow?"

  Answered ✓ Closed Mountain Man 27 views 1 comment 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 24 views 1 comment 0 points Most recent by UrsulaA August 2024Feedback
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  Add Additional Options to Transaction History Settings (edited)

  Active today32 60 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
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  Support is a bit Sketchy

  Closed rooster 35 views 2 comments 0 points Most recent by rooster August 2024Feedback
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  Penfed . Fdp-8401. error connecting

  Closed RobWilk 22 views 1 comment 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts
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  Can I remove all Simplifi's guesses about recurring stuff and establish my own?

  Answered ✓ Closed kaltorak 40 views 1 comment 0 points Most recent by Coach Kristina August 2024Bills and Income
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  Amount Matching: Ability to manually set the range for 'Limited Range' (edited)

  Active setheps 13 views 1 comment 4 points Most recent by EL1234 August 2024Feature Requests
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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 92 views 3 comments 5 points Most recent by esender August 2024Feature Requests
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  Saving goals not factored into Projected Cash Flow?

  Closed Danpam1024 29 views 1 comment 0 points Most recent by Coach Kristina August 2024Projected Cash Flow
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  Unable to connect to Fidelity Akoya

  Closed System 95 views 4 comments 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts
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  Bills & Payments: Add a Date Range Shortcut/Saved Date Range (edited)

  Active rbsimplifi 13 views 0 comments 1 point Started by rbsimplifi August 2024 Feature Requests