Recent Discussions

Discussion List

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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 91 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  TIAA Reporting Connection Issues

  Closed lwyman 2.4K views 86 comments 6 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Started by ns99 September 2025 Feature Requests
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 651 views 27 comments 89 points Most recent by ns99 September 2025Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 51 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 100 views 11 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.76.0

  Closed Coach Natalie 232 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Health Equity investment accounts not syncing

  Closed Nick333 53 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Bay Area Savers 122 views 11 comments 0 points Most recent by Bay Area Savers September 2025Adding and Updating Accounts
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  Merged: Still unable to connect with human interest

  Closed Phtrump 11 views 0 comments 0 points Most recent by Phtrump September 2025Adding and Updating Accounts
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  Merged: What is Being Worked in Development & Considered in Simplifi

  Closed Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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  Issues with transfers linking incorrectly

  Closed Jenny T 52 views 7 comments 0 points Most recent by DryHeat September 2025Troubleshooting
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  Fidelity Net Benefits Connection Update Problem - Retirement Accounts

  Closed macrobb 123 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 61 views 5 comments 0 points Most recent by strwrsdbz September 2025Feedback
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 1 view 0 comments 4 points Started by strwrsdbz September 2025 Feature Requests
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  Simplifi not working outside usa. Get refund

  Closed EddyH 11 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 11 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 73 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 124 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 212 views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal
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  Pioneer Valley Credit Union

  Active WPrecanico 12 views 4 comments 2 points Most recent by Coach Jon September 2025Report Missing Financial Institution
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  Merged: Planned Spend Calculation

  Closed ednahatcher 1 view 0 comments 1 point Started by ednahatcher September 2025 Feature Requests
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  Merged: Show "remaining amount due" in Spending Plan and Bills & Income

  Closed amacondray 1 view 0 comments 1 point Started by amacondray September 2025 Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.4K views 57 comments 81 points Most recent by amacondray September 2025Feature Requests
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 31 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Auto Light / Dark Mode

  Closed tmslayton 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.5K views 71 comments 1 point Most recent by Coach Natalie September 2025Report a Bug
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  Ability to Hide Accounts

  Closed Simplify Master 22 views 1 comment 2 points Most recent by SRC54 September 2025Feedback