Recent Discussions

Discussion List

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  Back on Track

  Closed RobWilk 46 views 2 comments 0 points Most recent by RobWilk July 27Share your Success!
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 70 views 9 comments 10 points Most recent by SRC54 July 27Feature Requests
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  Merged: Reports, Income & Expense – Need Slider Bar Below

  Closed Dick_Davis 31 views 0 comments 0 points Most recent by ChefKeith July 27Using Reports
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 137 views 10 comments 0 points Most recent by Dick_Davis July 27Adding and Updating Accounts
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  How to set up Recurring Income Transactions? (edited)

  Closed Amar_K 34 views 6 comments 0 points Most recent by Amar_K July 27Bills and Income
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  Reminder- Zero Balance

  Closed TheReal702 28 views 2 comments 0 points Most recent by TheReal702 July 27Bills and Income
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  Regions Mortgage Error FDP-108 (edited)

  Closed Dick_Davis 12 views 2 comments 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts
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  Ability to disable the graph for the Net Worth Report (edited)

  Active the_scottster 56 views 3 comments 2 points Most recent by Dick_Davis July 26Feature Requests
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  Things to fix or add about reports

  Closed Karin C 34 views 3 comments 1 point Most recent by Coach Kristina July 26Feedback
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  Mobile App: Rearrange Dashboard Panes

  Closed jmn 12 views 1 comment 3 points Most recent by Coach Kristina July 26Feedback
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  Good first 45 Days and Leading to Goal of Complete Migration from Quicken Classic Premier

  Closed Dick_Davis 25 views 1 comment 2 points Most recent by SRC54 July 26Share your Success!
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  Franklin Templeton: Care Code: FDP-106

  Closed LJM16 57 views 4 comments 0 points Most recent by LJM16 July 26Adding and Updating Accounts
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  Merged: Change Reviewed to be Manually Selected, Not Automatically Changed

  Closed Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis July 26 Feature Requests
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  Wealthscape Investor FDP-103 error (edited)

  Closed prestonjr23 148 views 22 comments 0 points Most recent by Coach Jon July 25Adding and Updating Accounts
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  24

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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 376 views 3 comments 24 points Most recent by RJE1999 July 25Feature Requests
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  Add First Community Credit Union of Oregon

  Closed Britt516 5 views 1 comment 1 point Most recent by Coach Jon July 25Adding and Updating Accounts
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 29 views 2 comments 0 points Most recent by garej704 July 25Investments
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  Can't link Axos Bank (FDP-103)

  Closed Carol @1023 14 views 1 comment 0 points Most recent by Coach Jon July 25Adding and Updating Accounts
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  Track rewards/bonus/limit details of credit cards

  Closed Duncan 24 views 1 comment 2 points Most recent by Coach Natalie July 25Feedback
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  Unable to save changes when editing a series in Simplifi

  Closed Duke0486 37 views 4 comments 0 points Most recent by SRC54 July 25Troubleshooting
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  Unable to access "sign in" from mobile app (edited)

  Closed blkrugger 70 views 11 comments 0 points Most recent by Coach Jon July 25Troubleshooting
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  looking for someone to show me how to run my simplifi account

  Closed System 36 views 2 comments 0 points Most recent by Coach Jon July 25Getting Started
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  Merged: Be able to mark just one of the split transactions as a recurring bill (edited)

  Closed nakada 1 view 0 comments 1 point Started by nakada July 25 Feature Requests
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 445 views 25 comments 82 points Most recent by nakada July 25Feature Requests
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  What is the status 2/19/25: Date Picker Starting on Monday Instead of Sunday in Quicken Simplifi Web

  Answered ✓ Closed scott1982 32 views 5 comments 0 points Most recent by Coach Natalie July 25Report a Bug
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 71 views 4 comments 0 points Most recent by SRC54 July 25Getting Started
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  When is the Public.com Connection issue going to be solved? (edited)

  Closed mgustavson 30 views 1 comment 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Set up set dates for semi-monthly income

  Answered ✓ Closed DannyBoy_425 12 views 1 comment 0 points Most recent by DannyBoy_425 July 24Bills and Income
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  41

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  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 698 views 24 comments 41 points Most recent by eitanl27 July 24Feature Requests
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 34 views 3 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts