Recent Discussions

Discussion List

• 
  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 35 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
• 
  Merged: Kraken not tracking stocks holding correctly

  Closed tjipz 1 view 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts
• 
  Web Release 6.5.0

  Closed Coach Natalie 267 views 0 comments 0 points Most recent by Coach Natalie February 6Updates From the Product Team
• 
  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 112 views 5 comments 0 points Most recent by SRC54 February 6Investments
• 
  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 208 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
• 
  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.9K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
• 
  Merged: New Reports (Beta) Feedback / feature gap

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 6Using Reports
• 
  2

  Up Down
  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 15 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
• 
  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 64 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
• 
  CSV File Format

  Answered ✓ Closed lwyman 56 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
• 
  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 31 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
• 
  9

  Up Down
  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 33 views 2 comments 9 points Most recent by TwelveSilverPennies February 5Feature Requests
• 
  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 42 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
• 
  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 81 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
• 
  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 20 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
• 
  [ONGOING] 1/22/26: Multi-Factor Authentication Codes not being received with Microsoft Outlook

  Coach Jon 117 views 1 comment 0 points Most recent by Coach Natalie February 5Known Product Issues
• 
  Last Apple update Jan. 21 2026

  Closed N4KHQ 95 views 15 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
• 
  Goals still show double balance on the latest version of iOS

  Closed System 179 views 20 comments 0 points Most recent by KSU_SecretSquirrel February 5Report a Bug
• 
  Alerus is still not fixed. (FDP-103)

  Closed subiemat 220 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
• 
  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 92 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
• 
  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 34 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
• 
  Invoice Feedback: Need "Enter/Return" key to be effective

  Closed jonathanstarward 15 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts
• 
  Savings Goals show wrong completion percentages and other incorrect info (edited)

  Closed MattS 54 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug
• 
  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 59 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
• 
  2

  Up Down
  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 28 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
• 
  Merged: Allow deletion of all business categories (edited)

  Closed Midwest867 11 views 0 comments 1 point Most recent by Midwest867 February 4Feature Requests
• 
  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 29 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
• 
  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 28 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
• 
  American Education Services - Care Code: FDP-530

  Closed atantillo 34 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  13

  Up Down
  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 86 views 7 comments 13 points Most recent by EL1234 February 3Feature Requests