Recent Discussions

Discussion List

• 
  What happened to Spending by Month Report? (edited)

  elishearn 41 views 4 comments 0 points Most recent by elishearn April 17Using Reports
• 
  Unable to connect with Prudential and Raymond James Financial

  ctanenbaum 40 views 1 comment 0 points Most recent by Coach Jon April 17Adding and Updating Accounts
• 
  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 404 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
• 
  10

  Up Down
  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 83 views 4 comments 10 points Most recent by cloud April 17Feature Requests
• 
  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  System 40 views 9 comments 1 point Most recent by EL1234 April 17Feedback
• 
  1

  Up Down
  Ability to remove the app "Select" bar at top of Simplifi Wep App using iPad Safari (edited)

  Active Jlexky 10 views 0 comments 1 point Started by Jlexky April 17 Feature Requests
• 
  10

  Up Down
  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 120 views 8 comments 10 points Most recent by EL1234 April 17Feature Requests
• 
  Merged: Raymond James Error Care code: FDP-102/FDP-155 (edited)

  Closed D-Rock 19 views 0 comments 0 points Most recent by EL1234 April 17Adding and Updating Accounts
• 
  Merged: Percentages in reports (edited)

  Closed rhebock2 4 views 0 comments 1 point Started by rhebock2 April 16 Feature Requests
• 
  58

  Up Down
  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 307 views 17 comments 58 points Most recent by rhebock2 April 16Feature Requests
• 
  How do I add a flag field to transactions?

  Answered ✓ rwales10 16 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
• 
  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed SimplifiBeta 9K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
• 
  3

  Up Down
  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 51 views 2 comments 3 points Most recent by Coach Natalie April 16Feature Requests
• 
  24
  Ability to remove 'Related News' from Investments Portfolio

  Completed mcnbmcnb 288 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests
• 
  Web Release 6.15.0

  Closed Coach Natalie 105 views 0 comments 1 point Started by Coach Natalie April 16 Updates From the Product Team
• 
  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed 2sonsjim 1.4K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
• 
  create rule based on transaction action

  dcohen92 17 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
• 
  13

  Up Down
  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 192 views 17 comments 13 points Most recent by Roux April 16Feature Requests
• 
  Escape key to dismiss modals forces a scroll to the top of the transaction list

  bling 45 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
• 
  2

  Up Down
  Retirement Planner: Allow for a change in circumstances at a certain future time (edited)

  BHazeltine 9 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
• 
  Splitting Transactions between 2 companies and personal via rules? (edited)

  Jodi Birston 17 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
• 
  American Funds (capitalgroup.com) 103 error with Finicity [edited]

  AdkinsDebtDiet 43 views 7 comments 1 point Most recent by Coach Jon April 15Adding and Updating Accounts
• 
  Lake Trust Credit Union Personal is no longer available to connect to (edited)

  Colonel Snafu 173 views 20 comments 1 point Most recent by JC. April 15Adding and Updating Accounts
• 
  Pending transaction disappears

  KB2014 75 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
• 
  Unable to link Merrill Lynch Benefits Online - FDP-5002 (edited)

  Supply3588 19 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
• 
  2

  Up Down
  Recurring Transactions with programmable variables (edited)

  Active avihawver 101 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
• 
  When splitting a transaction with filters set, my sort order gets reset

  System 22 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
• 
  [ONGOING] 4/1/26: VyStar Credit Union returns FDP-106 error

  Coach Jon 24 views 1 comment 0 points Most recent by Coach Jon April 15Current Online Banking Issues
• 
  4

  Up Down
  Redirect to the 'By Account' View When Clicking "Savings Goals" from the Accounts List (edited)

  Active Flopbot 68 views 1 comment 4 points Most recent by Coach Natalie April 15Feature Requests
• 
  NEW 4/15/26: Grand Bank-Tulsa OK - "invalid_client" error

  Announcement Coach Natalie 10 views 0 comments 0 points Started by Coach Natalie April 15 Current Online Banking Issues