Recent Discussions

Discussion List

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  Potential new user questions

  Closed Helen Bacque 48 views 8 comments 0 points Most recent by SRC54 July 24Feedback
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  Can't obtain credit score

  ThisIsTiresome 209 views 34 comments 0 points Most recent by Coach Jon July 24Troubleshooting
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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 22 views 1 comment 4 points Most recent by Max1223 July 24Feature Requests
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  Midfirst connection broken for a month

  Closed Tia 102 views 6 comments 0 points Most recent by Tia July 24Adding and Updating Accounts
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  Merged: Assistance in identifying suspected duplicate transactions

  Closed ssoko 1 view 0 comments 1 point Started by ssoko July 24 Feature Requests
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  System to easily locate duplicate transactions (edited)

  Active raffi 116 views 2 comments 10 points Most recent by ssoko July 24Feature Requests
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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 2 views 0 comments 3 points Started by Brian Montague July 24 Feature Requests
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  Merged: Rules should allow specifying the Tag in addition to the category

  Closed mkburns 1 view 0 comments 1 point Started by mkburns July 23 Feature Requests
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  Merged: Ability to Split Categories in Recurring (edited)

  Closed Sher 1 view 0 comments 1 point Started by Sher July 23 Feature Requests
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  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 26 views 2 comments 0 points Most recent by DryHeat July 23Managing Your Transactions
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  Reports tied to Spending Plan

  Closed SethW 22 views 2 comments 1 point Most recent by DryHeat July 23Using Reports
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  Is there a way to stop advertising within the app?

  Closed cloudquick 51 views 4 comments 0 points Most recent by cloudquick July 23Feedback
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  PG&E disconnected and can't reconnect

  Closed fcb 37 views 3 comments 0 points Most recent by Coach Jon July 23Bills and Income
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  Merged: Category hovering

  Closed amackles 1 view 0 comments 1 point Started by amackles July 23 Feature Requests
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 24 views 2 comments 0 points Most recent by Coach Jon July 23Adding and Updating Accounts
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  Target Red Card MFA

  Closed BFowler52 35 views 4 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Bulk Edit Options for Mobile App (edited)

  Closed d2025 15 views 1 comment 0 points Most recent by Coach Jon July 23Feedback
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  One View 2020 MFA Issue

  Closed Jaybob_117 11 views 1 comment 1 point Most recent by Coach Jon July 23Adding and Updating Accounts
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  [ONGOING] 07/09/25: LBS Financial CU - Zero Dollar Balance

  Coach Jon 2 views 1 comment 0 points Most recent by Coach Jon July 23Current Online Banking Issues
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  [ONGOING] 07/09/25: Fidelity Inv & Retirement - Persistent 324 Reconnect Error

  Coach Jon 504 views 1 comment 0 points Most recent by Coach Jon July 23Current Online Banking Issues
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  Show the Target when Contributing to Goal (edited)

  Active JTerbeek 41 views 3 comments 6 points Most recent by Coach Natalie July 23Feature Requests
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  Spending Plans for months when there is no income

  Active SJB 42 views 4 comments 4 points Most recent by Coach Natalie July 23Feature Requests
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  Chase Cards not syncing [transactions] pre-2025 with Simplifi

  Closed tryingtosimpli 98 views 11 comments 0 points Most recent by tryingtosimpli July 23Adding and Updating Accounts
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  cleared checks description incorrect

  Closed ctanenbaum 21 views 2 comments 0 points Most recent by ctanenbaum July 23Troubleshooting
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  Previous Transaction Categories are not reflected in the subsequent future transactions

  Closed d2025 14 views 1 comment 0 points Most recent by SRC54 July 23Managing Your Transactions
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  Sluggish response after manual CSV import

  Closed Dann 23 views 2 comments 0 points Most recent by Dann July 23Troubleshooting
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  Watchlist should allow for combinations of categories, tags, accounts, etc [edited] (3 Merged Votes)

  Active TGP 282 views 19 comments 32 points Most recent by vchan July 23Feature Requests
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  Merged: Watchlist - Ability to add multiple filtering elements

  Closed vchan 1 view 0 comments 1 point Started by vchan July 22 Feature Requests
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  Please add PC Financial

  Active kangman 34 views 3 comments 3 points Most recent by Kimtex123 July 22Report Missing Financial Institution
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  Simplifi fails with iPadOS26.3

  Closed TheReal702 77 views 16 comments 0 points Most recent by Coach Jon July 22Report a Bug