Recent Discussions

Discussion List

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  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Most recent by wck_austin February 3Feature Requests
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  Support for Cinefi

  Active fortitood 18 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 3Report a Bug
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 25 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 27 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 131 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 36 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Define Your 2026 Finances in Just One Word

  Closed Coach Jon 225 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
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  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Most recent by jms1005 February 3Report a Bug
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 340 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 69 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 100 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 48 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
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  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug
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  Spending Plan - How to include checking account balance?

  Closed djp2025 45 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 19 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 102 views 3 comments 6 points Most recent by bsmorovitz February 3Feature Requests
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  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 55 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 93 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 12 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 27 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 12 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  EQ Bank Error FDP-106

  Closed donnajean 172 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Auto txn based alert

  Closed jayyan 27 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback
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  Verizon Wireless - "Activation is rejected by Biller." (edited)

  Closed lynchbro 182 views 11 comments 1 point Most recent by Coach Natalie February 2Bills and Income
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  Add shareholder subdomain from Primerica

  Scotties 746 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Accounts Info Download option

  Closed bkbryce 47 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.5K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
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  Merged: Show Account in all sections of Spending Plan

  Closed jaywgraham 11 views 0 comments 2 points Most recent by jaywgraham February 1Feature Requests