Recent Discussions

Discussion List

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  3

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  Align flag color hues across the Web and Mobile Apps (edited)

  Active MatthewR 23 views 0 comments 3 points Started by MatthewR March 12 Feature Requests
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  How do I request a full dataset deletion in my simplifi account

  Closed Drake 15 views 1 comment 0 points Most recent by Coach Natalie March 12Troubleshooting
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 25 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Spending update notification data seems to be incorrect (edited)

  Closed RobI 33 views 2 comments 0 points Most recent by RobI March 12Troubleshooting
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  Web Release 6.10.0

  Closed Coach Natalie 264 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Mobile Releases 6.10.0 & 6.10.1

  Closed Coach Natalie 194 views 0 comments 0 points Started by Coach Natalie March 12 Updates From the Product Team
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  Financial News panel on Investments page (edited)

  Closed Elroyo 37 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback
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  Betterment Not Connecting to Simplifi (Care code: request-body-field-unsupported)

  Closed Phogramity 176 views 7 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 66 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  ExxonMobil Savings Plan "You have already added all your accounts"

  Closed System 33 views 3 comments 0 points Most recent by ClydeO March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 47 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  21

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 333 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
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  Past due bills cannot link to transaction (edited)

  Closed RobI 58 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 145 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 26 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed Closed IB1542 22 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 38 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 219 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 60 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 221 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 71 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 139 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  ONGOING 3/11/26: American Express - $0 Balance

  Coach Natalie 136 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues
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  New Apple Card with New Apple ID on Same Phone

  Closed hvjjhjfjkfjkfh 16 views 1 comment 0 points Most recent by SRC54 March 11Adding and Updating Accounts
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 55 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  Alerus/Alliance Benefit Group connection error - FDP-103 (edited)

  Closed sarahmeytin 29 views 1 comment 0 points Most recent by Coach Jon March 10Adding and Updating Accounts
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  8

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  Wisconsin 529 (edvest-529.com) Aggregator Link [edited]

  Active Nate42 896 views 35 comments 8 points Most recent by cubfan4real March 10Report Missing Financial Institution or Biller
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  5
  Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)

  Completed Closed Stickboy 82 views 4 comments 5 points Most recent by Coach Natalie March 10Feature Requests
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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 33 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  8

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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 70 views 5 comments 8 points Most recent by HDmoney March 10Feature Requests