Recent Discussions

Discussion List

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  Alliance Benefit Group FDP-103 error

  Closed System 14 views 4 comments 0 points Most recent by Coach Natalie February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 42 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Requesting followup on bug

  Closed N4KHQ 32 views 3 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  Importing History

  Answered ✓ Closed lynchbro 128 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  Transactions Question

  Answered ✓ Closed lynchbro 21 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 23 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 73 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 90 views 4 comments 10 points Most recent by sbennet1 February 8Feature Requests
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 67 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 33 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  Merged: Bilt Rewards Cards (Issued by Column N.A.; Serviced by Cardless Inc.)

  Closed alamantia87 101 views 0 comments 18 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  No PayPal transactions have downloaded since October

  Closed System 44 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 144 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  FRGXX share price incorrect

  Closed disc2120 96 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug
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  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 31 views 4 comments 0 points Most recent by EL1234 February 6Categories and Tags
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 32 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  Merged: Kraken not tracking stocks holding correctly

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

  Closed Coach Natalie 263 views 0 comments 0 points Most recent by Coach Natalie February 6Updates From the Product Team
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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 151 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 277 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 2K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Merged: New Reports (Beta) Feedback / feature gap

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 6Using Reports
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 13 views 0 comments 3 points Most recent by Bob2763 February 5Feature Requests
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 66 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  CSV File Format

  Answered ✓ Closed lwyman 51 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 35 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 32 views 2 comments 9 points Most recent by TwelveSilverPennies February 5Feature Requests
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 46 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 88 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug