Recent Discussions

Discussion List

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  13

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  Add a progress bar to Watchlist cards (edited)

  Active SpaceTim 126 views 10 comments 13 points Most recent by SRC54 September 2024Feature Requests
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  Merged: Close / Open all month transaction tabs

  KDC1996 6 views 0 comments 2 points Started by KDC1996 September 2024 Feature Requests
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  18
  Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

  Completed Closed aldas 323 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests
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  1
  Credit Score: Display a graph that shows score history over a selected period of time (edited)

  Completed Closed BlueGrits 27 views 2 comments 1 point Most recent by Coach Natalie September 2024Feature Requests
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  Discover Card returning FDP-102 Error

  Closed nakada 300 views 23 comments 0 points Most recent by KB2014 September 2024Adding and Updating Accounts
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  Portland General Electric (PGE) can no longer be linked in Simplifi

  Closed Dom 8 views 1 comment 0 points Most recent by Coach Jon September 2024Troubleshooting
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  Net Worth minus planned spending (with rollover amounts)

  Closed bridgex6 15 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  Wealthfront Direct indexing individual stocks

  Closed Vecozuhu 32 views 5 comments 0 points Most recent by Coach Natalie September 2024Investments
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  Is adding recurring bills when adding/linking an account expected in Simplifi now?

  Closed UrsulaA 42 views 3 comments 1 point Most recent by UrsulaA September 2024Bills and Income
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  Issues with bulk un-excluding transactions

  System 96 views 8 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Editing a Recurring Series is defaulting the Frequency to 'Every Month' (edited)

  Closed Kseniya 75 views 8 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Display issue in the savings report for accounts with parentheses in the name (edited)

  Closed Technomutt 104 views 15 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  1

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  Add UBS Mortgage

  Active JWV 108 views 6 comments 1 point Most recent by JWV September 2024Report Missing Financial Institution
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  Merged: Lively HSA

  WMG3 3 views 0 comments 1 point Started by WMG3 September 2024 Report Missing Financial Institution
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  7

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  Lively HSA

  In Review BTurner00 248 views 6 comments 7 points Most recent by WMG3 September 2024Report Missing Financial Institution
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  Amazon (Synchrony) appears to be down (FDP-103)

  Closed RobWilk 39 views 2 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  Fidelity CMA Transactions Can't be Unexcluded from Reports and Spending Plan

  Closed danielkeisling 339 views 47 comments 1 point Most recent by Coach Jon September 2024Troubleshooting
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  Pending Transactions at Citibank are counted twice in account balance?

  Closed AshleyP 32 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Web Release 4.24.0

  Closed Coach Natalie 279 views 0 comments 2 points Started by Coach Natalie September 2024 Updates From the Product Team
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  [ONGOING] 8/28/24: Mutual of America returns a 106 error

  Coach Natalie 158 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/28/24: Charles Schwab - Missing Equity Awards Account

  Coach Natalie 464 views 1 comment 1 point Most recent by Coach Natalie September 2024Current Online Banking Issues
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  3
  Allow us to disable Achievement badge notifications (edited)

  Completed Closed the_scottster 73 views 3 comments 3 points Most recent by SRC54 September 2024Feature Requests
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  Interactive Brokers LLC International Stocks Issue (edited)

  Closed james01 189 views 13 comments 1 point Most recent by Coach Natalie September 2024Investments
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  1

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  Combine Transfer Entries in Bills & Income, Or Organize Like the Spending Plan (edited)

  Active dagnabit2000 62 views 5 comments 1 point Most recent by UrsulaA September 2024Feature Requests
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  Use categories to adjust expense/budget categories by the "refund" cash inflow amount.

  Closed FiddleB 20 views 1 comment 1 point Most recent by UrsulaA September 2024Feedback
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  Fall Holidays! Which is your favorite?

  Closed Coach Jon 57 views 7 comments 1 point Most recent by Coach Kristina September 2024The Water Cooler
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  PNC Bank Account linking / updating failing

  Closed gdheisel 170 views 10 comments 1 point Most recent by JimRosebro September 2024Adding and Updating Accounts
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  0

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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 163 views 7 comments 0 points Most recent by UrsulaA September 2024Feature Requests
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  Spending Plan data is missing (edited)

  Closed BobM 50 views 3 comments 0 points Most recent by SRC54 September 2024Report a Bug
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  Merged: Empower: connection issues

  Dave L 10 views 0 comments 0 points Started by Dave L September 2024 Adding and Updating Accounts