Recent Discussions

Discussion List

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  US Bank unable to have two separate accounts connected to Simplifi

  Closed E.W. 38 views 5 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Projected usage graph and notifications for Credit Cards (edited)

  Active scottnliz 65 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 44 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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  Error FDP-103 with Space Coast Credit Union

  Closed EricaH 18 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 20 views 3 comments 0 points Most recent by Coach Natalie August 2025Feedback
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  Download check images from the bank (edited)

  Active Oren 7 views 0 comments 2 points Started by Oren August 2025 Feature Requests
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  ⭐️ 1 Star – Love almost everything… but this one flaw ruins it

  Closed larenl 36 views 2 comments 0 points Most recent by Flopbot August 2025Feedback
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  Savings Goal - Add New Types

  Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
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  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 2 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Conversational AI Analytics

  Active ferndot 8 views 0 comments 6 points Started by ferndot August 2025 Feature Requests
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  Has anyone moved from Quicken Classic to Simplifi?

  Answered ✓ Closed drdively 104 views 4 comments 0 points Most recent by Flopbot August 2025Getting Started
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  Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

  Closed alkaboy 1 view 0 comments 1 point Started by alkaboy August 2025 Feature Requests
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 44 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Merged: Expense Reports do NOT show both major category and sub-category

  Closed William Meese 1 view 0 comments 0 points Most recent by William Meese August 2025Report a Bug
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  Splitting a deposit

  Closed pattih 34 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  New Feature Alert: Print or Export Reports!

  Closed Coach Natalie 284 views 0 comments 3 points Started by Coach Natalie August 2025 Updates From the Product Team
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  Filters on Cash Flow graph/report should be persistent when modified

  Closed kdwilson 7 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  Merged: Category field broken

  Closed mlhaynes02 1 view 0 comments 0 points Started by mlhaynes02 August 2025 Using Reports
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  Berkshire Hathaway has the wrong logo (edited)

  Closed robinsta 26 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Add a List View to Savings Goals (edited)

  Active ajcrush 3 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
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  Fidelity Sync and Add Errors

  Closed whyme 57 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts
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  Unable to automatically download transactions from TD

  Closed Harsh N 17 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  QCS-500 on every account

  Closed Williamcbrownjr 34 views 3 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 24 views 0 comments 5 points Started by Jerrod August 2025 Feature Requests
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  Year-End Report Notation Log (edited)

  Michael23 11 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Web Release 4.70.0

  Closed Coach Natalie 243 views 0 comments 1 point Started by Coach Natalie August 2025 Updates From the Product Team
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  Merged: Income Categories like Expenses in Spending Plan

  Closed npshepherd95 11 views 0 comments 0 points Most recent by Coach Natalie August 2025Feedback
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  Savings Goals and the Spending Plan

  Closed djob13 101 views 8 comments 2 points Most recent by DannyB August 2025Using Savings Goals
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  T. Rowe Price Retirement Plans - FDP-102 Error

  Closed TexAgDMZ257 506 views 38 comments 0 points Most recent by steventgray August 2025Adding and Updating Accounts
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  Merged: $ per day on dashboard [Edited]

  Closed horchatawhiz 1 view 0 comments 1 point Started by horchatawhiz August 2025 Feedback