Recent Discussions

Discussion List

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  [ONGOING] 9/10/25: Computershare returns an FDP-192 error

  Coach Natalie 207 views 1 comment -1 point Most recent by Coach Natalie September 2025Current Online Banking Issues
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  More functionality to Savings Goals

  Closed Jessica A 23 views 2 comments 2 points Most recent by DannyB September 2025Feedback
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  Aidvantage not supported

  Closed QuanYin4 46 views 2 comments 0 points Most recent by QuanYin4 September 2025Adding and Updating Accounts
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 263 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 44 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Summer is almost over! Share your stories!

  Closed Coach Jon 111 views 8 comments 0 points Most recent by TheReal702 September 2025The Water Cooler
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 14 views 1 comment 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 104 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  If you could make one season last forever, which season would you choose and why?

  Closed Coach Kristina 89 views 11 comments 1 point Most recent by TheReal702 September 2025The Water Cooler
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  Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

  Closed HappyNorml 22 views 1 comment 0 points Most recent by DryHeat September 2025Troubleshooting
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  Apple wallet not syncing

  Closed Jerrod 43 views 2 comments 0 points Most recent by Jerrod September 2025Adding and Updating Accounts
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 86 views 9 comments 0 points Most recent by DryHeat September 2025Quicken Business & Personal Feedback
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  Merged: Reports - categories by vendor

  Closed DJones 1 view 0 comments 1 point Started by DJones September 2025 Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 92 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  TIAA Reporting Connection Issues

  Closed lwyman 2.5K views 86 comments 6 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Started by ns99 September 2025 Feature Requests
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 663 views 27 comments 89 points Most recent by ns99 September 2025Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 55 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 126 views 11 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.76.0

  Closed Coach Natalie 233 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Health Equity investment accounts not syncing

  Closed Nick333 65 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Bay Area Savers 126 views 11 comments 0 points Most recent by Bay Area Savers September 2025Adding and Updating Accounts
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  Merged: Still unable to connect with human interest

  Closed Phtrump 11 views 0 comments 0 points Most recent by Phtrump September 2025Adding and Updating Accounts
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  Merged: What is Being Worked in Development & Considered in Simplifi

  Closed Dick_Davis 11 views 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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  Issues with transfers linking incorrectly

  Closed Jenny T 54 views 7 comments 0 points Most recent by DryHeat September 2025Troubleshooting
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  Fidelity Net Benefits Connection Update Problem - Retirement Accounts

  Closed macrobb 134 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 69 views 5 comments 0 points Most recent by strwrsdbz September 2025Feedback
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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 2 views 0 comments 4 points Started by strwrsdbz September 2025 Feature Requests
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  Simplifi not working outside usa. Get refund

  Closed EddyH 14 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting