Recent Discussions

Discussion List

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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 15 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 83 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  CSV File Format

  Answered ✓ Closed lwyman 80 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 39 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 36 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 67 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 101 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 30 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  ONGOING 2/5/26: Multi-Factor Authentication Codes not being received with Microsoft Outlook

  Coach Jon 167 views 1 comment 0 points Most recent by Coach Natalie February 5Known Product Issues
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  Last Apple update Jan. 21 2026

  Closed N4KHQ 127 views 15 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Goals still show double balance on the latest version of iOS

  Closed System 213 views 20 comments 0 points Most recent by KSU_SecretSquirrel February 5Report a Bug
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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 274 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 138 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 35 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Invoice Feedback: Need "Enter/Return" key to be effective

  Closed jonathanstarward 14 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts
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  Savings Goals show wrong completion percentages and other incorrect info (edited)

  Closed MattS 60 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 64 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 61 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Merged: Allow deletion of all business categories (edited)

  Closed Midwest867 11 views 0 comments 1 point Most recent by Midwest867 February 4Feature Requests
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  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 50 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
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  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 26 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  American Education Services - Care Code: FDP-530

  Closed atantillo 35 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 83 views 7 comments 14 points Most recent by EL1234 February 3Feature Requests
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  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Most recent by wck_austin February 3Feature Requests
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  Support for Cinefi

  Active fortitood 23 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 3Report a Bug
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 34 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 40 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 190 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts