Recent Discussions

Discussion List

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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 35 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Define Your 2026 Finances in Just One Word

  Closed Coach Jon 235 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
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  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Most recent by jms1005 February 3Report a Bug
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 454 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 96 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 131 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 59 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
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  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug
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  Spending Plan - How to include checking account balance?

  Closed djp2025 69 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 16 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 120 views 3 comments 8 points Most recent by bsmorovitz February 3Feature Requests
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  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 75 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 117 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 14 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 30 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 16 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  EQ Bank Error FDP-106

  Closed donnajean 220 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Auto txn based alert

  Closed jayyan 46 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback
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  Verizon Wireless - "Activation is rejected by Biller." (edited)

  Closed lynchbro 261 views 11 comments 1 point Most recent by Coach Natalie February 2Bills and Income
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  Accounts Info Download option

  Closed bkbryce 54 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.7K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
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  Merged: Show Account in all sections of Spending Plan

  Closed jaywgraham 11 views 0 comments 2 points Most recent by jaywgraham February 1Feature Requests
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  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 90 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
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  Migrating from Simplifi to Personal & Business

  Closed Mortimer Duke 170 views 4 comments 1 point Most recent by DryHeat February 1Quicken Business & Personal Feedback
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  All asset accounts still show $0 (edited)

  Closed Jason Lloyd 35 views 1 comment 0 points Most recent by Coach Kristina February 1Feedback
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  Add a configurable date range for matching recurring bills in Simplifi

  Closed gavalos8 16 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income
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  Can I assign a previous Invoice to a Client Project?

  Answered ✓ Closed Mortimer Duke 25 views 1 comment 0 points Most recent by Coach Kristina February 1Invoices, Estimates, & Sales Receipts
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  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 49 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts
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  Sallie Mae FDP-155 (edited)

  Closed B Frazier 213 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts