Recent Discussions

Discussion List

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  17
  Transamerica Retirement

  Completed Closed brittny 848 views 13 comments 17 points Most recent by suL33T June 11Report Missing Financial Institution
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  Incorrect Date Account Last Updated

  Closed FBOL 87 views 15 comments 0 points Most recent by FBOL June 11Troubleshooting
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  Are Citi Cards Broken Again?

  Closed TheReal702 36 views 4 comments 0 points Most recent by TheReal702 June 11Adding and Updating Accounts
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 17 views 1 comment 0 points Most recent by Coach Jon June 11Managing Your Transactions
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  Merrill Lynch returning FDP-106 error

  Closed jbardrof 41 views 7 comments 0 points Most recent by Coach Jon June 11Adding and Updating Accounts
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 200 views 20 comments 1 point Most recent by Coach Jon June 11Report a Bug
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  Transactions disappear when linked to recurring

  Closed bobmablob 315 views 22 comments 1 point Most recent by Coach Natalie June 11Report a Bug
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  3

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 33 views 1 comment 3 points Most recent by Coach Natalie June 11Feature Requests
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  3

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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 73 views 4 comments 3 points Most recent by Coach Natalie June 11Feature Requests
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  Date range doesn't include last 12 months

  Closed Oren 11 views 1 comment 0 points Most recent by Coach Natalie June 11Feedback
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  Multi-factor authentication not working

  Closed trewbux 17 views 3 comments 0 points Most recent by Coach Natalie June 11Adding and Updating Accounts
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  18

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 270 views 14 comments 18 points Most recent by Dakota June 11Feature Requests
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  29

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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 383 views 16 comments 29 points Most recent by Dakota June 11Feature Requests
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  2

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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 13 views 0 comments 2 points Started by Dick_Davis June 11 Feature Requests
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 46 views 5 comments 0 points Most recent by Dick_Davis June 11Managing Your Transactions
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  No date filter on transaction lists

  Closed kevitay 6 views 1 comment 1 point Most recent by Coach Jon June 10Feedback
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  Apple Wallet Credit Card not syncing after reinstalling credit cards in apple wallet IOS

  Closed OregonNomad 171 views 7 comments 0 points Most recent by SRC54 June 10Adding and Updating Accounts
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  Simplifi account access from foreign countries (yes or no?)

  Closed OregonNomad 66 views 1 comment 1 point Most recent by Coach Natalie June 10Feedback
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  Net worth discrepancy

  Closed lwyman 25 views 3 comments 0 points Most recent by Coach Jon June 10Troubleshooting
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  Lending Club no longer working - FDP-106 error (edited)

  Closed adh289 5 views 1 comment 0 points Most recent by Coach Natalie June 10Adding and Updating Accounts
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  Where to find the Simplifi Web Release Identifier

  Answered ✓ Closed Dick_Davis 12 views 1 comment 0 points Most recent by jfclague June 10Feedback
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  How can I automatically recognize account transfers (in) as income?

  Closed FreshMints 26 views 1 comment 0 points Most recent by DryHeat June 10Bills and Income
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  9

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  Janney (Janney Montgomery Scott LLC) Investments connectivity

  In Review ogl 200 views 10 comments 9 points Most recent by qunfudh June 9Report Missing Financial Institution
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 55 views 2 comments 0 points Most recent by DryHeat June 9Managing Your Transactions
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  AMEX High Yield Savings No Longer Syncing/Detected

  Closed rmarcus88 57 views 1 comment 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Web Release 4.62.0

  Closed Coach Natalie 271 views 0 comments 1 point Started by Coach Natalie June 9 Updates From the Product Team
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  Acorns sync broken again?

  Closed benleclair 66 views 7 comments 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Mobile Release 5.32.0

  Closed Coach Natalie 182 views 0 comments 2 points Started by Coach Natalie June 9 Updates From the Product Team
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 30 views 1 comment 1 point Most recent by Coach Natalie June 9Invoices & Estimates
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  Investment down 500% over 60 days?

  Closed Bella Li 11 views 2 comments 0 points Most recent by Coach Natalie June 9Troubleshooting