Recent Discussions

Discussion List

• 
  Requesting followup on bug

  Closed N4KHQ 41 views 3 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
• 
  Importing History

  Answered ✓ Closed lynchbro 224 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
• 
  Transactions Question

  Answered ✓ Closed lynchbro 21 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
• 
  CareCredit returning a fdp-102 error

  Closed mscemcee 31 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
• 
  5

  Up Down
  Add a Check # field to the Create Transaction window (edited)

  Active dbuelke 122 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
• 
  11

  Up Down
  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 102 views 4 comments 11 points Most recent by sbennet1 February 8Feature Requests
• 
  0

  Up Down
  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  Active mollyj 83 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
• 
  3

  Up Down
  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 41 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
• 
  Merged: Bilt Rewards Cards (Issued by Column N.A.; Serviced by Cardless Inc.)

  Closed alamantia87 101 views 0 comments 18 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
• 
  No PayPal transactions have downloaded since October

  Closed System 65 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
• 
  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
• 
  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 222 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
• 
  FRGXX share price incorrect

  Closed disc2120 163 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug
• 
  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 42 views 4 comments 0 points Most recent by EL1234 February 6Categories and Tags
• 
  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 31 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
• 
  Merged: Kraken not tracking stocks holding correctly

  Closed tjipz 1 view 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts
• 
  Web Release 6.5.0

  Closed Coach Natalie 262 views 0 comments 0 points Most recent by Coach Natalie February 6Updates From the Product Team
• 
  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 241 views 5 comments 0 points Most recent by SRC54 February 6Investments
• 
  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 403 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
• 
  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 2.4K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
• 
  Merged: New Reports (Beta) Feedback / feature gap

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 6Using Reports
• 
  4

  Up Down
  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 12 views 0 comments 4 points Most recent by Bob2763 February 5Feature Requests
• 
  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 91 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
• 
  CSV File Format

  Answered ✓ Closed lwyman 93 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
• 
  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 41 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
• 
  11

  Up Down
  Dashboard Option to Remove '👋 Hello, <Name>'

  Active mcorbeille 52 views 2 comments 11 points Most recent by TwelveSilverPennies February 5Feature Requests
• 
  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 76 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
• 
  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 121 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
• 
  New York State Deferred Compensati "You have already added all your accounts at this bank."

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

  Coach Jon 193 views 1 comment 0 points Most recent by Coach Natalie February 5Known Product Issues