Recent Discussions

Discussion List

• 
  [ONGOING] 3/27/24: Changes to Recurring Series Exclusions not being reflected in the Spending Plan

  Coach Natalie 634 views 2 comments 3 points Most recent by Coach Natalie May 2024Known Product Issues
• 
  TD Trust credit card balance issue

  Answered ✓ Closed ex5o5er 19 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
• 
  Bank updates in the background now?

  Closed RobWilk 39 views 2 comments 0 points Most recent by Coach Natalie May 2024Share your Success!
• 
  USAA Checking Balance $0.00

  Closed ChrisseyP 124 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
• 
  Net Worth report needs to have option to show delta over time vs absolute

  Closed flintster_99 15 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
• 
  Force Category Memorization

  Answered ✓ Closed lkstaack 52 views 1 comment 0 points Most recent by UrsulaA May 2024Managing Your Transactions
• 
  When is Rocket Mortgage coming back? Ever?

  Answered ✓ Closed maruiz 115 views 2 comments 1 point Most recent by Don46 May 2024Adding and Updating Accounts
• 
  Trying to export csv with hidden from reports marked

  Answered ✓ Closed jkidd22 25 views 2 comments 0 points Most recent by Coach Kristina May 2024Categories and Tags
• 
  Convert Simplifi to Quicken

  Closed Gisa 51 views 1 comment 0 points Most recent by Coach Kristina May 2024Feedback
• 
  8

  Up Down
  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 129 views 4 comments 8 points Most recent by Coach Kristina May 2024Feature Requests
• 
  How do I separate business and personal accounts in Simplifi ?

  Answered ✓ Closed patrickdundon 223 views 2 comments 0 points Most recent by Coach Kristina May 2024Getting Started
• 
  Please add Canadian MBNA

  Closed Gisa 20 views 1 comment 1 point Most recent by Coach Kristina May 2024Feedback
• 
  2

  Up Down
  Ability to link multiple bills to the same transaction [Edited]

  Active AP-10006 26 views 1 comment 2 points Most recent by Coach Kristina May 2024Feature Requests
• 
  CSV exports fail to export split transactions

  Closed quick username 79 views 8 comments 0 points Most recent by dsfreddy May 2024Report a Bug
• 
  Where do I go to import net worth data???

  Answered ✓ Closed jkidd22 20 views 1 comment 0 points Most recent by jkidd22 May 2024Categories and Tags
• 
  How do I add accounts to the Reports > Savings tab

  Answered ✓ Closed jkidd22 36 views 2 comments 0 points Most recent by jkidd22 May 2024Categories and Tags
• 
  "Add Space" button update please?

  Closed mkjack241 34 views 1 comment 1 point Most recent by Coach Kristina May 2024Feedback
• 
  Merged: Ability to adjust Accounts List width [Edited]

  Gisa 21 views 0 comments 3 points Started by Gisa May 2024 Feature Requests
• 
  Merged: Fidelity Visa pending transactions do not show

  markl22 11 views 0 comments 0 points Started by markl22 May 2024 Adding and Updating Accounts
• 
  Search Bar for transactions doesn't allow for spaces (edited)

  Closed SavingsWizard 125 views 12 comments 2 points Most recent by quick username May 2024Report a Bug
• 
  Watchlist feature request

  Closed Lee B 20 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
• 
  Crash: Mystery Transaction appears in Spending Report, if I click it: "oops something went wrong"

  RobWilk 88 views 12 comments 0 points Most recent by RobWilk May 2024Report a Bug
• 
  IOS account list on tx page

  Closed RobWilk 26 views 2 comments 0 points Most recent by RobWilk May 2024Report a Bug
• 
  34

  Up Down
  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 439 views 17 comments 34 points Most recent by PaulaMarie May 2024Feature Requests
• 
  Unable to add Fairway Mortgage FDP-101 error

  Closed jaredk821 27 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
• 
  Merged: Add Bill/Subscription/Other Spending Column to Downloads

  etherman 1 view 0 comments 1 point Started by etherman May 2024 Feature Requests
• 
  16

  Up Down
  Download Spending Plan to .XLS or .CSV

  Active breedpdx 129 views 5 comments 16 points Most recent by etherman May 2024Feature Requests
• 
  Unable to connect to Axos Bank Business due to API change (edited)

  Closed DJBrandonJames 135 views 1 comment 1 point Most recent by Coach Jon May 2024Adding and Updating Accounts
• 
  Why does adding an asset show as spending?

  Answered ✓ Closed PaulaMarie 135 views 14 comments 0 points Most recent by Coach Natalie May 2024Getting Started
• 
  Bucket Income Categories

  Closed mandie1008 47 views 4 comments 2 points Most recent by Coach Natalie May 2024Feedback