Recent Discussions

Discussion List

• 
  32

  Up Down
  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 187 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
• 
  College Savings Iowa 529 - FDP-106

  Closed System 67 views 13 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  US Bank unable to have two separate accounts connected to Simplifi

  Closed E.W. 33 views 5 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  7

  Up Down
  Projected usage graph and notifications for Credit Cards (edited)

  Active scottnliz 77 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 49 views 2 comments -5 points Most recent by DannyB August 2025Feedback
• 
  Error FDP-103 with Space Coast Credit Union

  Closed EricaH 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 22 views 3 comments 0 points Most recent by Coach Natalie August 2025Feedback
• 
  2

  Up Down
  Download check images from the bank (edited)

  Active Oren 1 view 0 comments 2 points Started by Oren August 2025 Feature Requests
• 
  ⭐️ 1 Star – Love almost everything… but this one flaw ruins it

  Closed larenl 31 views 2 comments 0 points Most recent by Flopbot August 2025Feedback
• 
  9

  Up Down
  Savings Goal - Add New Types

  Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
• 
  2

  Up Down
  The Spending and Income Dashboard cards should have y-axis gridlines (edited)

  alkaboy 1 view 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Has anyone moved from Quicken Classic to Simplifi?

  Answered ✓ Closed drdively 127 views 4 comments 0 points Most recent by Flopbot August 2025Getting Started
• 
  Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

  Closed alkaboy 1 view 0 comments 1 point Started by alkaboy August 2025 Feature Requests
• 
  How Do I Hide Pending Transactions?

  Closed RiversideKid 60 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
• 
  Merged: Expense Reports do NOT show both major category and sub-category

  Closed William Meese 1 view 0 comments 0 points Most recent by William Meese August 2025Report a Bug
• 
  Splitting a deposit

  Closed pattih 36 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
• 
  New Feature Alert: Print or Export Reports!

  Closed Coach Natalie 402 views 0 comments 3 points Started by Coach Natalie August 2025 Updates From the Product Team
• 
  Filters on Cash Flow graph/report should be persistent when modified

  Closed kdwilson 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
• 
  Merged: Category field broken

  Closed mlhaynes02 1 view 0 comments 0 points Started by mlhaynes02 August 2025 Using Reports
• 
  Berkshire Hathaway has the wrong logo (edited)

  Closed robinsta 24 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  3

  Up Down
  Add a List View to Savings Goals (edited)

  Active ajcrush 1 view 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Fidelity Sync and Add Errors

  Closed whyme 80 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts
• 
  Unable to automatically download transactions from TD

  Closed Harsh N 13 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  QCS-500 on every account

  Closed Williamcbrownjr 31 views 3 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  7

  Up Down
  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 22 views 0 comments 7 points Started by Jerrod August 2025 Feature Requests
• 
  2

  Up Down
  Year-End Report Notation Log (edited)

  Michael23 11 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Web Release 4.70.0

  Closed Coach Natalie 241 views 0 comments 1 point Started by Coach Natalie August 2025 Updates From the Product Team
• 
  Merged: Income Categories like Expenses in Spending Plan

  Closed npshepherd95 11 views 0 comments 0 points Most recent by Coach Natalie August 2025Feedback
• 
  Savings Goals and the Spending Plan

  Closed djob13 109 views 8 comments 2 points Most recent by DannyB August 2025Using Savings Goals
• 
  T. Rowe Price Retirement Plans - FDP-102 Error

  Closed TexAgDMZ257 549 views 38 comments 0 points Most recent by steventgray August 2025Adding and Updating Accounts