Recent Discussions

Discussion List

• 
  Midfirst connection broken for a month

  Closed Tia 112 views 6 comments 0 points Most recent by Tia July 2025Adding and Updating Accounts
• 
  Merged: Assistance in identifying suspected duplicate transactions

  Closed ssoko 1 view 0 comments 1 point Started by ssoko July 2025 Feature Requests
• 
  11

  Up Down
  System to easily locate duplicate transactions (edited)

  Active raffi 121 views 2 comments 11 points Most recent by ssoko July 2025Feature Requests
• 
  3

  Up Down
  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 1 view 0 comments 3 points Started by Brian Montague July 2025 Feature Requests
• 
  Merged: Rules should allow specifying the Tag in addition to the category

  Closed mkburns 1 view 0 comments 1 point Started by mkburns July 2025 Feature Requests
• 
  Merged: Ability to Split Categories in Recurring (edited)

  Closed Sher 1 view 0 comments 1 point Started by Sher July 2025 Feature Requests
• 
  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 31 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Reports tied to Spending Plan

  Closed SethW 21 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
• 
  Is there a way to stop advertising within the app?

  Closed cloudquick 61 views 4 comments 0 points Most recent by cloudquick July 2025Feedback
• 
  PG&E disconnected and can't reconnect

  Closed fcb 41 views 3 comments 0 points Most recent by Coach Jon July 2025Bills and Income
• 
  Merged: Category hovering

  Closed amackles 1 view 0 comments 1 point Started by amackles July 2025 Feature Requests
• 
  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 31 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Target Red Card MFA

  Closed BFowler52 31 views 4 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  Bulk Edit Options for Mobile App (edited)

  Closed d2025 11 views 1 comment 0 points Most recent by Coach Jon July 2025Feedback
• 
  One View 2020 MFA Issue

  Closed Jaybob_117 11 views 1 comment 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  [ONGOING] 07/09/25: LBS Financial CU - Zero Dollar Balance

  Coach Jon 1 view 1 comment 0 points Most recent by Coach Jon July 2025Current Online Banking Issues
• 
  [ONGOING] 07/09/25: Fidelity Inv & Retirement - Persistent 324 Reconnect Error

  Coach Jon 541 views 1 comment 0 points Most recent by Coach Jon July 2025Current Online Banking Issues
• 
  6

  Up Down
  Show the Target when Contributing to Goal (edited)

  Active JTerbeek 41 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
• 
  4

  Up Down
  Spending Plans for months when there is no income

  Active SJB 41 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
• 
  Chase Cards not syncing [transactions] pre-2025 with Simplifi

  Closed tryingtosimpli 134 views 11 comments 0 points Most recent by tryingtosimpli July 2025Adding and Updating Accounts
• 
  cleared checks description incorrect

  Closed ctanenbaum 21 views 2 comments 0 points Most recent by ctanenbaum July 2025Troubleshooting
• 
  Previous Transaction Categories are not reflected in the subsequent future transactions

  Closed d2025 11 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
• 
  Sluggish response after manual CSV import

  Closed Dann 21 views 2 comments 0 points Most recent by Dann July 2025Troubleshooting
• 
  33

  Up Down
  Watchlist should allow for combinations of categories, tags, accounts, etc [edited] (3 Merged Votes)

  Active TGP 322 views 19 comments 33 points Most recent by vchan July 2025Feature Requests
• 
  Merged: Watchlist - Ability to add multiple filtering elements

  Closed vchan 1 view 0 comments 1 point Started by vchan July 2025 Feature Requests
• 
  3

  Up
  Please add PC Financial

  Active kangman 41 views 3 comments 3 points Most recent by Kimtex123 July 2025Report Missing Financial Institution
• 
  Simplifi fails with iPadOS26.3

  Closed TheReal702 83 views 16 comments 0 points Most recent by Coach Jon July 2025Report a Bug
• 
  MOHELA Student Loans Unavailable (FDP-103)

  Closed jtb36 51 views 9 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Merged: Ability to import into Q Business and Personal from Quicken Classic (Mac)

  Closed Qsince92 1 view 0 comments 1 point Started by Qsince92 July 2025 Feature Requests
• 
  Can Quicken Mac and Zoho Books be imported into QBP? (edited)

  Answered ✓ Closed Qsince92 21 views 2 comments 0 points Most recent by Qsince92 July 2025Getting Started