Recent Discussions

Discussion List

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  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 101 views 8 comments 0 points Most recent by SRC54 September 2025Introduce yourself!
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  Please update my username to wilbertseoane

  Closed wilbertseoane 31 views 2 comments 0 points Most recent by wilbertseoane September 2025Using the Community
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  Setting up fund accounts

  Answered ✓ Closed Julie V 51 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
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  Apple Card/Cash/Savings Not Syncing

  Closed AG1491 75 views 2 comments 0 points Most recent by AG1491 September 2025Adding and Updating Accounts
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  Merged: Filter by only the parent category

  Closed wilbertseoane 1 view 0 comments 1 point Most recent by wilbertseoane September 2025Feature Requests
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  Planned spend rollover amounts mysteriously changed (edited)

  Closed Banshee 14 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 22 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Citi Costco credit card shows slashed cloud (unavailable) even though updating. Why?

  Answered ✓ Closed DryHeat 84 views 5 comments 0 points Most recent by DannyB September 2025Feedback
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 12 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  [ONGOING] 9/10/25: Computershare returns an FDP-192 error

  Coach Natalie 214 views 1 comment -1 point Most recent by Coach Natalie September 2025Current Online Banking Issues
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  More functionality to Savings Goals

  Closed Jessica A 21 views 2 comments 2 points Most recent by DannyB September 2025Feedback
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  Aidvantage not supported

  Closed QuanYin4 57 views 2 comments 0 points Most recent by QuanYin4 September 2025Adding and Updating Accounts
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 278 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 43 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Summer is almost over! Share your stories!

  Closed Coach Jon 111 views 8 comments 0 points Most recent by TheReal702 September 2025The Water Cooler
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  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 12 views 1 comment 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 102 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  If you could make one season last forever, which season would you choose and why?

  Closed Coach Kristina 112 views 11 comments 1 point Most recent by TheReal702 September 2025The Water Cooler
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  Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

  Closed HappyNorml 25 views 1 comment 0 points Most recent by DryHeat September 2025Troubleshooting
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  Apple wallet not syncing

  Closed Jerrod 41 views 2 comments 0 points Most recent by Jerrod September 2025Adding and Updating Accounts
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  Merged: Reports - categories by vendor

  Closed DJones 1 view 0 comments 1 point Most recent by DJones September 2025Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 93 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  TIAA Reporting Connection Issues

  Closed lwyman 2.7K views 86 comments 6 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Merged: Planned Spending - Weekly option

  Closed ns99 1 view 0 comments 1 point Most recent by ns99 September 2025Feature Requests
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 669 views 27 comments 91 points Most recent by ns99 September 2025Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 51 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Fidelity investment dividend transactions (most of them) still don't get assigned custom categories

  Closed usrA12 155 views 11 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.76.0

  Closed Coach Natalie 231 views 0 comments 0 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Health Equity investment accounts not syncing

  Closed Nick333 92 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts