Recent Discussions

Discussion List

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  Can Simplifi automatically sync new accounts under existing connections?

  Answered ✓ Closed Piyush Aggarwal 68 views 2 comments 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  Unable to connect to credit accounts

  Closed Simplifi new user 66 views 2 comments 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  Another Oddity with Wells Fargo Pending Transactions/Downloads

  Closed DannyB 160 views 2 comments 0 points Most recent by DannyB May 2024Adding and Updating Accounts
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  Merged: Difference entering tags in Transaction List versus Transaction Details

  RobWilk 1 view 0 comments 0 points Started by RobWilk May 2024 Report a Bug
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  Merged: LPL Financial Care Code: FDP-106

  koganj 11 views 0 comments 0 points Started by koganj May 2024 Troubleshooting
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  New To Quicken Simplifi

  Closed TexanBruceWayne 67 views 3 comments 2 points Most recent by TexanBruceWayne May 2024Introduce yourself!
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  Automatically add new accounts to existing bank connections (edited)

  Active Piyush Aggarwal 39 views 0 comments 3 points Started by Piyush Aggarwal May 2024 Feature Requests
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  I have an acct on cpu why can't I access here (edited)

  Closed Pdimond 19 views 1 comment 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  Spending Plan Sub-category issue

  Closed aslam08 22 views 1 comment 0 points Most recent by Coach Kristina May 2024Report a Bug
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  Varo Banking

  In Review bcolvin770 428 views 14 comments 13 points Most recent by Luisito277 May 2024Report Missing Financial Institution
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  Stifel Investments

  Active Manabikc 171 views 6 comments 4 points Most recent by bw808 May 2024Report Missing Financial Institution
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  Extraco Banks

  Active GVN1971 19 views 1 comment 2 points Most recent by jondarbar May 2024Report Missing Financial Institution
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  Watchlists that can handle income rather than expenses

  Active bleen 90 views 5 comments 21 points Most recent by rdenove May 2024Feature Requests
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  Bill Connect: Blackbaud Tuition Management

  Closed toby 54 views 2 comments 1 point Most recent by toby May 2024Bills and Income
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  Merged: Update PennyMac Login

  b.wilde 1 view 0 comments 1 point Started by b.wilde May 2024 Adding and Updating Accounts
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  WellsFargo Bank Connection Issue

  Closed KhanhNguyen9293 249 views 5 comments 0 points Most recent by KhanhNguyen9293 May 2024Adding and Updating Accounts
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  Bill Connect: TouchNet Bill+Payment Solution

  Active toby 28 views 0 comments 1 point Started by toby May 2024 Report Missing Financial Institution
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  Exploring Future Budget Scenarios

  Closed rdw 78 views 1 comment 0 points Most recent by Coach Jon May 2024Using the Spending Plan
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  Conflict in updating transaction "Sorry, but we were unable to make your changes."

  Closed username3 187 views 5 comments 0 points Most recent by Coach Jon May 2024Report a Bug
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  Unable to add one of my Wells Fargo credit cards

  Closed System 48 views 2 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Sorting order for Subscription not by date!

  Closed Max1223 161 views 16 comments 4 points Most recent by Emacken May 2024Report a Bug
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  Is Simplifi Really Working for Canadians? It won't accept my postal code or Paypal to register

  Closed Sdrapak42 82 views 2 comments 0 points Most recent by Coach Natalie May 2024Troubleshooting
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  Once a transaction is marked as "Reviewed", do not apply automatic changes (edited)

  Active timmyc123 86 views 6 comments 11 points Most recent by ejs May 2024Feature Requests
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  MISSING AMERICAN FUNDS

  Closed Aya 126 views 2 comments 1 point Most recent by Mr.Tee1985 May 2024Adding and Updating Accounts
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  How to apply a payment to a loan

  Answered ✓ Closed LaurieS 381 views 3 comments 0 points Most recent by DannyB May 2024Adding and Updating Accounts
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  Merged: Subscriptions out of order

  Emacken 11 views 0 comments 0 points Started by Emacken May 2024 Using the Spending Plan
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  Networth report is not wrong. Does not match correct dashboard value

  Closed Another Stephen 110 views 12 comments 0 points Most recent by Another Stephen May 2024Report a Bug
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  Add support for EquityZen

  Active gsoccer 13 views 1 comment 1 point Most recent by Coach Jon May 2024Report Missing Financial Institution
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  Importing Account Balance For Connected Liability Accounts

  Closed kilo23 217 views 12 comments 2 points Most recent by Coach Natalie May 2024Troubleshooting
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  HealthEquity HSA savings balance is reporting an incorrect (and negative) balance

  Closed Neubadger 256 views 15 comments 0 points Most recent by Neubadger May 2024Adding and Updating Accounts