Recent Discussions

Discussion List

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  Merged: Bring the cashflow projection line graph to iPad/tablet Simplifi app.

  Closed AJsAway 11 views 0 comments 2 points Started by AJsAway June 2025 Feature Requests
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  CFCU Community Credit Union (edited)

  Closed TD Allen 3 views 1 comment 1 point Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Portfolio / Update Just says "Connecting" and is stuck

  Closed CitrusGal 4 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Vanguard Connection problem - FDP-390 error (edited)

  Closed Taylor S 211 views 14 comments 0 points Most recent by dbert721 June 2025Adding and Updating Accounts
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  Unable to connect to AXOS (edited)

  Closed Motherof7 26 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Savings Goals are incorrect if you withdraw

  Closed Greg-n-Texas 68 views 7 comments 0 points Most recent by Flopbot June 2025Using Savings Goals
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  How much time do you Simplifi weekly?

  Closed Flopbot 51 views 6 comments 1 point Most recent by DannyB June 2025How do you Quicken Simplifi?
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  Merrill Lynch LMA loan account downloads as a positive number (edited)

  Closed Greg-n-Texas 11 views 2 comments 0 points Most recent by Greg-n-Texas June 2025Adding and Updating Accounts
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  Quicken says the email "Was sent Successfully" but the recipient never received their copy, why?

  Closed Katedurand 2 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 48 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

  Closed JeffCB 17 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 17 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  [ONGOING] 06/05/25: Citizens One Home Loan - Showing positive balance instead of a negative balance

  Coach Jon 55 views 1 comment 0 points Most recent by Coach Jon June 2025Current Online Banking Issues
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 24 views 4 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  One step update not working even though it says it updated

  Closed Edie 15 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 96 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Is there a problem with Acorns syncing?

  Closed B_H 133 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  'Release Available for Spending' option resets one of Planned Spending to 0

  Closed lsgc123 39 views 6 comments 0 points Most recent by lsgc123 June 2025Troubleshooting
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  EWC+...Failed again

  Closed denmarfl 4 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 36 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 41 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Can't add TIAA account, FDP-102

  Closed scollard2001 270 views 36 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  TSP Accounts have not been working for two months

  Closed whyme 39 views 3 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Spending Plan Planning Page

  Active DannyB 14 views 0 comments 4 points Started by DannyB June 2025 Feature Requests
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 34 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 68 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
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  More Rules

  Closed housetr 21 views 2 comments 0 points Most recent by housetr June 2025Managing Your Transactions
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  Ongoing issue with Wex connection - Care code: 169 (edited)

  Closed mdcooper88 29 views 2 comments 0 points Most recent by mdcooper88 June 2025Adding and Updating Accounts