Recent Discussions

Discussion List

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  What is the ETA for FDP-103 with Axos Bank? (edited)

  Closed theprisoner 23 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Missing: Albert

  Closed Chris.quick4 12 views 1 comment 1 point Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 44 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
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  Merged: Alphabetize Tags on Desktop Browser

  Closed TexanTommy 1 view 0 comments 1 point Most recent by TexanTommy August 2025Report a Bug
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  Midfirst Bank - FDP-107 (Ongoing issue?)

  Closed bethimusprime 116 views 5 comments 0 points Most recent by SJPusateri August 2025Adding and Updating Accounts
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  Merged: Unknown Goal

  Closed imigg 1 view 0 comments 0 points Most recent by imigg August 2025Using Savings Goals
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  First Trust Bank Mortgage & Loan (edited)

  Active JTEck37 1 view 0 comments 2 points Most recent by JTEck37 August 2025Report Missing Financial Institution or Biller
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  Recommend increasing the columns for the Payee and Category fields (edited)

  Closed Dick_Davis 21 views 4 comments 0 points Most recent by Dick_Davis August 2025Feedback
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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 37 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  CMG Mortgage

  Closed vdavy718 25 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Missing Utah Educational Savings Plan (aka my529)

  In Review LAMD 1.9K views 54 comments 48 points Most recent by tommerdahl August 2025Report Missing Financial Institution or Biller
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  Unable to connect to Empower (edited)

  Closed tommerdahl 23 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Web Release 4.71.0

  Closed Coach Natalie 251 views 0 comments 1 point Most recent by Coach Natalie August 2025Updates From the Product Team
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 538 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback
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  FDP-103 for Human Interest 401k Persisting

  Closed silalus 33 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Issue with Barclay's MFA

  Closed System 55 views 3 comments 0 points Most recent by Charles Collins August 2025Adding and Updating Accounts
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  Why doesn't Simplifi re-authenticate my credit card account?

  Answered ✓ Closed RPeters 41 views 5 comments 0 points Most recent by RobWilk August 2025Adding and Updating Accounts
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  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 36 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 59 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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  Investment Transaction Activity – How to Handle Employer Matching (edited)

  Answered ✓ Closed Dick_Davis 77 views 6 comments 0 points Most recent by Dick_Davis August 2025Categories and Tags
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  For new Simplifi users

  Closed Donzee 54 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 22 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  Merged: "Unknown Goal" Keeping my Funds

  Closed YogiTheGolden 21 views 0 comments 0 points Most recent by Coach Kristina August 2025Report a Bug
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  Navy Federal "connection error" - FDP-350 (edited)

  Closed RobWilk 22 views 2 comments 0 points Most recent by RobWilk August 2025Adding and Updating Accounts
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 136 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  how do I get a projected budget to generate?

  Answered ✓ Closed SweeTea 58 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Releasing planned spend doesn't change the total in the Spending Plan (edited)

  Closed johnnydr4 42 views 3 comments 0 points Most recent by SRC54 August 2025Troubleshooting
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  Merged: Deleting a Savings Goal does not return the money to the account's available balance

  Closed Etch44 17 views 0 comments 0 points Most recent by Etch44 August 2025Using Savings Goals
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  Phone support

  Answered ✓ Closed Gerryd 100 views 2 comments 0 points Most recent by Coach Jon August 2025Feedback
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  Is there way to save retirement planning information? (edited)

  Answered ✓ Closed johnnydr4 39 views 2 comments 0 points Most recent by johnnydr4 August 2025Using the Retirement Planner