Recent Discussions

Discussion List

• 
  Do "Spaces" and "datasets" mean the same thing in Simplifi?

  Answered ✓ Closed DryHeat 34 views 5 comments 0 points Most recent by DryHeat November 2025Using Space Sharing
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  Exporting a Financial Snapshot

  Closed esender 39 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
• 
  Editing Transaction in Investment account

  Closed Mark54 26 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Quicken code error results in prompt being redisplayed

  Closed DavidEatough 44 views 3 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
• 
  Web Release 4.84.0

  Closed Coach Natalie 202 views 0 comments 0 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  Alight - Target "Something went wrong" message (edited)

  Closed Serrabr 80 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 49 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  14

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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 183 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
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  Ascensus - RPLink FDP-102

  Closed pcsanwald 15 views 2 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 40 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  Bank Account expenses handled incorrectly?

  Answered ✓ Closed cmccord 91 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Merged: Connection to Target Red Card failing since 11/12

  Closed maxvv 1 view 0 comments 0 points Most recent by maxvv November 2025Troubleshooting
• 
  HealthEquity FDP-108 error

  Closed System 370 views 2 comments 0 points Most recent by Coach Kristina November 2025Adding and Updating Accounts
• 
  where did comments/tagging section go?

  Closed Kartad 27 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Can I change the monthly cycle date?

  Closed cowboy57 74 views 3 comments 0 points Most recent by DannyB November 2025Bills and Income
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 17 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Most recent by JacksonHarding November 2025Feature Requests
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  7

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  Reimbursement Tracker

  Active ajbopp 162 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  American Express FDP-401 error

  Closed tpoppy 124 views 3 comments 0 points Most recent by SRC54 November 2025Adding and Updating Accounts
• 
  Honda Finance FDP-108 error [Edited]

  Closed rabate 390 views 7 comments 0 points Most recent by Jeff C November 2025Adding and Updating Accounts
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  Bill Connect: ClickPay

  Active elbeh 13 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
• 
  Spending Plan: Planned Spend "Overspent" Not Updating

  Closed TiggerTrainer 88 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug
• 
  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 338 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
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  1

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  Bill Connect: USAA Insurance (edited)

  elbeh 89 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
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  1

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  Bill Connect: ExtraSpace Storage

  Active elbeh 11 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
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  15
  Principal Financial

  Completed Closed System 1.3K views 34 comments 15 points Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller