Recent Discussions

Discussion List

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  Date range doesn't include last 12 months

  Closed Oren 11 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Multi-factor authentication not working

  Closed trewbux 22 views 3 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  18

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 274 views 14 comments 18 points Most recent by Dakota June 2025Feature Requests
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  30

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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 396 views 16 comments 30 points Most recent by Dakota June 2025Feature Requests
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  2

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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 16 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 48 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  No date filter on transaction lists

  Closed kevitay 16 views 1 comment 2 points Most recent by Coach Jon June 2025Feedback
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  Apple Wallet Credit Card not syncing after reinstalling credit cards in apple wallet IOS

  Closed OregonNomad 211 views 7 comments 0 points Most recent by SRC54 June 2025Adding and Updating Accounts
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  Simplifi account access from foreign countries (yes or no?)

  Closed OregonNomad 103 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Net worth discrepancy

  Closed lwyman 32 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Lending Club no longer working - FDP-106 error (edited)

  Closed adh289 10 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Where to find the Simplifi Web Release Identifier

  Answered ✓ Closed Dick_Davis 12 views 1 comment 0 points Most recent by jfclague June 2025Feedback
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  How can I automatically recognize account transfers (in) as income?

  Closed FreshMints 30 views 1 comment 0 points Most recent by DryHeat June 2025Bills and Income
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  Janney (Janney Montgomery Scott LLC) Investments connectivity

  In Review ogl 205 views 10 comments 9 points Most recent by qunfudh June 2025Report Missing Financial Institution
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 60 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  AMEX High Yield Savings No Longer Syncing/Detected

  Closed rmarcus88 88 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Web Release 4.62.0

  Closed Coach Natalie 271 views 0 comments 1 point Started by Coach Natalie June 2025 Updates From the Product Team
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  Acorns sync broken again?

  Closed benleclair 66 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Mobile Release 5.32.0

  Closed Coach Natalie 182 views 0 comments 2 points Started by Coach Natalie June 2025 Updates From the Product Team
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 33 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices & Estimates
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  Investment down 500% over 60 days?

  Closed Bella Li 12 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Hire a Dedicated Simplifi Coach/Consultant

  Answered ✓ Closed MC3 55 views 1 comment 0 points Most recent by Coach Natalie June 2025Getting Started
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  Merged: Vehicle Value by VIN, Plate with State

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by SRC54 June 2025Feature Requests
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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 56 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists

  Closed rosachin21k 75 views 9 comments 0 points Most recent by rosachin21k June 2025Report a Bug
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  Fidelity CMA Account gets added as an investment account (edited)

  Closed Grenae0924 284 views 14 comments 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  1

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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Started by Folkcello June 2025 Feature Requests
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  Multiple Profiles

  Closed Stevefxp 183 views 2 comments 0 points Most recent by Flopbot June 2025Getting Started
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  9

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  Add Volkswagen Credit

  In Review lvmayhem 208 views 6 comments 9 points Most recent by willj92 June 2025Report Missing Financial Institution
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  What is the best video tutorial?

  Answered ✓ Closed Jr. Bait 99 views 3 comments 0 points Most recent by Coach Natalie June 2025Getting Started