Recent Discussions

Discussion List

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  Export missing data: the last straw :(

  Closed Max1223 105 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 86 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Display of Uncategorized

  Closed J3rabb 33 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 32 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Dismissing Bill Reminder removes charge from Cash Flow

  Answered ✓ Closed michaeljcampbell 164 views 8 comments 0 points Most recent by RobWilk November 2025Bills and Income
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  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 42 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 79 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 1 view 0 comments 1 point Most recent by bethimusprime November 2025Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 31 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 81 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 214 views 16 comments 8 points Most recent by RobWilk November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 104 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Navy FCU : FDP-105

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  TD Canada Trust connection issue

  Closed System 23 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 250 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Most recent by blazyt November 2025Report Missing Financial Institution or Biller
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  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 217 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 146 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
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  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 215 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 83 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 1.2K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Investments Performance tab not displaying correctly.

  Closed jgo 127 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.7K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 714 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 41 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 134 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 231 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting