Recent Discussions

Discussion List

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  Huntington National Bank - Transactions not downloading

  System 147 views 3 comments 0 points Most recent by GregK October 12Adding and Updating Accounts
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  Duplicate Recurring Series When Linking From a Transaction on Mobile (edited)

  jgold1996 138 views 5 comments 0 points Most recent by Coach Natalie October 12Troubleshooting
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  Merged: Do you have any update to the ongoing CIT Bank connection issue?

  Closed Tyama48 6 views 0 comments 0 points Started by Tyama48 October 12 Adding and Updating Accounts
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  Please add EquatePlus to Simplifi

  Active woodswayne 918 views 19 comments 27 points Most recent by Coach Natalie October 12Report Missing Financial Institution or Biller
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  Merged: Please Add 'Alight' - Employee 401k for UBS Employees

  Closed dburks 11 views 0 comments 1 point Started by dburks October 12 Report Missing Financial Institution or Biller
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  Merged: Please Add 'EquatePlus' (edited)

  Closed dburks 12 views 0 comments 1 point Started by dburks October 12 Report Missing Financial Institution or Biller
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  Spending Report categories shows an ATM cash withdrawal as positive - expected? (edited)

  Answered Mortimer Duke 93 views 4 comments 0 points Most recent by Mortimer Duke October 11Using Reports
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  Loan Car payment, tracking principal and interest (loan debt cost), How do you guys do it?

  Answered Dariusz 74 views 3 comments 0 points Most recent by Dariusz October 11Adding and Updating Accounts
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  Bills Series Dropping Random Reminders

  Answered Mortimer Duke 142 views 6 comments 0 points Most recent by DryHeat October 11Bills and Income
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  What is the 'New' feature flag on the Credit section? (edited)

  Answered K413 123 views 5 comments 0 points Most recent by Flopbot October 10Feedback
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  Reorder (instead of alpha default) planned spend

  Jmik 57 views 2 comments 0 points Most recent by Flopbot October 10Using the Spending Plan
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  Add a "pin to right" option for the 'Reviewed' column (edited)

  Active Flopbot 167 views 6 comments 1 point Most recent by Flopbot October 10Feature Requests
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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 2.2K views 39 comments 47 points Most recent by Bill T October 10Report Missing Financial Institution or Biller
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  Cenlar Mortgage Showing a Positive Balance (Edited)

  AlexMorat 70 views 1 comment 0 points Most recent by Coach Aldair October 10Adding and Updating Accounts
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  Unable to Link Citi Brokerage Account (Edited)

  richarddchen 74 views 1 comment 0 points Most recent by Coach Aldair October 10Adding and Updating Accounts
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  Freezing after the latest app update (edited)

  keelay74 118 views 5 comments 0 points Most recent by keelay74 October 10Report a Bug
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  Support for recurring bills in Simplifi to investment accounts

  gmbrady 138 views 7 comments 1 point Most recent by Coach Natalie October 9Bills and Income
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  Transaction List 'Amount' column won't save location preference; always pins back to the right

  System 150 views 5 comments 0 points Most recent by Coach Aldair October 9Report a Bug
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  ONGOING 10/9/26: Merrill Lynch Benefits Online returns an FDP-105 error

  Coach Aldair 410 views 2 comments 0 points Most recent by Coach Natalie October 9Current Online Banking Issues
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  17

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 143 views 8 comments 17 points Most recent by John Dressel October 9Feature Requests
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  My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly (edited)

  juddmd31 221 views 12 comments 0 points Most recent by Coach Aldair October 9Adding and Updating Accounts
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  Chase Checking Account: Incorrect Balance with Pending

  RustyG 111 views 2 comments 0 points Most recent by DryHeat October 8Adding and Updating Accounts
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 702 views 25 comments 1 point Most recent by Keith&Lisa Campbell October 8Adding and Updating Accounts
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  Manual brokerage account balances not updating in the Accounts List unless a change is made (edited)

  6yRgneud 289 views 9 comments 0 points Most recent by Coach Aldair October 8Troubleshooting
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  Web Release 6.40.0

  Closed Coach Natalie 226 views 0 comments 0 points Started by Coach Natalie October 8 Updates From the Product Team
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 1.8K views 64 comments 1 point Most recent by Coach Natalie October 8Adding and Updating Accounts
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  America First Credit Union connection not working

  MadRabbit22 224 views 7 comments 0 points Most recent by Coach Aldair October 7Adding and Updating Accounts
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  Mobile Release 6.40.0

  Closed Coach Natalie 165 views 0 comments 0 points Started by Coach Natalie October 7 Updates From the Product Team
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  US Treasury Bonds are Not Displaying correctly on Portfolio Tab

  Danimal 106 views 5 comments 0 points Most recent by Coach Aldair October 7Troubleshooting
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  Add the Credit Card Statement Date to the Credit Dashboard (edited)

  Active surfnsocal 61 views 2 comments 3 points Most recent by EL1234 October 7Feature Requests