Recent Discussions

Discussion List

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  9

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 67 views 7 comments 9 points Most recent by RobWilk November 19Feature Requests
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  Gobble Up Some Gratitude!

  Coach Natalie 93 views 5 comments 1 point Most recent by DannyB November 18The Water Cooler
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 120 views 0 comments 2 points Started by Coach Natalie November 18 Updates From the Product Team
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  Stash Invest getting 102 error

  Scobee 21 views 1 comment 0 points Most recent by Coach Jon November 18Adding and Updating Accounts
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  Delete Net Worth History? (edited)

  lynchbro 14 views 1 comment 0 points Most recent by Coach Natalie November 18Adding and Updating Accounts
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  How can a community member search for requests that are Active, Already Offered, etc?

  System 15 views 2 comments 0 points Most recent by Coach Natalie November 18Using the Community
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  Merged: Most used category list at top of web App

  Closed N4KHQ 3 views 0 comments 1 point Started by N4KHQ November 18 Feature Requests
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  Auto-release planned spend did not auto-release

  MishaM 54 views 7 comments 0 points Most recent by Coach Jon November 18Troubleshooting
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  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 119 views 21 comments 0 points Most recent by Coach Jon November 18Bills and Income
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  CIBC US New Login (Care Code: FDP-163)

  myfriend 197 views 15 comments 3 points Most recent by Coach Jon November 18Adding and Updating Accounts
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  [ONGOING] 11/4/25: Crate and Barrel Credit Card returns an FDP-102 error

  Coach Natalie 45 views 1 comment 1 point Most recent by Coach Jon November 18Current Online Banking Issues
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  Issue connecting two logins with Vanguard (edited)

  Jeff C 3.2K views 134 comments 2 points Most recent by Coach Jon November 18Adding and Updating Accounts
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 18Adding and Updating Accounts
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  2

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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 55 views 7 comments 2 points Most recent by Coach Natalie November 18Feature Requests
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  29

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  Implement Passkeys (edited)

  Active AzMurph 430 views 25 comments 29 points Most recent by SRC54 November 18Feature Requests
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  How to use completed savings goals

  Answered ✓ Mike B 27 views 4 comments 0 points Most recent by Mike B November 18Feedback
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  13

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 20 views 2 comments 13 points Most recent by RobWilk November 18Feature Requests
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  Do "Spaces" and "datasets" mean the same thing in Simplifi?

  Answered ✓ DryHeat 28 views 5 comments 0 points Most recent by DryHeat November 18Using Space Sharing
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  Exporting a Financial Snapshot

  esender 19 views 1 comment 0 points Most recent by Coach Jon November 18Feedback
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  Editing Transaction in Investment account

  Mark54 10 views 1 comment 0 points Most recent by Coach Jon November 17Managing Your Transactions
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  Quicken code error results in prompt being redisplayed

  DavidEatough 23 views 3 comments 0 points Most recent by Coach Jon November 17Report a Bug
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  Web Release 4.84.0

  Closed Coach Natalie 194 views 0 comments 0 points Started by Coach Natalie November 17 Updates From the Product Team
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  Alight - Target "Something went wrong" message (edited)

  Serrabr 36 views 3 comments 0 points Most recent by Coach Jon November 17Adding and Updating Accounts
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  Add Tags to Transactions in Spending Plan

  MikeZ 32 views 3 comments 4 points Most recent by Coach Natalie November 17Using the Spending Plan
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 24 views 0 comments 1 point Most recent by Coach Natalie November 17Feature Requests
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 143 views 8 comments 14 points Most recent by Coach Natalie November 17Feature Requests
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  [ONGOING] 11/3/25: Discover Bank & Discover Card returning an FDP-4000 error

  Coach Natalie 403 views 1 comment 3 points Most recent by Coach Natalie November 17Current Online Banking Issues
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  [ONGOING] 11/3/25: Honda Finance returns an FDP-108 error

  Coach Natalie 194 views 1 comment 1 point Most recent by Coach Natalie November 17Current Online Banking Issues
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  Ascensus - RPLink FDP-102

  pcsanwald 8 views 2 comments 0 points Most recent by Coach Natalie November 17Adding and Updating Accounts
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  Merged: Creating multiple transactions

  Closed RipTWD 5 views 0 comments 3 points Most recent by DryHeat November 17Feature Requests