Recent Discussions

Discussion List

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  Things to fix or add about reports

  Closed Karin C 38 views 3 comments 1 point Most recent by Coach Kristina July 2025Feedback
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  Mobile App: Rearrange Dashboard Panes

  Closed jmn 11 views 1 comment 3 points Most recent by Coach Kristina July 2025Feedback
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  Good first 45 Days and Leading to Goal of Complete Migration from Quicken Classic Premier

  Closed Dick_Davis 22 views 1 comment 2 points Most recent by SRC54 July 2025Share your Success!
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  Franklin Templeton: Care Code: FDP-106

  Closed LJM16 83 views 4 comments 0 points Most recent by LJM16 July 2025Adding and Updating Accounts
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  Merged: Reports, Income & Expense – Need Slider Bar Below

  Closed Dick_Davis 31 views 0 comments 0 points Most recent by ChefKeith July 2025Using Reports
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  Merged: Change Reviewed to be Manually Selected, Not Automatically Changed

  Closed Dick_Davis 11 views 0 comments 2 points Most recent by Dick_Davis July 2025Feature Requests
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  Wealthscape Investor FDP-103 error (edited)

  Closed prestonjr23 181 views 22 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Add First Community Credit Union of Oregon

  Closed Britt516 2 views 1 comment 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 33 views 2 comments 0 points Most recent by garej704 July 2025Investments
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  Can't link Axos Bank (FDP-103)

  Closed Carol @1023 13 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Track rewards/bonus/limit details of credit cards

  Closed Duncan 25 views 1 comment 2 points Most recent by Coach Natalie July 2025Feedback
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  Unable to save changes when editing a series in Simplifi

  Closed Duke0486 38 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Unable to access "sign in" from mobile app (edited)

  Closed blkrugger 141 views 11 comments 0 points Most recent by Coach Jon July 2025Troubleshooting
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  looking for someone to show me how to run my simplifi account

  Closed System 34 views 2 comments 0 points Most recent by Coach Jon July 2025Getting Started
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  Merged: Be able to mark just one of the split transactions as a recurring bill (edited)

  Closed nakada 1 view 0 comments 1 point Most recent by nakada July 2025Feature Requests
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  87

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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 554 views 25 comments 87 points Most recent by nakada July 2025Feature Requests
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  What is the status 2/19/25: Date Picker Starting on Monday Instead of Sunday in Quicken Simplifi Web

  Answered ✓ Closed scott1982 45 views 5 comments 0 points Most recent by Coach Natalie July 2025Report a Bug
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 111 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
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  When is the Public.com Connection issue going to be solved? (edited)

  Closed mgustavson 40 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Set up set dates for semi-monthly income

  Answered ✓ Closed DannyBoy_425 12 views 1 comment 0 points Most recent by DannyBoy_425 July 2025Bills and Income
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  41

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  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 779 views 24 comments 41 points Most recent by eitanl27 July 2025Feature Requests
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 32 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Potential new user questions

  Closed Helen Bacque 59 views 8 comments 0 points Most recent by SRC54 July 2025Feedback
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  4

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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 22 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
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  Midfirst connection broken for a month

  Closed Tia 116 views 6 comments 0 points Most recent by Tia July 2025Adding and Updating Accounts
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  Merged: Assistance in identifying suspected duplicate transactions

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko July 2025Feature Requests
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  11

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  System to easily locate duplicate transactions (edited)

  Active raffi 124 views 2 comments 11 points Most recent by ssoko July 2025Feature Requests
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  3

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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 1 view 0 comments 3 points Most recent by Brian Montague July 2025Feature Requests
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  Merged: Rules should allow specifying the Tag in addition to the category

  Closed mkburns 1 view 0 comments 1 point Most recent by mkburns July 2025Feature Requests
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  Merged: Ability to Split Categories in Recurring (edited)

  Closed Sher 1 view 0 comments 1 point Most recent by Sher July 2025Feature Requests