Recent Discussions

Discussion List

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  No date filter on transaction lists

  Closed kevitay 22 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 235 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 109 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 11 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 11 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 31 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 201 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 61 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 92 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 61 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 31 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  Investment down 500% over 60 days?

  Closed Bella Li 11 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 51 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 52 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 80 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 314 views 14 comments 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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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 214 views 2 comments 0 points Most recent by Flopbot June 2025Getting Started
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  Add Volkswagen Credit

  In Review lvmayhem 211 views 6 comments 9 points Most recent by willj92 June 2025Report Missing Financial Institution
• 
  What is the best video tutorial?

  Answered ✓ Closed Jr. Bait 101 views 3 comments 0 points Most recent by Coach Natalie June 2025Getting Started
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  Merged: Remember expanded/collapsed state of Accounts List, Transactions, & other elements

  Closed Sstrico 521 views 0 comments 66 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Ability To Make Layout Changes Permanent Across Logins (edited)

  Closed Simon Jemani 21 views 0 comments 5 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Collapsing Accounts, Categories and Others

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis June 2025 Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 61 views 3 comments 6 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Widening Account Descriptions in the Accounts List (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis June 2025 Feature Requests