Recent Discussions

Discussion List

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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 1.2K views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.83.0

  Closed Coach Natalie 202 views 0 comments 1 point Most recent by Coach Natalie November 2025Updates From the Product Team
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 23 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  CC Debt: The kind of thing i'm currently manually using Excel for (Simplifi 'could' use this)

  Closed RobWilk 35 views 0 comments 0 points Most recent by RobWilk November 2025The Water Cooler
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 36 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 13 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  7

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  MCP Server

  Active MtnCreed 1.3K views 5 comments 7 points Most recent by MtnCreed November 2025Feature Requests
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  Ally Bank Connection FDP-103 (edited)

  Closed ScottD 35 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Amex HYS $0 Balance (edited)

  Closed quickdave 158 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Why no Black Friday deal for existing customers

  Closed rismeyer 66 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 46 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Where to start... Here are my top four so far.

  Closed jimhoflen 32 views 1 comment 1 point Most recent by Coach Kristina November 2025Feedback
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  Planned Spending Inaccurate

  Closed viperguynaz 42 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  Closed cubateve 306 views 12 comments 7 points Most recent by SRC54 November 2025Feedback
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  "Add to Planned Spend" button covers up transactions

  Closed noahbramlett 12 views 2 comments 0 points Most recent by RobWilk November 2025Troubleshooting
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  16

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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 453 views 8 comments 16 points Most recent by scribblerjane November 2025Feature Requests
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  The system recognize and correctly categorize transfers between accounts [Edited]

  Closed scribblerjane 31 views 1 comment 1 point Most recent by DryHeat November 2025Feedback
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  Merged: Allow the ability to tie Saving Goals to SoFi vaults

  Closed scribblerjane 11 views 0 comments 1 point Most recent by DryHeat November 2025Feature Requests
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  108

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.3K views 51 comments 108 points Most recent by taque November 2025Feature Requests
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  Merged: Compare Sub Categories Over Time

  Closed taque 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  How to withdraw from savings goal?

  Closed llamafilm 188 views 4 comments 0 points Most recent by RobWilk November 2025Using Savings Goals
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  North Dakota 529 Aggregator Link (edited)

  Active jmyers98 11 views 0 comments 1 point Most recent by jmyers98 November 2025Report Missing Financial Institution or Biller
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  Merged: Check number field

  Closed scott1982 11 views 0 comments 1 point Most recent by scott1982 November 2025Report a Bug
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  3

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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 34 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 73 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  Looking for a paid Simplifi Coach.

  Closed ken.acer 217 views 9 comments 0 points Most recent by ken.acer November 2025Using the Spending Plan
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  Export missing data: the last straw :(

  Closed Max1223 128 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  6

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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 92 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Display of Uncategorized

  Closed J3rabb 41 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions