Recent Discussions

Discussion List

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  Simplifi Suggestions (edited)

  Closed tomba51 40 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Dismissing Bill Reminder removes charge from Cash Flow

  Answered ✓ Closed michaeljcampbell 180 views 8 comments 0 points Most recent by RobWilk November 2025Bills and Income
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  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 44 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 83 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  Merged: 1098-T Tuition Statement Tax Form

  Closed bethimusprime 1 view 0 comments 1 point Most recent by bethimusprime November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 83 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 126 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Navy FCU : FDP-105

  Closed RobWilk 13 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  TD Canada Trust connection issue

  Closed System 25 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 295 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Most recent by blazyt November 2025Report Missing Financial Institution or Biller
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  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 260 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 170 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
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  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 233 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 85 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 1.3K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Investments Performance tab not displaying correctly.

  Closed jgo 133 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 6K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 761 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 47 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 152 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 243 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
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  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Kades Margolis

  Active Jason Csanyi 2 views 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 93 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug