Recent Discussions

Discussion List

• 
  Simplifi Business & Personal Information

  Closed Dick_Davis 50 views 2 comments 1 point Most recent by Dick_Davis December 2025Getting Started
• 
  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 364 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 141 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
• 
  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
• 
  9

  Up Down
  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 176 views 6 comments 9 points Most recent by SRC54 December 2025Feature Requests
• 
  Bill Connect: Costco Not Connecting

  Closed TiggerTrainer 314 views 18 comments 0 points Most recent by Coach Jon December 2025Bills and Income
• 
  63

  Up Down
  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 768 views 20 comments 63 points Most recent by patate1684 December 2025Feature Requests
• 
  12

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 360 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
• 
  Projected Spending Logic in Watchlists (edited)

  Closed jwphillips 63 views 3 comments 0 points Most recent by SRC54 December 2025Using Watchlists
• 
  Check # field is missing on the mobile app

  Closed System 253 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 83 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
• 
  CIT Bank N.A request-body-field error

  Closed Marquette42 202 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts
• 
  8

  Up Down
  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 30 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
• 
  Add State Nebraska Bank and Trust

  Closed Krick 34 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 1 view 0 comments 0 points Most recent by Iva December 2025Feedback
• 
  2
  Flourish

  Completed Closed Duke0486 78 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
• 
  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 95 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
• 
  Investment Transaction Duplications (edited)

  Closed neon45 2.6K views 117 comments 0 points Most recent by neon45 December 2025Investments
• 
  CIT account showing wrong balance (edited)

  Closed Marquette42 84 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
• 
  Merged: Dashboard emoji

  Closed woodsman 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
• 
  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 67 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
• 
  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Most recent by nmnmnmnmn December 2025Troubleshooting
• 
  1

  Up
  Add Rocket Loans

  Active Krick 116 views 0 comments 1 point Most recent by Krick December 2025Report Missing Financial Institution or Biller
• 
  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 64 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
• 
  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 108 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Pending false Payment to Apple Card

  Closed N4KHQ 55 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  TD Bank/First Community Bank connection has failed (edited)

  Closed CleoZ 171 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
• 
  FDP-103 Error still exists with Tangerine

  Closed ratienza 484 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
• 
  Merged: More Total Spending Report Categories

  Closed 6-1blonde 1 view 0 comments 1 point Most recent by 6-1blonde December 2025Feature Requests
• 
  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 357 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan