Recent Discussions

Discussion List

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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  Closed cubateve 341 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 11 views 2 comments 0 points Most recent by RobWilk November 2025Troubleshooting
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 482 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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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.5K 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 198 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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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 31 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 71 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 234 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 141 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  Active DryHeat 112 views 6 comments 7 points Most recent by SRC54 November 2025Feature Requests
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  Display of Uncategorized

  Closed J3rabb 43 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 41 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 191 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 41 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
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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 Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 92 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  Active nrp06 101 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 142 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Navy FCU : FDP-105

  Closed RobWilk 12 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 23 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 321 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 272 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 182 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 291 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income