Recent Discussions

Discussion List

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  New Credit Dashboard says No Payments Due for the next month, when payments are due

  System 40 views 2 comments 0 points Most recent by Coach Aldair October 7Troubleshooting
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  Configurable Total and/or Average column in report tables (edited)

  BryceSchober 45 views 1 comment 0 points Most recent by Coach Natalie October 7Using Reports
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  Add City and County of Honolulu - Voya (edited)

  Active Warrior96 153 views 5 comments 1 point Most recent by Coach Natalie October 7Report Missing Financial Institution or Biller
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  Does Simplifi include manually entered investment cash flow transactions in IRR calculations?

  Answered juddmd31 113 views 7 comments 0 points Most recent by Coach Natalie October 6Investments
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  ONGOING 10/6/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error

  Coach Aldair 582 views 2 comments 0 points Most recent by Coach Aldair October 6Current Online Banking Issues
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  Truist only updates once a day unless a reset is performed (edited)

  sgrnspan 181 views 7 comments 0 points Most recent by Coach Natalie October 6Adding and Updating Accounts
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  MFA code required at every login

  rcortez 112 views 4 comments 0 points Most recent by rcortez October 6Troubleshooting
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  Merrill Lynch FDP-105 Error

  MightyIrish 591 views 23 comments 0 points Most recent by Bay Area Savers October 6Adding and Updating Accounts
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  Add a Report for Planned Spend (edited)

  Active l6538 51 views 2 comments 6 points Most recent by SRC54 October 5Feature Requests
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  Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

  dndsieg17 122 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
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  Option to add and remove cards from the dashboard

  l6538 46 views 1 comment 1 point Most recent by Coach Natalie October 5Using the Dashboard
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  John Hancock Retirement Plan Connection (FDP-102 error)

  stalgeh 86 views 1 comment 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
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  Reorder “planned spend” by priorities or amount [Edited]

  Jmik 58 views 1 comment 1 point Most recent by Coach Natalie October 5Using the Spending Plan
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  Bills & Income Displaying Erroneous Items

  Answered Mortimer Duke 72 views 4 comments 0 points Most recent by Coach Kristina October 4Bills and Income
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  Bold the account sub-headings in the Accounts List (edited)

  Active Hansang 69 views 1 comment 4 points Most recent by DryHeat October 4Feature Requests
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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 919 views 5 comments 17 points Most recent by Mi$$ingMint October 4Feature Requests
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  Implement Passkeys (edited)

  Active AzMurph 1.2K views 33 comments 43 points Most recent by rjbcc58 October 4Feature Requests
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  Accidentally linked Vanguard accounts to the wrong login (edited)

  RobI 105 views 2 comments 0 points Most recent by RobI October 4Adding and Updating Accounts
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  Reconciliation Showing an Incorrect Balance Despite Matching Transactions (Edited)

  Jerry Montgomery 46 views 1 comment 0 points Most recent by Coach Aldair October 4Troubleshooting
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  Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain

  Oogway 192 views 11 comments 0 points Most recent by Coach Aldair October 3Troubleshooting
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  Allow Bill Reminder Notifications to link to Apple/Google Calendar (edited)

  Active Nabeelb227 154 views 4 comments 4 points Most recent by Deihmos October 3Feature Requests
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  Home Depot Credit Card Returning FDP-350 Error When Reauthorizing

  Answered dougvanderyacht 122 views 1 comment 0 points Most recent by Coach Aldair October 3Adding and Updating Accounts
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  "Potentially Recurring" section on dashboard shows me countless one time payments (edited)

  Marcin 78 views 2 comments 0 points Most recent by DryHeat October 3Troubleshooting
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  Paid reminders showing past due all of a sudden on the mobile app (edited)

  Matt Y 344 views 17 comments 2 points Most recent by Coach Aldair October 3Report a Bug
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  Improve colorblind accessibility in Spending Plan

  Active TXWhackamole 27 views 0 comments 4 points Started by TXWhackamole October 3 Feature Requests
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  "Ask AI" should be an optional feature to pay for

  Active flintster_99 114 views 4 comments -2 points Most recent by flintster_99 October 2Feature Requests
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  Why is my monthly annuity income being categorized as a credit card payment

  Answered Closed Sharont_2008 58 views 1 comment 0 points Most recent by Coach Aldair October 2Managing Your Transactions
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  Add a Savings Goal Report (edited)

  In Review ajbopp 153 views 2 comments 16 points Most recent by birbyb October 2Feature Requests
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  Is there a Savings Goal Report? (edited)

  Answered ✓ Closed birbyb 71 views 1 comment 0 points Most recent by Coach Aldair October 2Using Savings Goals
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  Space Coast Credit Union Connection Issues (to.100 error)

  Closed rostjd 85 views 1 comment 0 points Most recent by Coach Aldair October 2Adding and Updating Accounts