Recent Discussions

Discussion List

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  How to account for Square credit card payment fees (edited)

  Closed Justjes 15 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
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  17
  Transamerica Retirement

  Completed Closed brittny 888 views 13 comments 17 points Most recent by suL33T June 2025Report Missing Financial Institution or Biller
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  Incorrect Date Account Last Updated

  Closed FBOL 92 views 15 comments 0 points Most recent by FBOL June 2025Troubleshooting
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  Are Citi Cards Broken Again?

  Closed TheReal702 35 views 4 comments 0 points Most recent by TheReal702 June 2025Adding and Updating Accounts
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 12 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Merrill Lynch returning FDP-106 error

  Closed jbardrof 83 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 236 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
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  Transactions disappear when linked to recurring

  Closed bobmablob 352 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  3

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 36 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  3

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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 71 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests
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  Date range doesn't include last 12 months

  Closed Oren 12 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Multi-factor authentication not working

  Closed trewbux 26 views 3 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 11 views 0 comments 2 points Most recent by Dick_Davis June 2025Feature Requests
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 58 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  No date filter on transaction lists

  Closed kevitay 34 views 1 comment 2 points Most recent by Coach Jon June 2025Feedback
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  Apple Wallet Credit Card not syncing after reinstalling credit cards in apple wallet IOS

  Closed OregonNomad 317 views 7 comments 0 points Most recent by SRC54 June 2025Adding and Updating Accounts
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  Simplifi account access from foreign countries (yes or no?)

  Closed OregonNomad 110 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Net worth discrepancy

  Closed lwyman 62 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Lending Club no longer working - FDP-106 error (edited)

  Closed adh289 19 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Where to find the Simplifi Web Release Identifier

  Answered ✓ Closed Dick_Davis 12 views 1 comment 0 points Most recent by jfclague June 2025Feedback
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  How can I automatically recognize account transfers (in) as income?

  Closed FreshMints 34 views 1 comment 0 points Most recent by DryHeat June 2025Bills and Income
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  9

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  Janney (Janney Montgomery Scott LLC) Investments connectivity

  In Review ogl 205 views 10 comments 9 points Most recent by qunfudh June 2025Report Missing Financial Institution or Biller
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 68 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  AMEX High Yield Savings No Longer Syncing/Detected

  Closed rmarcus88 95 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Web Release 4.62.0

  Closed Coach Natalie 273 views 0 comments 1 point Most recent by Coach Natalie June 2025Updates From the Product Team
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  Acorns sync broken again?

  Closed benleclair 64 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Mobile Release 5.32.0

  Closed Coach Natalie 182 views 0 comments 2 points Most recent by Coach Natalie June 2025Updates From the Product Team
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 45 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  Investment down 500% over 60 days?

  Closed Bella Li 11 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Hire a Dedicated Simplifi Coach/Consultant

  Answered ✓ Closed MC3 67 views 1 comment 0 points Most recent by Coach Natalie June 2025Getting Started