Recent Discussions

Discussion List

• 
  Web Release 4.1.0

  Closed Coach Natalie 428 views 0 comments 1 point Started by Coach Natalie February 27 Updates From the Product Team
• 
  Please add 2FA or MFA to the App

  Closed johneee 35 views 1 comment 1 point Most recent by Coach Kristina February 27Feedback
• 
  Now AssetMark Inc still not connecting (ERROR FDP-105)

  Closed K317H 54 views 1 comment 0 points Most recent by Coach Kristina February 27Adding and Updating Accounts
• 
  How do you handle ATM Splits?

  Answered ✓ Closed cowboydude99 28 views 5 comments 0 points Most recent by UrsulaA February 27Managing Your Transactions
• 
  10

  Up Down
  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 95 views 3 comments 10 points Most recent by UrsulaA February 27Feature Requests
• 
  how to create custom goals with account different than savings

  Answered ✓ Closed oscarh 25 views 1 comment 0 points Most recent by UrsulaA February 27Using Savings Goals
• 
  Allstate requires additional information

  Closed boxtor 159 views 18 comments 0 points Most recent by Coach Natalie February 27Bills and Income
• 
  Cannot connect to University Federal Credit Union (edited)

  Closed hopeturner 55 views 2 comments 0 points Most recent by Coach Kristina February 27Adding and Updating Accounts
• 
  Total Gain/Loss?

  Closed JACK-UK 38 views 3 comments 0 points Most recent by JACK-UK February 27Investments
• 
  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 56 views 4 comments 1 point Most recent by Coach Natalie February 27Report a Bug
• 
  Add deleted reminders (edited)

  Closed Robinthemike 56 views 5 comments 1 point Most recent by Robinthemike February 27Feature Requests
• 
  Issue with Incorrect Historical Account Balance Data

  Closed amross 193 views 4 comments 0 points Most recent by Coach Natalie February 27Using Reports
• 
  troubleshooting reminders and recurring series

  Closed ClaireD 186 views 4 comments 2 points Most recent by Robinthemike February 27Troubleshooting
• 
  Do recurring transfers work only if the reminder has the correct amount?

  Answered ✓ Closed RockLee 138 views 12 comments 0 points Most recent by Coach Natalie February 27Using Transfers
• 
  3

  Up Down
  Ability to Subtotal by Account Type in the Investments Tab (edited)

  Active alkaboy 26 views 1 comment 3 points Most recent by Kim E February 27Feature Requests
• 
  Merged: Separate out more Investment Account Types from Other subtotals

  alkaboy 1 view 0 comments 1 point Started by alkaboy February 27 Feature Requests
• 
  Unable to connect to Lending Club (edited)

  Closed volzz 377 views 10 comments 2 points Most recent by Molanda February 27Adding and Updating Accounts
• 
  Merged: Ignore a split transaction

  Jillvee 11 views 0 comments 2 points Started by Jillvee February 27 Feature Requests
• 
  Can't see the bottom of the screen when splitting transactions (edited)

  Answered ✓ Closed mthomas24 45 views 2 comments 0 points Most recent by mthomas24 February 26Troubleshooting
• 
  Tell us how you use Simplifi!

  Closed Coach Tappan 2.5K views 64 comments 7 points Most recent by Coach Natalie February 26How do you Quicken Simplifi?
• 
  1

  Up
  Add support for Coastline FCU

  Active tscott.trinkle 14 views 0 comments 1 point Started by tscott.trinkle February 26 Report Missing Financial Institution
• 
  Loancare connects but brings no information

  Closed gurahamu 23 views 1 comment 0 points Most recent by Coach Natalie February 26Adding and Updating Accounts
• 
  FDP-103 error with College Ave Student Loan

  Closed Cait 69 views 1 comment 0 points Most recent by Coach Natalie February 26Adding and Updating Accounts
• 
  Any chance of a retirement/life planner integration into Simplifi!?

  Answered ✓ Closed Jalan 133 views 2 comments 0 points Most recent by Coach Natalie February 26Feedback
• 
  Merged: Raisin

  James153015 1 view 0 comments 1 point Started by James153015 February 26 Report Missing Financial Institution
• 
  Not getting any PNC updates for a couple of days (edited)

  Closed nairbkralc 226 views 7 comments 0 points Most recent by nairbkralc February 26Adding and Updating Accounts
• 
  Venmo - Getting Care Code QCS-0429-2

  Closed System 198 views 10 comments 0 points Most recent by Coach Kristina February 25Adding and Updating Accounts
• 
  Paycheck not syncing

  Closed JACK-UK 15 views 1 comment 0 points Most recent by Coach Kristina February 25Managing Your Transactions
• 
  QCS-0429-2 error with Arvest Mortgage (edited)

  Closed JACK-UK 52 views 1 comment 0 points Most recent by Coach Kristina February 25Adding and Updating Accounts
• 
  Transaction missing from Spending Plan

  Closed thaJack 46 views 4 comments 1 point Most recent by Coach Kristina February 25Using the Spending Plan