Recent Discussions

Discussion List

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  Do we get Lifehub free with Simplifi? (edited)

  Closed abernaki 92 views 7 comments 0 points Most recent by RobWilk October 2025Feedback
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  Icon for pending transactions to review/clear? (edited)

  Closed lynchbro 71 views 4 comments 0 points Most recent by lynchbro October 2025Managing Your Transactions
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  Human Interest FDP-103 (edited)

  Closed mf1192 272 views 19 comments 1 point Most recent by RobWilk October 2025Adding and Updating Accounts
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  Emoji Category Support

  Closed DK777 22 views 1 comment 0 points Most recent by Coach Natalie October 2025Categories and Tags
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  Merged: Ford Motor Benefits (401k)

  Closed ds824 1 view 0 comments 1 point Most recent by ds824 October 2025Report Missing Financial Institution or Biller
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  Bill Connect: DTE Energy

  Active ds824 1 view 0 comments 1 point Most recent by ds824 October 2025Report Missing Financial Institution or Biller
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  Add "APCU | Center Parc" - Atlanta Postal Credit Union

  Closed RobWilk 13 views 2 comments 1 point Most recent by RobWilk October 2025Adding and Updating Accounts
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  Planned spending report and export

  Closed DCClark 21 views 1 comment 2 points Most recent by RobWilk October 2025Using the Spending Plan
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 31 views 1 comment 0 points Most recent by SRC54 October 2025Troubleshooting
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  Merged: Consolidated cashflow

  Closed DCClark 1 view 0 comments 1 point Most recent by RobWilk October 2025Feature Requests
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  Expected/allowed spending overages? (Seasonal income)

  Closed NachoAverageCabbage 92 views 7 comments 0 points Most recent by DryHeat October 2025Using the Spending Plan
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  Wealthsimple FDP-102 error (edited)

  Closed abrasumente 122 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Can I share my quicken with my accountant and financial advisor?

  Answered ✓ Closed TK_25 161 views 1 comment 0 points Most recent by Coach Jon October 2025Using Space Sharing
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  UBS Wealth Management - FDP-103 (edited)

  Closed kash80 61 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Is deleting transaction history permanent? (edited)

  Closed lynchbro 91 views 4 comments 0 points Most recent by Coach Jon October 2025Managing Your Transactions
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  Human Interest FDP-105 Constantly happening

  Closed Jester169 41 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  "Oops! Something went wrong error" when viewing transactions with new register (edited)

  Closed RobWilk 91 views 6 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Can I pay bills with Simplifi?

  Answered ✓ Closed dhdurgee 122 views 1 comment 0 points Most recent by SRC54 October 2025Bills and Income
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  Automatically delete $0 reminders that are "past due" [Edited]

  Active EL1234 22 views 1 comment 3 points Most recent by MishaM October 2025Feature Requests
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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 331 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Bill Connect for Credit Card: Statement Amount Is Not Counting Some Transactions

  Closed System 201 views 11 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Stripe Payment not matching Invoice due to processing fee (edited)

  Closed GuerillaTime68 231 views 14 comments 0 points Most recent by GuerillaTime68 October 2025General Troubleshooting
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  American Express Care Code: 324

  Closed halletts 131 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 241 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  Future payment series show up as client credits

  Closed sidewalkboots 41 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 111 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 91 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Simplify - Ally Bank no longer connecting (request-body-field-unsupported)

  Closed mint_to_ 51 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Credit Union of Colorado - FDP-106 error (edited)

  Closed Knogeo 81 views 5 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  NMBT transition to UMB Bank

  Closed dont 33 views 2 comments 0 points Most recent by dont October 2025Adding and Updating Accounts