Recent Discussions

Discussion List

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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 326 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 217 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 342 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 121 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 1.7K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Investments Performance tab not displaying correctly.

  Closed jgo 171 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 7K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
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  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 889 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 70 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Freedom Mortgage Technical Error 11000

  Closed KTercha 223 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 348 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
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  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
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  Kades Margolis

  Active Jason Csanyi 4 views 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 116 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 231 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Link Reminders to manual transaction entries

  Closed mlemon 32 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 380 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 22 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Questrade Brokerage - Canada

  Active bytingbitnoodles 519 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
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  New Synchrony Login 11/3/2025

  Closed Antoun 202 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  7

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  QBP: Add a 'Date' field to items on Invoices (edited)

  Active JMWDBA 34 views 2 comments 7 points Most recent by PGLConsultant November 2025Feature Requests
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 19 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 45 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  New User

  Closed DaveVT 158 views 8 comments 0 points Most recent by DannyB November 2025Getting Started