Recent Discussions

Discussion List

• 
  11

  Up Down
  Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

  Active iamsenthilprabu 107 views 3 comments 11 points Most recent by skgdogs February 26Feature Requests
• 
  Epson RapidReceipt RR-400W Scanner

  Closed skgdogs 44 views 5 comments 0 points Most recent by Coach Jon February 25Feedback
• 
  Web Release 4.47.0

  Closed Coach Natalie 471 views 0 comments 1 point Started by Coach Natalie February 25 Updates From the Product Team
• 
  Seems that my recurring bills that I link to transactions disappear (edited)

  Closed Mankow 12 views 1 comment 0 points Most recent by Coach Jon February 25Bills and Income
• 
  [ONGOING] 02/11/25: Unable to add address using Zillow

  Coach Jon 94 views 1 comment -1 point Most recent by Coach Jon February 25Known Product Issues
• 
  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 44 views 6 comments 1 point Most recent by Flopbot February 24Categories and Tags
• 
  Savings Goals Corruption

  Closed PolyNomad 37 views 5 comments 0 points Most recent by Coach Jon February 24Report a Bug
• 
  Macy's Credit Card Connection Issue: "Unable to connect Macy's Credit Card FDP-176"

  Closed Jlexky 22 views 2 comments 0 points Most recent by Jlexky February 24Adding and Updating Accounts
• 
  Merged: Estimated Quarterly Taxes

  Closed cyberstackn 11 views 0 comments 1 point Most recent by cyberstackn February 23Feature Requests
• 
  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 128 views 1 comment 0 points Most recent by Coach Kristina February 23Adding and Updating Accounts
• 
  Need to be able to link to servicing.mohela.com

  Closed chemsam08 21 views 1 comment 0 points Most recent by Coach Kristina February 23Adding and Updating Accounts
• 
  3

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 30 views 1 comment 3 points Most recent by lwyman February 23Feature Requests
• 
  Unable to connect to American Funds Retirement Planning Center

  Closed DjDennyb 52 views 3 comments 1 point Most recent by Hebium February 23Adding and Updating Accounts
• 
  Follow-Up: American Funds Retirement Center returning 103 & 155 errors

  Closed nbscott98 26 views 2 comments 2 points Most recent by Hebium February 23Adding and Updating Accounts
• 
  Unable to download transactions from TD Bank (edited)

  Closed Anthony S 133 views 8 comments 0 points Most recent by Anthony S February 22Adding and Updating Accounts
• 
  Unable to add HSA Bank to accounts in Simplifi

  Closed aopenshaw 32 views 2 comments 0 points Most recent by aopenshaw February 22Adding and Updating Accounts
• 
  Fidelity error api.database.accountkey.not found

  Closed BARD 21 views 3 comments 0 points Most recent by BARD February 22Adding and Updating Accounts
• 
  I don't understand your instructions on how to export data for a specific date range

  Answered ✓ Closed DavidB 11 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
• 
  2

  Up Down
  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 133 views 8 comments 2 points Most recent by Flopbot February 22Feature Requests
• 
  Wells Fargo Account Not Linking

  Closed rmpaquin 32 views 1 comment 0 points Most recent by Coach Kristina February 22Adding and Updating Accounts
• 
  Error: Washington Gas Not Connecting

  Closed JWV 12 views 1 comment 0 points Most recent by Coach Kristina February 22Bills and Income
• 
  FDP-155 with PenFed

  Closed System 215 views 15 comments 1 point Most recent by Coach Kristina February 22Adding and Updating Accounts
• 
  4

  Up Down
  Add Medical Tax Line Items (edited)

  Active explorer2024 12 views 2 comments 4 points Most recent by DryHeat February 22Feature Requests
• 
  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 323 views 6 comments 1 point Most recent by TomAter February 22Adding and Updating Accounts
• 
  Merged: Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 1 view 0 comments 0 points Started by TomAter February 22 Report a Bug
• 
  How to record change in investment custodian?

  Closed Dognose 13 views 1 comment 0 points Most recent by DannyB February 22Investments
• 
  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Closed Ankitkumar 55 views 3 comments 1 point Most recent by SRC54 February 21Using the Spending Plan
• 
  Total Spending Left for the Month

  Closed Jay8 45 views 3 comments 2 points Most recent by Coach Jon February 21Using the Spending Plan
• 
  Vanguard OL-295-A Errors on QClassic for Win

  Closed TheDisplacedHoosier 423 views 1 comment 0 points Most recent by Coach Jon February 21Adding and Updating Accounts
• 
  1

  Up
  Add UBS Mortgage

  Active JWV 113 views 7 comments 1 point Most recent by JWV February 21Report Missing Financial Institution