Recent Discussions

Discussion List

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  Can you manually adjust investment performance

  Answered ✓ Closed Wedo778 80 views 3 comments 0 points Most recent by Wedo778 February 23Investments
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  Recurring Bill Series: Updating Series not Updating Individual Transactions

  Answered ✓ Closed bdjekel 97 views 3 comments 0 points Most recent by bdjekel February 23Troubleshooting
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  New transfers from one account to another show as positive amounts in both accounts

  Closed slashinpdx 15 views 1 comment 0 points Most recent by Coach Natalie February 23Report a Bug
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  Ascensus Issue (edited)

  Closed Phogramity 152 views 9 comments 0 points Most recent by Coach Natalie February 23Adding and Updating Accounts
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  Ulta MasterCard giving FDP-103 error (edited)

  Closed Driven67 34 views 1 comment 0 points Most recent by Coach Natalie February 23Adding and Updating Accounts
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  PA 529 FDP-102 error

  Closed System 24 views 2 comments 0 points Most recent by Coach Natalie February 23Adding and Updating Accounts
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  Is it safe to delete unused Financial Institutions in the Accounts List?

  Answered ✓ Closed SRC54 35 views 2 comments 0 points Most recent by UrsulaA February 23Troubleshooting
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  Decimal places in net income by month report

  RobWilk 54 views 5 comments 0 points Most recent by Coach Natalie February 23Report a Bug
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  Default 'closed' investment accounts as unselected in the Investment pages (edited)

  Active Wedo778 32 views 0 comments 4 points Started by Wedo778 February 23 Feature Requests
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  Ability to jump to a specific month in the Spending Plan using a date picker (edited)

  Active UrsulaA 33 views 0 comments 6 points Started by UrsulaA February 23 Feature Requests
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  Add a Change Log for manually adding, deleting, or editing transactions (edited)

  Active Robinthemike 34 views 0 comments 2 points Started by Robinthemike February 23 Feature Requests
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  Merged: CollegeInvest connection no longer working (edited)

  Brian Montague 11 views 0 comments 0 points Started by Brian Montague February 23 Adding and Updating Accounts
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  Merged: When adding amount to split, increases "left to split" amount

  slashinpdx 1 view 0 comments 0 points Started by slashinpdx February 23 Report a Bug
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  Equiniti and American Stock Transfer (AST)

  Active MHO 147 views 4 comments 1 point Most recent by jmgbomb February 23Report Missing Financial Institution
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  Merged: Reports: Snakey Diagram

  JR35683 11 views 0 comments 1 point Started by JR35683 February 23 Feature Requests
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  Poll: Which display will you prefer on the spending plan?

  Closed UrsulaA 43 views 3 comments 0 points Most recent by UrsulaA February 23Feedback
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  Are past spending plans available since the start of Simplifi's subscription?

  Answered ✓ Closed UrsulaA 89 views 5 comments 0 points Most recent by UrsulaA February 23FAQ Section
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  Can savings goal contributions come from brokerage accounts?

  Answered ✓ Closed Maurice 41 views 1 comment 0 points Most recent by UrsulaA February 23Using Savings Goals
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  Ability to collapse or minimize watchlist cards

  Active bbertchie 33 views 2 comments 3 points Most recent by MBT February 23Feature Requests
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  CenlarFSB ERROR: We are unable to connect to Cenlar FSB at this time. Care Code: FDP-101

  Closed Bill N 279 views 12 comments 0 points Most recent by SidKa February 22Adding and Updating Accounts
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  Merged: Add ability to add Assets for Vehicles

  MoneySkeets 1 view 0 comments 1 point Started by MoneySkeets February 22 Feature Requests
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  New Feature Alert: Credit Score

  Closed Coach Natalie 742 views 0 comments 3 points Started by Coach Natalie February 22 Updates From the Product Team
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  Simplifi connects to wrong Macy's credit cards

  Closed RKM 115 views 6 comments 1 point Most recent by RKM February 22Troubleshooting
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  New York Community Bank Care Code: FDP-105 (edited)

  Closed cowboydude99 57 views 6 comments 0 points Most recent by cowboydude99 February 22Adding and Updating Accounts
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  Planned Spending funds release

  Answered ✓ Closed UrsulaA 62 views 4 comments 0 points Most recent by UrsulaA February 22Using the Spending Plan
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  Merged: New Split Screen....Just To Many Clicks

  FinTechMan 11 views 0 comments 0 points Started by FinTechMan February 22 Feedback
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  Merged: Nelnet connectivity issues

  jboyd0104 1 view 0 comments 0 points Started by jboyd0104 February 22 Adding and Updating Accounts
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  Combine an existing Brokerage Account with an Imported account with the same name

  Answered ✓ Closed neon45 330 views 11 comments 0 points Most recent by UrsulaA February 21Managing Your Transactions
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  A couple of thoughts for consideration: A just for fun post

  Closed DannyB 59 views 2 comments 3 points Most recent by SRC54 February 21Feedback
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  Merged: BUG: Toast Notification Text Incorrect for Over/Under Bill Amount

  budgetj75 1 view 0 comments 0 points Started by budgetj75 February 21 Bills and Income