Recent Discussions

Discussion List

• 
  Add First Community Credit Union of Oregon

  Closed Britt516 1 view 1 comment 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 31 views 2 comments 0 points Most recent by garej704 July 2025Investments
• 
  Can't link Axos Bank (FDP-103)

  Closed Carol @1023 13 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Track rewards/bonus/limit details of credit cards

  Closed Duncan 22 views 1 comment 2 points Most recent by Coach Natalie July 2025Feedback
• 
  Unable to save changes when editing a series in Simplifi

  Closed Duke0486 32 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting
• 
  Unable to access "sign in" from mobile app (edited)

  Closed blkrugger 143 views 11 comments 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  looking for someone to show me how to run my simplifi account

  Closed System 34 views 2 comments 0 points Most recent by Coach Jon July 2025Getting Started
• 
  Merged: Be able to mark just one of the split transactions as a recurring bill (edited)

  Closed nakada 1 view 0 comments 1 point Most recent by nakada July 2025Feature Requests
• 
  What is the status 2/19/25: Date Picker Starting on Monday Instead of Sunday in Quicken Simplifi Web

  Answered ✓ Closed scott1982 43 views 5 comments 0 points Most recent by Coach Natalie July 2025Report a Bug
• 
  Personal Loan is a bill and a liability, right?

  Closed Roadog51 112 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
• 
  When is the Public.com Connection issue going to be solved? (edited)

  Closed mgustavson 48 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Set up set dates for semi-monthly income

  Answered ✓ Closed DannyBoy_425 13 views 1 comment 0 points Most recent by DannyBoy_425 July 2025Bills and Income
• 
  42

  Up Down
  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 799 views 24 comments 42 points Most recent by eitanl27 July 2025Feature Requests
• 
  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 35 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Potential new user questions

  Closed Helen Bacque 52 views 8 comments 0 points Most recent by SRC54 July 2025Feedback
• 
  4

  Up Down
  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 21 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
• 
  Midfirst connection broken for a month

  Closed Tia 111 views 6 comments 0 points Most recent by Tia July 2025Adding and Updating Accounts
• 
  Merged: Assistance in identifying suspected duplicate transactions

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko July 2025Feature Requests
• 
  11

  Up Down
  System to easily locate duplicate transactions (edited)

  Active raffi 124 views 2 comments 11 points Most recent by ssoko July 2025Feature Requests
• 
  3

  Up Down
  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 1 view 0 comments 3 points Most recent by Brian Montague July 2025Feature Requests
• 
  Merged: Rules should allow specifying the Tag in addition to the category

  Closed mkburns 1 view 0 comments 1 point Most recent by mkburns July 2025Feature Requests
• 
  Merged: Ability to Split Categories in Recurring (edited)

  Closed Sher 1 view 0 comments 1 point Most recent by Sher July 2025Feature Requests
• 
  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 54 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Reports tied to Spending Plan

  Closed SethW 21 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
• 
  Is there a way to stop advertising within the app?

  Closed cloudquick 62 views 4 comments 1 point Most recent by cloudquick July 2025Feedback
• 
  PG&E disconnected and can't reconnect

  Closed fcb 42 views 3 comments 0 points Most recent by Coach Jon July 2025Bills and Income
• 
  Merged: Category hovering

  Closed amackles 1 view 0 comments 1 point Most recent by amackles July 2025Feature Requests
• 
  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 32 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Target Red Card MFA

  Closed BFowler52 32 views 4 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
• 
  Bulk Edit Options for Mobile App (edited)

  Closed d2025 13 views 1 comment 0 points Most recent by Coach Jon July 2025Feedback