Recent Discussions

Discussion List

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  Mobile Releases 4.18.0 & 4.18.1

  Closed Coach Natalie 353 views 0 comments 3 points Started by Coach Natalie February 19 Updates From the Product Team
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  Can't select a csv file for upload

  Closed grc 150 views 11 comments 1 point Most recent by UrsulaA February 19Troubleshooting
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  Status Update: Capital One Bill Connect

  Closed GoBuffs 77 views 1 comment 0 points Most recent by Coach Natalie February 19Bills and Income
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  Payee consistently changed to something incorrect

  Closed txbuckeye 231 views 12 comments 2 points Most recent by Coach Natalie February 19Managing Your Transactions
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  Categorizing reinvestment of dividend transaction

  Closed simplira 210 views 5 comments 0 points Most recent by Coach Natalie February 19Categories and Tags
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  Duplicate and Triplicate Investment Transactions

  Closed jtjones0304 73 views 3 comments 1 point Most recent by SRC54 February 19Adding and Updating Accounts
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  Monthly Charitable giving... planned spending or recurring bill?

  Answered ✓ Closed cmcgalla 56 views 1 comment 0 points Most recent by DannyB February 19Using the Spending Plan
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  Merged: Servbank

  Bap 11 views 0 comments 1 point Started by Bap February 19 Report Missing Financial Institution
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  Target RedCard Not Refreshing (Finicity)

  Closed cgarcia36 676 views 41 comments 0 points Most recent by Coach Natalie February 19Adding and Updating Accounts
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  Net Worth Report: Add sort feature to sort Debt by high to low

  Active jaiv 37 views 1 comment 1 point Most recent by Coach Natalie February 19Feature Requests
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  Awful Product for Managing Personal Finances

  Closed lennyhadley 67 views 1 comment 1 point Most recent by SRC54 February 19Feedback
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  Line of Credit Charges and Payments Reversed

  Closed jdholland013 206 views 9 comments 0 points Most recent by Coach Natalie February 19Adding and Updating Accounts
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  Morgan Stanley Stock Plan $0 balance (edited)

  Closed Odin700 485 views 9 comments 0 points Most recent by Coach Natalie February 19Adding and Updating Accounts
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  Merged: Reports Page - Customize Columns

  ljohnsontd 1 view 0 comments 1 point Started by ljohnsontd February 19 Feature Requests
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  Merged: "Paid" flag for reminder cards

  GregP810 11 views 0 comments 2 points Started by GregP810 February 19 Feature Requests
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 27 views 0 comments 1 point Started by Oleksander February 19 Feature Requests
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  Spending Report Transactions (some) Not Showing up

  Closed swiederin 35 views 3 comments 0 points Most recent by UrsulaA February 18Troubleshooting
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  FDP-103 error with Venmo

  Closed System 2.8K views 104 comments 4 points Most recent by Coach Kristina February 18Adding and Updating Accounts
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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 66 views 1 comment 3 points Most recent by neocody February 18Feature Requests
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  Attachments from Users sharing a space will not load for view

  pwhelan81 39 views 2 comments 0 points Most recent by pwhelan81 February 18Report a Bug
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  Error when adding State Bank of Southern Utah account

  Closed Lance Peterson 28 views 1 comment 0 points Most recent by Coach Kristina February 18Adding and Updating Accounts
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  Wasn’t able to add husbands Mohela account (edited)

  Closed jaiv 53 views 1 comment 1 point Most recent by Coach Kristina February 18Adding and Updating Accounts
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  Ford auto loan FDP-155 error (edited)

  Closed jaiv 52 views 1 comment 1 point Most recent by Coach Kristina February 18Adding and Updating Accounts
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  Paycheck Shows as Income and Also in Other Spending

  Closed md2dr2 73 views 1 comment 0 points Most recent by RickS February 18Using the Spending Plan
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  Support for Interactive Brokers and easier exclusion on reports

  Closed bonehead00 87 views 2 comments 1 point Most recent by UrsulaA February 18Feedback
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  Fidelity: 2 transactions become one?

  Closed michfromflorida 60 views 5 comments 0 points Most recent by UrsulaA February 18Adding and Updating Accounts
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  Simple only importing part of CSV file

  Closed HudsonGuy 47 views 3 comments 2 points Most recent by UrsulaA February 17Troubleshooting
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  No income in the summer

  Answered ✓ Closed birbyb 74 views 8 comments 1 point Most recent by birbyb February 17Using the Spending Plan
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  Brokerage account balance not updating in the Balances tab or Accounts List

  Closed System 132 views 6 comments 0 points Most recent by Coach Kristina February 17Adding and Updating Accounts
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  Unable to connect Macy's card FDP-106/105 error (edited)

  Closed Deihmos 296 views 9 comments 0 points Most recent by DannyB February 17Adding and Updating Accounts