Discussion List

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  1
  Modify [the community] to have a dedicated section for connection issues

  Already Offered DryHeat 28 views 6 comments 1 point Most recent by DryHeat April 8Feature Requests
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  1
  Wells Fargo Retail Services

  Already Offered RobWilk 22 views 1 comment 1 point Most recent by RobWilk December 2024Report Missing Financial Institution
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  1
  Link to Community homepage from Simplifi Help Center

  Already Offered Closed dmulter 22 views 1 comment 1 point Most recent by UrsulaA October 2024Feature Requests
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  1
  Automatically fallback to other online banking connectors (edited)

  Already Offered Closed jade 31 views 4 comments 1 point Most recent by Coach Natalie August 2024Feature Requests
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  1
  Add ability to look at items in the past in the Bills & Payments section (edited)

  Already Offered Closed 1977Pressman 51 views 1 comment 1 point Most recent by UrsulaA February 2024Feature Requests
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  4
  Ability to import net worth data for investment accounts

  Already Offered Closed UrsulaA 272 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests
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  3
  When correcting a category, have the option to apply to past and future transactions for that payee

  Already Offered Closed System 72 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests
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  0
  Add a "Notes" field to transactions (edited)

  Already Offered Closed Olyduck 85 views 2 comments 0 points Most recent by Olyduck January 2024Feature Requests
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  2
  Barclays US Credit card

  Already Offered Closed Tparks 21 views 3 comments 2 points Most recent by UrsulaA January 2024Report Missing Financial Institution
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  1
  George D Warthen Bank

  Already Offered Closed Jondawg45 41 views 2 comments 1 point Most recent by Jondawg45 January 2024Report Missing Financial Institution
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  1
  Please Add Pennsylvania State Employees Credit Union (PSECU) [edited]

  Already Offered Closed cmcgalla 93 views 2 comments 1 point Most recent by cmcgalla December 2023Report Missing Financial Institution
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  1
  SURS State Universities Retirement System with Voya (edited)

  Already Offered Sample5175 122 views 1 comment 1 point Most recent by Sample5175 December 2023Report Missing Financial Institution
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  1
  Community: Ability to filter Idea posts by status (edited)

  Already Offered Closed Pchamb1998 81 views 5 comments 1 point Most recent by Pchamb1998 December 2023Feature Requests
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  1
  Please add SouthState Bank (edited)

  Already Offered Closed docclayb 132 views 4 comments 1 point Most recent by btsmith52 November 2023Report Missing Financial Institution
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  1
  View List of Connected Billers (edited)

  Already Offered Closed Zzarkc 71 views 1 comment 1 point Most recent by Coach Natalie November 2023Feature Requests
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  1
  Allow new connection attempt on failure

  Already Offered Closed ajbopp 32 views 3 comments 1 point Most recent by ajbopp November 2023Feature Requests
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  1
  Please add FirstBank PR

  Already Offered Closed Glen 72 views 1 comment 1 point Most recent by Coach Natalie November 2023Report Missing Financial Institution
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  1
  Net Worth Statement

  Already Offered Closed ssandefur 62 views 1 comment 1 point Most recent by Coach Natalie September 2023Feature Requests
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  1
  Charles Schwab 401k (edited)

  Already Offered Closed Sri 266 views 2 comments 1 point Most recent by Sri August 2023Report Missing Financial Institution
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  2
  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 52 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  2
  Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

  Already Offered Closed pawebb 51 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
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  1
  Ability to create transfers to/from internal Simplifi accounts (edited)

  Already Offered Closed avihawver 101 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
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  2
  Ability to search for and install the Chrome Extension App (edited)

  Already Offered Closed Dan-in-Virginia 252 views 6 comments 2 points Most recent by Dan-in-Virginia June 2023Feature Requests
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  1
  Investments Growth

  Already Offered Closed BadrVA 11 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests
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  1
  Bank Balance vs Balance with Pending per account

  Already Offered Closed roscoevm 112 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests
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  1
  Add support for Virginia 529

  Already Offered acs 42 views 2 comments 1 point Most recent by acs February 2023Report Missing Financial Institution
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  1
  Global search

  Already Offered MinB 51 views 3 comments 1 point Most recent by MinB December 2022Feature Requests
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  1
  Slavic 401k

  Already Offered Closed thisisbart 32 views 1 comment 1 point Most recent by Coach Natalie September 2022Report Missing Financial Institution
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  1
  BillConnect: Add Dominion Energy South Carolina as Connect a Biller Option

  Already Offered Closed abp 81 views 1 comment 1 point Most recent by Coach Natalie August 2022Report Missing Financial Institution
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  0
  Ability to search expense/income category at assignment

  Already Offered luke 21 views 1 comment 0 points Most recent by RobWilk August 2022Feature Requests