Mobile

Discussion List

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  OTP text typo on mobile (edited)

  rjg5060 93 views 11 comments 0 points Most recent by Coach Jon 4:28PMReport a Bug
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 403 views 25 comments 44 points Most recent by Levanima March 7Feature Requests
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 131 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered jbaker5400 12 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 10 views 0 comments 1 point Started by RobWilk March 3 Feature Requests
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  Spending Report on iPadOS 18.7.3 Not Changing Transactions List When Selecting another Category

  Forteleza 30 views 3 comments 0 points Most recent by Coach Jon February 27Troubleshooting
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  Mobile Releases 6.8.0 & 6.8.1

  Announcement Closed Coach Natalie 162 views 0 comments 0 points Started by Coach Natalie February 27 Updates From the Product Team
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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  Closed schwoeg1? 45 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting
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  Stop disallowing screenshots on Pixel devices or other Android devices

  Active schwoeg1? 14 views 1 comment 0 points Most recent by schwoeg1? February 17Feature Requests
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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 416 views 17 comments 34 points Most recent by schwoeg1? February 17Feature Requests
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ schwoeg1? 68 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
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  Mobile Releases 6.6.0 & 6.6.1

  Closed Coach Natalie 168 views 0 comments 0 points Started by Coach Natalie February 13 Updates From the Product Team
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  Transactions Found shows wrong count on mobile (edited)

  davidcwalls 33 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 125 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  Total Account Balance is Wrong

  Closed mjn1979 13 views 1 comment 0 points Most recent by Coach Jon January 30Troubleshooting
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  Mobile Releases 6.4.0 - 6.4.3

  Closed Coach Natalie 175 views 0 comments 0 points Started by Coach Natalie January 30 Updates From the Product Team
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  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Active disc2120 11 views 0 comments 0 points Started by disc2120 January 23 Feature Requests
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  Three Reports on Simplifi Mobile 5.47.0 Not Working

  Closed Forteleza 23 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  Mobile Release 5.47.0

  Closed Coach Natalie 174 views 0 comments 0 points Started by Coach Natalie January 15 Updates From the Product Team
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  Mobile App/Tablet, iPad App: Add formatting/support for external monitors (edited)

  Myles 40 views 1 comment 2 points Most recent by Coach Jon January 15Feature Requests
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  Dashboard customizations are not saving on iPad (edited)

  Closed System 149 views 15 comments 0 points Most recent by donnajean January 15Troubleshooting
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  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed Closed pkp 86 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Closed Dave5150 32 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
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  Customize Dashboard: Share your feedback here!

  Closed Coach Natalie 508 views 31 comments 0 points Most recent by Coach Natalie January 6Feedback
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  iOS Widget Shows Incorrect “Left to Spend”

  Closed peytont 15 views 1 comment 0 points Most recent by Coach Natalie January 2Troubleshooting
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  Issue with Refund Tracker on the mobile app (edited)

  Closed Flopbot 178 views 23 comments 0 points Most recent by Coach Natalie January 2Report a Bug
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  Unable to Sign in on Android Device

  Closed Mortimer Duke 4 views 1 comment 0 points Most recent by DannyB December 2025Troubleshooting
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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Closed Forteleza 164 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 170 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests