Mobile

Discussion List

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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  schwoeg1? 26 views 6 comments 0 points Most recent by Coach Natalie 4:53PMTroubleshooting
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ schwoeg1? 43 views 9 comments 0 points Most recent by schwoeg1? 4:00PMFeedback
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  NEW 2/13/26: Unable to edit reminders in iOS

  Announcement Coach Natalie 19 views 0 comments 0 points Started by Coach Natalie February 13 Known Product Issues
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  Mobile Release 6.6.0

  Announcement Closed Coach Natalie 128 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 26 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
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  OTP text typo on mobile (edited)

  rjg5060 70 views 9 comments 0 points Most recent by Coach Jon February 10Report a Bug
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Mike2023 114 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 103 views 8 comments 0 points Most recent by Coach Jon February 3General Troubleshooting
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  Total Account Balance is Wrong

  mjn1979 11 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 170 views 0 comments 0 points Started by Coach Natalie January 30 Updates From the Product Team
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  41

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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 307 views 16 comments 41 points Most recent by Coach Natalie January 30Feature Requests
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  0

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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

  Forteleza 21 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  Mobile Release 5.47.0

  Closed Coach Natalie 172 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 33 views 1 comment 1 point Most recent by Coach Jon January 15Feature Requests
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  Dashboard customizations are not saving on iPad (edited)

  Closed System 117 views 15 comments 0 points Most recent by donnajean January 15Troubleshooting
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  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed Closed pkp 84 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  4
  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 452 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 12 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 173 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 3 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 152 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  10

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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 165 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests
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  Mobile Releases 5.46.0 - 5.46.2

  Closed Coach Natalie 173 views 0 comments 2 points Started by Coach Natalie December 2025 Updates From the Product Team
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 136 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  10

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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 112 views 6 comments 10 points Most recent by penalty3fiber December 2025Feature Requests
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 531 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 27 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Mobile Release 5.45.0

  Closed Coach Natalie 151 views 0 comments 0 points Started by Coach Natalie December 2025 Updates From the Product Team