Mobile

Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

Closed schwoeg1? 42 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting

How to attach a PDF and export attachments on the mobile app? (edited)

Answered ✓ Closed schwoeg1? 76 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback

Closed Coach Natalie 172 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team

Transactions Found shows wrong count on mobile (edited)

Closed davidcwalls 31 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting

"Account needs attention" shown on mobile app for closed accounts (edited)

Closed Mike2023 164 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting

Total Account Balance is Wrong

Closed mjn1979 11 views 1 comment 0 points Most recent by Coach Jon January 30Troubleshooting

Mobile Releases 6.4.0 - 6.4.3

Closed Coach Natalie 172 views 0 comments 0 points Most recent by Coach Natalie January 30Updates From the Product Team

1

Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

Active disc2120 12 views 0 comments 1 point Most recent by disc2120 January 23Feature Requests

Three Reports on Simplifi Mobile 5.47.0 Not Working

Closed Forteleza 21 views 2 comments 0 points Most recent by Forteleza January 18Using Reports

Mobile Release 5.47.0

Closed Coach Natalie 171 views 0 comments 0 points Most recent by Coach Natalie January 15Updates From the Product Team

2

Mobile App/Tablet, iPad App: Add formatting/support for external monitors (edited)

Myles 41 views 1 comment 2 points Most recent by Coach Jon January 15Feature Requests

Dashboard customizations are not saving on iPad (edited)

Closed System 171 views 15 comments 0 points Most recent by donnajean January 15Troubleshooting

5

Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

Completed Closed pkp 81 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests

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

Customize Dashboard: Share your feedback here!

Closed Coach Natalie 573 views 31 comments 0 points Most recent by Coach Natalie January 6Feedback

iOS Widget Shows Incorrect “Left to Spend”

Closed peytont 21 views 1 comment 0 points Most recent by Coach Natalie January 2Troubleshooting

Issue with Refund Tracker on the mobile app (edited)

Closed Flopbot 192 views 23 comments 0 points Most recent by Coach Natalie January 2Report a Bug

Unable to Sign in on Android Device

Closed Mortimer Duke 1 view 1 comment 0 points Most recent by DannyB December 2025Troubleshooting

Investment Transaction Will Not Update Manually on Mobile (edited)

Closed Forteleza 171 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug

10

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

Active MinB 181 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests

Mobile Releases 5.46.0 - 5.46.2

Closed Coach Natalie 181 views 0 comments 2 points Most recent by Coach Natalie December 2025Updates From the Product Team

529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

Closed rosachin21k 153 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug

10

Add Projected Cash Flow Graph to Mobile

Active TCEnt 111 views 6 comments 10 points Most recent by penalty3fiber December 2025Feature Requests

New Feature Alert: Customize Dashboard!

Closed Coach Natalie 544 views 2 comments 4 points Most recent by Coach Natalie December 2025Updates From the Product Team

Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

Closed System 31 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting

Mobile Release 5.45.0

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

Check # field is missing on the mobile app

Closed System 142 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug

iOS System Information Bar appears Black in Dark Mode (edited)

housetr 92 views 12 comments 0 points Most recent by Coach Jon December 2025Report a Bug

Create rule within transaction category removed

Closed wavehowie 51 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback

Mobile

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