Mobile

Discussion List

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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 177 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 ✓ Closed jbaker5400 24 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 14 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Spending Report on iPadOS 18.7.3 Not Changing Transactions List When Selecting another Category

  Closed Forteleza 32 views 3 comments 0 points Most recent by Coach Jon February 27Troubleshooting
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  Mobile Releases 6.8.0 & 6.8.1

  Closed Coach Natalie 190 views 0 comments 0 points Most recent by Coach Natalie February 27Updates From the Product Team
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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  Closed schwoeg1? 171 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ Closed schwoeg1? 144 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 175 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team
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  Transactions Found shows wrong count on mobile (edited)

  Closed davidcwalls 44 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 308 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 Most recent by Coach Natalie January 30Updates 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 14 views 0 comments 1 point Most recent by disc2120 January 23Feature Requests
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  Three Reports on Simplifi Mobile 5.47.0 Not Working

  Closed Forteleza 28 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  Mobile Release 5.47.0

  Closed Coach Natalie 186 views 0 comments 0 points Most recent by Coach Natalie January 15Updates From the Product Team
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  Mobile App/Tablet, iPad App: Add formatting/support for external monitors (edited)

  Myles 44 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 242 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 108 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 35 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 666 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 27 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 385 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 2 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 215 views 10 comments 0 points Most recent by Forteleza December 2025Report a Bug
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  Mobile Releases 5.46.0 - 5.46.2

  Closed Coach Natalie 187 views 0 comments 2 points Most recent by Coach Natalie December 2025Updates 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 175 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 140 views 6 comments 11 points Most recent by penalty3fiber December 2025Feature Requests
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  New Feature Alert: Customize Dashboard!

  Closed Coach Natalie 568 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 33 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting