Community

Discussion List

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  Ability to Exclude Accounts From Watchlists (edited)

  Active TGP 39 views 5 comments 1 point Most recent by Coach Natalie June 11Feature Requests
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  36
  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (1 Merged Vote)

  In Progress TGP 185 views 22 comments 36 points Most recent by hondo May 28Feature Requests
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  Awesome Service

  Closed TonyT 18 views 1 comment 0 points Most recent by Coach Natalie May 14Introduce yourself!
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  Watchlist should allow for combinations of categories, tags, accounts, etc [edited] (2 Merged Votes)

  Active TGP 47 views 6 comments 2 points Most recent by Coach Natalie April 30Feature Requests
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  401k loan showing the wrong balance; overall investment balance is right and wrong

  Closed Jedp 17 views 15 comments 0 points Most recent by Jedp April 29Adding and Updating Accounts
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  Add a Report for Spending Plan Trends (edited)

  Active Ciarroni 28 views 2 comments 1 point Most recent by Coach Natalie April 7Feature Requests
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  APP to support MAC/Windows with offline feature.

  Closed Vijay K 15 views 2 comments 0 points Most recent by Vijay K March 30Feedback
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  USAA no Longer Connects

  Closed BeachRVA 28 views 2 comments 0 points Most recent by BeachRVA March 17Adding and Updating Accounts
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  Allow previous months leftover balance to use as income for next month

  Closed Rachannah 12 views 1 comment 0 points Most recent by Coach Natalie March 5Bills and Income
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  Creating a One Time Planned Spending Expense Category Bug

  Accepted Answer Closed dl30 60 views 4 comments 0 points Most recent by dl30 January 22Report a Bug
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  Monthly Views

  Closed cgsgrant 1 view 1 comment 1 point Most recent by Coach Natalie November 2020Feedback
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  Customized Report Periods [edited] (2 Merged Votes)

  Completed Closed Defire 23 views 8 comments 7 points Most recent by EL1234 October 2020Feature Requests
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  Creating and Voting for Ideas in the Community

  Announcement Closed Coach Natalie 285 views 0 comments 0 points Started by Coach Natalie September 2020 Using the Community
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  Moving over from YNAB!

  Closed IndyMx5 65 views 1 comment 0 points Most recent by Coach Natalie September 2020Share your Success!
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  Trustmark Mortgage

  Active bladeofgrass 9 views 0 comments 0 points Started by bladeofgrass August 2020 Report Missing Financial Institution
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  Cannot connect to Transamerica Retirement Systems

  Closed keesdewit 130 views 2 comments 0 points Most recent by Coach Nicole July 2020Troubleshooting
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  Bill Feature/Problem

  Closed tomlutz 28 views 7 comments 0 points Most recent by Coach Tappan July 2020How do you Simplifi?
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  How can I change my username?

  Closed jeffzacharias 14 views 4 comments 0 points Most recent by jeffzacharias June 2020Using the Community
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  Print Checks

  Closed tomlutz 24 views 4 comments 1 point Most recent by Coach Tappan June 2020Bills and Income
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  Automatic Decimal Place [edited]

  Active tomlutz 12 views 5 comments 0 points Most recent by tomlutz June 2020Feature Requests
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  Merged: Ability to adjust column width in web interface (4 Merged Votes)

  tomlutz 1 view 0 comments 4 points Started by tomlutz June 2020 Feature Requests
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  Merged: Ignored Accounts

  PappaD 11 views 0 comments 4 points Started by PappaD June 2020 Feature Requests
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  Subcategories

  Closed tomlutz 17 views 3 comments 0 points Most recent by Coach Tappan May 2020Bills and Income
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  3

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  Option to quick-add a transaction from the Dashboard [edited]

  Active tomlutz 11 views 3 comments 3 points Most recent by Coach Tappan May 2020Feature Requests
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  Attach "Transfers" to the Payee instead of the Category (edited)

  Active dillonbrown 10 views 0 comments 1 point Started by dillonbrown April 2020 Feature Requests
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  Merged: Set Rules for Category

  Ciarroni 1 view 0 comments 1 point Started by Ciarroni April 2020 Feature Requests
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  Tracking Savings/Investments/Retirements

  Completed Closed TGP 46 views 4 comments 2 points Most recent by bowgy4 December 2019Feature Requests
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  Something went wrong.

  Closed TGP 114 views 19 comments 0 points Most recent by Coach Nicole December 2019Archived Posts
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  Video Intro?

  Closed Laura 32 views 1 comment 0 points Most recent by Coach Tappan December 2019How do you Simplifi?
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  Bank Bill Pay transactions

  Declined Closed pawayne 36 views 1 comment 0 points Most recent by Coach Nicole December 2019Feature Requests