Web

Unable to save changes when editing a series in Simplifi

Closed Duke0486 73 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting

Sluggish response after manual CSV import

Closed Dann 32 views 2 comments 0 points Most recent by Dann July 2025Troubleshooting

Web Release 4.67.0

Closed Coach Natalie 211 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team

Annoying reminder to install app for Simplifi

Closed msit 12 views 2 comments 1 point Most recent by RobWilk July 2025Troubleshooting

Cannot Access Settings Using Safari on iOS & IPadOS

Closed tannebil 72 views 4 comments 0 points Most recent by tannebil July 2025Troubleshooting

Send Feedback inoperable

Closed BHazeltine 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting

Merged: “Month to date” reports no longer show totals for individual days (web)

Closed markv 21 views 0 comments 0 points Most recent by markv July 2025Report a Bug

Web Releases 4.66.0

Closed Coach Natalie 261 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team

Web Releases 4.65.0

Closed Coach Natalie 301 views 0 comments 0 points Most recent by Coach Natalie June 2025Updates From the Product Team

"An error occurred." message/accounts not updating (edited)

Closed kscooley 424 views 15 comments 0 points Most recent by KP_9 June 2025Troubleshooting

Web Releases 4.64.0 & 4.64.1

Closed Coach Natalie 271 views 0 comments 1 point Most recent by Coach Natalie June 2025Updates From the Product Team

Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

Closed JeffCB 11 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions

Can't scroll to bottom of account list on ipad (web)

Closed Cmac 812 views 36 comments 0 points Most recent by Coach Natalie June 2025Report a Bug

Web Release 4.63.0

Closed Coach Natalie 312 views 0 comments 0 points Most recent by Coach Natalie June 2025Updates From the Product Team

Two Different Screens - Edge and Chrome

Closed Dick_Davis 101 views 10 comments 0 points Most recent by Dick_Davis June 2025Troubleshooting

Where to find the Simplifi Web Release Identifier

Answered ✓ Closed Dick_Davis 11 views 1 comment 0 points Most recent by jfclague June 2025Feedback

Web Release 4.62.0

Closed Coach Natalie 271 views 0 comments 1 point Most recent by Coach Natalie June 2025Updates From the Product Team

14

Ability to customize the size/width of the Accounts List on the Web App (edited)

Active jlehmer 211 views 6 comments 14 points Most recent by Dick_Davis June 2025Feature Requests

Clicking "Don't show again" on the 'Install Quicken Simplifi' prompt doesn't work (edited)

Closed agrayr 42 views 1 comment 1 point Most recent by Coach Jon June 2025Troubleshooting

Web Release 4.61.0

Closed Coach Natalie 261 views 0 comments 0 points Most recent by Coach Natalie June 2025Updates From the Product Team

Web App: Scrolling is unpleasant and unpredictable

Closed arceum 41 views 1 comment 0 points Most recent by Coach Jon May 2025Feedback

Profit withdrawal payments

Closed Cristainmihai 31 views 1 comment 0 points Most recent by Coach Jon May 2025Investments

Web Release 4.60.0

Closed Coach Natalie 161 views 0 comments 0 points Most recent by Coach Natalie May 2025Updates From the Product Team

Can't figure out how to log in (edited)

Closed Nchantd1 51 views 1 comment 0 points Most recent by RobWilk May 2025Getting Started

New Feature Alert: Retirement Planner!

Closed Coach Natalie 213 views 0 comments 1 point Most recent by Coach Natalie May 2025Updates From the Product Team

Web and App version not syncing properly

Closed lisadenver 101 views 1 comment 0 points Most recent by Coach Natalie May 2025Troubleshooting

Spending / Income for past six months displays incorrectly until refresh

Closed swiggity 141 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug

Web Release 4.59.0

Closed Coach Natalie 121 views 0 comments 0 points Most recent by Coach Natalie May 2025Updates From the Product Team

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