Recent Discussions

NEW 12/12/25: Nationwide Retirement Solutions returns FDP-102 error

Announcement Coach Jon 7 views 0 comments 0 points Started by Coach Jon December 12 Current Online Banking Issues

What is your favorite holiday movie?

Announcement Coach Kristina 64 views 8 comments 0 points Most recent by DannyB December 12The Water Cooler

NEW 12/10/25: Ent Credit Union returns FDP-103 error

Announcement Coach Jon 9 views 0 comments 0 points Started by Coach Jon December 10 Current Online Banking Issues

NEW 12/08/25: Empower Migration

Announcement Coach Jon 30 views 0 comments 0 points Started by Coach Jon December 10 Current Online Banking Issues

Web Releases 4.86.0 & 4.86.1

Announcement Closed Coach Natalie 204 views 0 comments 1 point Started by Coach Natalie December 8 Updates From the Product Team

Mobile Release 5.45.0

Announcement Closed Coach Natalie 129 views 0 comments 0 points Started by Coach Natalie December 8 Updates From the Product Team

How to post to the Community

Announcement Closed Coach Kathryn 989 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 303 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community

2

Adding a Note to Split transactions

Active TJSam 6 views 0 comments 2 points Started by TJSam 3:21PM Feature Requests

Watchlist Year to Date Total Doesnt Match Spending Report YTD

jdtrujillo 14 views 3 comments 0 points Most recent by SRC54 2:41PMReport a Bug

Print & PDF export of the Income & Expense Report Removes Sub Category Name indentation & formatting

adtaylor 6 views 1 comment 0 points Most recent by SRC54 11:28AMFeedback

Link Savings Goal to Account Balance

mdesch 3 views 0 comments 0 points Started by mdesch 2:19AM Using Savings Goals

For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

Answered DryHeat 41 views 8 comments 0 points Most recent by DryHeat 2:16AMUsing the Spending Plan

The Money In/Out exclusions in Recurring Transfer Series apply backwards half the time

DryHeat 7 views 0 comments 0 points Started by DryHeat 1:58AM Report a Bug

Robinhood - Savings accounts don't show up (edited)

simplira 49 views 9 comments 0 points Most recent by simplira 12:11AMAdding and Updating Accounts

Firstbank of Colorado FDP-101/FDP-109/FDP-102 error (edited)

JCMoritz 81 views 19 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts

TIAA Connectivity Appears Down - FDP-105 (edited)

rkjones 57 views 9 comments 1 point Most recent by Quick40S December 12Adding and Updating Accounts

No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

MikeZ 54 views 12 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts

Please Add: Navy Federal Credit Union Digital Investor

HTR 16 views 3 comments 1 point Most recent by Coach Jon December 12Adding and Updating Accounts

Current Info re Account Authentication Protocols

Answered turtle 51 views 10 comments 0 points Most recent by Coach Natalie December 12Adding and Updating Accounts

MasterPlan Retirement Planning - request-body-field error (edited)

Likeak 62 views 10 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts

Advanced Security Needed in addition to simple password

Billybchampion 11 views 1 comment 0 points Most recent by Coach Jon December 12Feedback

Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

Dick_Davis 323 views 36 comments 2 points Most recent by Coach Jon December 12Adding and Updating Accounts

3

Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)

In Progress khad 6K views 118 comments 3 points Most recent by Coach Natalie December 12Feature Requests

Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

System 32 views 8 comments 0 points Most recent by Coach Natalie December 12Troubleshooting

Merged: Ability to review new/unreviewed transactions in all accounts in one place

Closed DannyB 4 views 0 comments 1 point Started by DannyB December 12 Feature Requests

39

Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

Active perrynmyers 637 views 18 comments 39 points Most recent by DannyB December 12Feature Requests

21

Bright Start Savings - for investors NOT advisors

In Review bowgy4 2.1K views 87 comments 21 points Most recent by Quick40S December 12Report Missing Financial Institution

Reviewed Flag is being reset

Ruonline 48 views 13 comments 0 points Most recent by EL1234 December 12Troubleshooting

Issues with Pending Transactions and Regions Bank

Fradojr 57 views 8 comments 0 points Most recent by SRC54 December 12Troubleshooting

Register Shows Credit in Client Invoices, But Balance is Zero

rkjones 9 views 1 comment 0 points Most recent by rkjones December 12Invoices & Estimates

Elevations Credit Union sync outage - to.100 error (edited)

RFL281 82 views 5 comments 2 points Most recent by Coach Jon December 11Troubleshooting

Robinhood Spending checking acct balance shows as zero

jhsjh342613 131 views 20 comments 0 points Most recent by Coach Jon December 11Adding and Updating Accounts

23

Missing MySynchrony/ID.Synchrony login for credit cards (edited)

Active jtjones0304 4K views 40 comments 23 points Most recent by cheriebk December 11Report Missing Financial Institution

1

Show Each Bank's Connection Type in Simplifi Settings (edited)

Active turtle 10 views 0 comments 1 point Started by turtle December 11 Feature Requests

BNY Wealth FDP-105 Error

ben510 8 views 1 comment 0 points Most recent by Coach Jon December 11Adding and Updating Accounts

American Century Accounts Already Added

vollmas 26 views 5 comments 0 points Most recent by Coach Jon December 11Adding and Updating Accounts

Investment Transaction Will Not Update Manually on Mobile (edited)

Forteleza 53 views 8 comments 0 points Most recent by Coach Natalie December 11Report a Bug

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