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Web Release 6.28.0

Announcement Closed Coach Natalie 135 views 0 comments 0 points Started by Coach Natalie July 16 Updates From the Product Team

[UPDATED] 7/15/26: Error when connecting to or reauthorizing all Intuit connections

Announcement Coach Natalie 223 views 1 comment 0 points Most recent by Coach Natalie July 15Current Online Banking Issues

Mobile Release 6.28.0

Announcement Closed Coach Natalie 146 views 0 comments 0 points Started by Coach Natalie July 15 Updates From the Product Team

NEW 7/14/26: Partners FCU returns code 401/"invalid_client"

Announcement Coach Jon 53 views 0 comments 0 points Started by Coach Jon July 14 Current Online Banking Issues

4th of July Weekend: Sparklers or Spending? 🎆

Announcement Coach Jon 53 views 3 comments 0 points Most recent by SRC54 July 3The Water Cooler

AI Suggested Answers Coming to Community

Announcement Closed Coach Natalie 47 views 0 comments 1 point Started by Coach Natalie June 24 Announcements

How to post to the Community

Announcement Closed Coach Kathryn 1.3K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 314 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

Duplicate Discover transactions showing in reports (edited)

Thomas56 79 views 6 comments 0 points Most recent by DryHeat July 16Managing Your Transactions

3

Add the Transaction Date to the Taxes Report (edited)

Active tmucsu 18 views 2 comments 3 points Most recent by rco July 16Feature Requests

Prudential Financial FDP-103 (edited)

ctanenbaum 97 views 15 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

Issue with Raymond James Financial Connection (FDP-185)

ctanenbaum 403 views 49 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts

Persistent "An error occurred. Please try again." message (edited)

Simpli_User_101 466 views 46 comments 1 point Most recent by Coach Jon July 16Troubleshooting

[ONGOING] 7/2/26: Robert W. Baird & Co. returning FDP-105 error

Coach Jon 173 views 1 comment 0 points Most recent by Coach Jon July 16Current Online Banking Issues

3

Move the AI Button to Top Menu

cyberstackn 27 views 3 comments 3 points Most recent by cyberstackn July 16Feature Requests

"Left this month" is 0.00 but showing red like I overspent.

Jhenry530 22 views 2 comments 0 points Most recent by DryHeat July 16Troubleshooting

4

Add Ollo Credit Card

Active EllieBean 56 views 2 comments 4 points Most recent by EllieBean July 15Report Missing Financial Institution or Biller

Number of Accounts

ejs 21 views 1 comment 0 points Most recent by Coach Jon July 15Troubleshooting

Vanguard - can’t re-Auth / FDP-350

ps56k 25 views 2 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

mfinnegan 25 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

TIAA FDP-105

bhewey 16 views 1 comment 0 points Most recent by Coach Natalie July 15Adding and Updating Accounts

7

Net Worth Report Shortcut from Accounts List (edited)

Active jsy42 88 views 5 comments 7 points Most recent by SRC54 July 15Feature Requests

7

Need Petal Credit Card

In Review cconrado90 368 views 13 comments 7 points Most recent by shevwill July 15Report Missing Financial Institution or Biller

Freedom Mortgage Mastercard 170 error when connecting; balance went to 0

BudgetJunkie 50 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

HSA Bank - HSA Invest account is missing (edited)

The Merg 262 views 28 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts

T. Rowe Price Retirement Accounts Missing Holdings

The Merg 261 views 26 comments 0 points Most recent by lwyman July 15Investments

Zillow not finding my address (edited)

Jhgoetz 89 views 10 comments 0 points Most recent by Coach Natalie July 15Troubleshooting

1

Net Worth Report: Add sort feature to sort Debt by high to low

Active jaiv 40 views 2 comments 1 point Most recent by Coach Natalie July 15Feature Requests

[RESOLVED] 2/11/26: Chase - HTTP 400 error

Closed Coach Natalie 99 views 2 comments 0 points Most recent by Coach Natalie July 15Current Online Banking Issues

[ONGOING] 7/1/26: Unable to create credit score profile

Coach Natalie 96 views 1 comment 0 points Most recent by Coach Natalie July 15Known Product Issues

3

Keep Past Due Items in Projected Cash Flow Until Resolved (edited)

Active AlfredoR 20 views 0 comments 3 points Started by AlfredoR July 15 Feature Requests

ETrade FDP-103/FDP-105 (edited)

neon45 257 views 22 comments 0 points Most recent by neon45 July 14Adding and Updating Accounts

401 invalid_client when trying to reconnect Partners Federal Credit Union

cruisencode 42 views 2 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts

Modal Popup Causes Low Framerate On Other Monitor (edited)

Baconbeagle 23 views 1 comment 0 points Most recent by Coach Natalie July 14Troubleshooting

United Wholesale Mortgage account was moved to Bilt - "No accounts supported" message with Bilt

kevsty1990 18 views 1 comment 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts

Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

AJ Bryan 80 views 8 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts

[ONGOING] 6/30/26: Raymond James returning FDP-185 / MFA Failure

Coach Jon 100 views 1 comment 0 points Most recent by Coach Jon July 14Current Online Banking Issues

DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

JBB 96 views 7 comments 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts

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