Recent Discussions

NEW 1/6/26: Transamerica - Retirement - $0 Balance

Announcement Coach Natalie 14 views 0 comments 0 points Started by Coach Natalie January 6 Current Online Banking Issues

NEW 1/6/26: American Express - Missing Savings Accounts

Announcement Coach Natalie 18 views 0 comments 0 points Started by Coach Natalie January 6 Current Online Banking Issues

NEW 1/6/26: Prudential returns an FDP-103 error

Announcement Coach Natalie 5 views 0 comments 0 points Started by Coach Natalie January 6 Current Online Banking Issues

Define Your 2026 Finances in Just One Word

Announcement Coach Jon 72 views 6 comments 0 points Most recent by SRC54 January 5The Water Cooler

The Community Meetup - December 2025 Edition

Announcement Coach Natalie 384 views 3 comments 1 point Most recent by Flopbot December 2025

How to post to the Community

Announcement Closed Coach Kathryn 1K 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 309 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community

Unable to add Synchrony Store Cards to Simplifi

cyberstackn 232 views 26 comments 1 point Most recent by Coach Natalie 3:11PMAdding and Updating Accounts

Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

Frazzle Dazzle 51 views 11 comments 0 points Most recent by Frazzle Dazzle 2:53PMAdding and Updating Accounts

UAS Connect Account connecting but showing $0 balance

mscemcee 39 views 8 comments 0 points Most recent by mscemcee 12:23PMAdding and Updating Accounts

In expense report, why are subcategories not grouped with their main category?

Answered Midwest867 18 views 3 comments 0 points Most recent by SRC54 11:39AMUsing Reports

Robinhood Banking - Checking account shows zero or pending transactions as balance

Simplera 69 views 12 comments 0 points Most recent by Simplera 11:37AMAdding and Updating Accounts

Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

subiemat 33 views 8 comments 0 points Most recent by subiemat 8:16AMAdding and Updating Accounts

3

Ability to optimize number display - Round off decimals, Abbreviate large numbers (edited)

Active DR1234 30 views 5 comments 3 points Most recent by DR1234 6:14AMFeature Requests

Import transactions from CSV no longer triggering Rules

Bernardo 89 views 9 comments 0 points Most recent by Heros K2 4:57AMTroubleshooting

33

Add Labels to Flags

Active Flopbot 273 views 20 comments 33 points Most recent by Dick_Davis 2:51AMFeature Requests

Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

Nancy Roberts 23 views 4 comments 0 points Most recent by Nancy Roberts 2:15AMTroubleshooting

Missing Alight Solutions - Siemen - Couldn't connect to your institution error (edited)

drosen1999 81 views 18 comments 0 points Most recent by drosen1999 January 8Adding and Updating Accounts

Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

Answered ✓ N4KHQ 40 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts

[RESOLVED] 01/07/26: Quicken Simplifi Balances not showing correctly

Closed Coach Jon 44 views 1 comment 0 points Most recent by Coach Natalie January 8Known Product Issues

Why does my rocketmortgage account keep re-appearing after i delete it ?

neckpillow 20 views 6 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts

Thrivent Financial error code FDP-101

mglam2304 29 views 6 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts

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

JCMoritz 183 views 25 comments 0 points Most recent by JCMoritz January 8Adding and Updating Accounts

Merged: Public API (Bump)

Closed hughcumber 5 views 0 comments 1 point Started by hughcumber January 8 Feature Requests

168

Public API (edited)

Active jlkweb12 4.4K views 70 comments 168 points Most recent by hughcumber January 8Feature Requests

US Bank Credit Cards with Zero Balance

nrp06 7 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts

Sallie Mae FDP-155 (edited)

B Frazier 20 views 3 comments 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts

Alerus is still not fixed. (FDP-103)

subiemat 86 views 11 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts

Apple Cash account balance incorrect on Iphone after latest update

Pmrussell892 623 views 65 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts

Some Amex accounts are not being discovered

System 371 views 34 comments 1 point Most recent by Coach Jon January 8Adding and Updating Accounts

15

Osaic and Equipt

Active jimsug 216 views 25 comments 15 points Most recent by Matty_A January 8Report Missing Financial Institution

Deleting a Parent Category in Categories & tags displays a spelling error (edited)

Lady_MCSE 36 views 3 comments 2 points Most recent by Coach Jon January 8Report a Bug

Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

mm18 19 views 3 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts

2

Ability to add Tags to Investment Holdings (edited)

TRS_One 15 views 1 comment 2 points Most recent by Coach Natalie January 8Feature Requests

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

System 44 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting

Loan Balance Now Shows Negative - Thanks For Fixing

MikeZ 13 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts

Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

nrp06 82 views 14 comments 0 points Most recent by Coach Natalie January 8Troubleshooting

Recent Discussions

Discussion List

Categories

Popular Tags