Recent Discussions

Discussion List

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  Web Release 6.40.0

  Announcement Closed Coach Natalie 102 views 0 comments 0 points Started by Coach Natalie 3:14PM Updates From the Product Team
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  Mobile Release 6.40.0

  Announcement Closed Coach Natalie 112 views 0 comments 0 points Started by Coach Natalie October 7 Updates From the Product Team
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  What Was Your First Ride?

  Announcement Coach Aldair 125 views 5 comments 0 points Most recent by SRC54 October 6The Water Cooler
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  New Feature Alert: Comparison Reports!

  Announcement Closed Coach Natalie 279 views 0 comments 0 points Started by Coach Natalie October 1 Updates From the Product Team
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.4K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 321 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  What is the 'New' feature flag on the Credit section? (edited)

  Answered K413 69 views 4 comments 0 points Most recent by Coach Natalie 9:59PMFeedback
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  Transaction List 'Amount' column won't save location preference; always pins back to the right

  System 69 views 4 comments 0 points Most recent by vxn 8:13PMReport a Bug
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  Chase Checking Account: Incorrect Balance with Pending

  RustyG 56 views 2 comments 0 points Most recent by DryHeat 7:21PMAdding and Updating Accounts
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  Status of CIT Bank connection issue FDP-102 error (edited)

  TS5150 225 views 8 comments 0 points Most recent by Adominy 6:55PMAdding and Updating Accounts
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 521 views 25 comments 1 point Most recent by Keith&Lisa Campbell 6:40PMAdding and Updating Accounts
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  Support for recurring bills in Simplifi to investment accounts

  gmbrady 16 views 1 comment 1 point Most recent by Coach Natalie 6:07PMBills and Income
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  My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly (edited)

  juddmd31 160 views 10 comments 0 points Most recent by Coach Aldair 5:21PMAdding and Updating Accounts
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  Manual brokerage account balances not updating in the Accounts List unless a change is made (edited)

  6yRgneud 198 views 9 comments 0 points Most recent by Coach Aldair 4:20PMTroubleshooting
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  UPDATED 10/8/26: TreasuryDirect returns an FDP-101 error

  Announcement Coach Natalie 76 views 1 comment 0 points Most recent by Coach Aldair 3:40PMCurrent Online Banking Issues
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  UPDATED 10/8/26: Paid reminders showing as past due on the mobile app

  Announcement Coach Natalie 391 views 1 comment 0 points Most recent by Coach Aldair 3:36PMKnown Product Issues
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 1.6K views 64 comments 1 point Most recent by Coach Natalie 2:29PMAdding and Updating Accounts
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  BarclayCardUS accounts - "Something went wrong." error on Plaid (edited)

  bob303727 61 views 4 comments 1 point Most recent by JCG2042 11:34AMAdding and Updating Accounts
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  Cannot connect to Northwestern Mutual Insurance - 170 error (edited)

  surfnsocal 300 views 10 comments 2 points Most recent by mark95tt 4:01AMAdding and Updating Accounts
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  Can we get an update for the LPL Connection issue FDP-102 (edited)

  ItsGameOvrMan 92 views 2 comments 0 points Most recent by ItsGameOvrMan 12:48AMAdding and Updating Accounts
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  America First Credit Union connection not working

  MadRabbit22 158 views 7 comments 0 points Most recent by Coach Aldair October 7Adding and Updating Accounts
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  Investments no longer show daily gains and bond total price is incorrect (edited)

  HMagh 73 views 8 comments 0 points Most recent by Coach Natalie October 7Troubleshooting
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  Expense Receipts for Quicken Business & Personal: Share your feedback here!

  Announcement Coach Natalie 218 views 5 comments 1 point Most recent by Coach Harshad October 7Quicken Business & Personal Feedback
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  Option to require Payee match before assigning a transaction to a recurring series

  rMarkD 63 views 6 comments 0 points Most recent by rMarkD October 7Bills and Income
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  US Treasury Bonds are Not Displaying correctly on Portfolio Tab

  Danimal 72 views 5 comments 0 points Most recent by Coach Aldair October 7Troubleshooting
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  Add the Credit Card Statement Date to the Credit Dashboard (edited)

  Active surfnsocal 14 views 2 comments 2 points Most recent by EL1234 October 7Feature Requests
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  New Credit Dashboard says No Payments Due for the next month, when payments are due

  System 15 views 2 comments 0 points Most recent by Coach Aldair October 7Troubleshooting
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  Configurable Total and/or Average column in report tables (edited)

  BryceSchober 16 views 1 comment 0 points Most recent by Coach Natalie October 7Using Reports
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  Add City and County of Honolulu - Voya (edited)

  Active Warrior96 80 views 5 comments 1 point Most recent by Coach Natalie October 7Report Missing Financial Institution or Biller
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  Ability to pin the "Reviewed" column to the right (edited)

  Active Flopbot 76 views 5 comments 1 point Most recent by EL1234 October 7Feature Requests
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  Mobile 4.0.0 'View Transaction': Condense the fields and unhide "Exclude" options (edited)

  Active BradleyBenSmith 191 views 5 comments 4 points Most recent by Coach Natalie October 7Feature Requests
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  Mobile App 'Banking' Dashboard Tile: Separate Loans from other forms of Credit (edited)

  Active Lizzie 62 views 2 comments 3 points Most recent by Coach Natalie October 7Feature Requests
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  UPDATED 10/7/26: Police and Fire FCU returns an FDP-102 error

  Announcement Coach Aldair 48 views 1 comment 0 points Most recent by Coach Natalie October 7Current Online Banking Issues
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  ONGOING 10/7/26: AMEX AuthUser credit cards cannot be reconnected after a connection reset

  Coach Aldair 136 views 2 comments 0 points Most recent by Coach Natalie October 7Current Online Banking Issues
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  add X Money integration

  Active Steve618 395 views 13 comments 10 points Most recent by LTV October 6Report Missing Financial Institution or Biller
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  Does Simplifi include manually entered investment cash flow transactions in IRR calculations?

  Answered juddmd31 52 views 7 comments 0 points Most recent by Coach Natalie October 6Investments