Recent Discussions

Discussion List

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  Web Release 6.37.0

  Announcement Closed Coach Natalie 127 views 0 comments 0 points Started by Coach Natalie September 17 Updates From the Product Team
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  NEW 9/16/26: US Bank returns an FDP-105 / FI_WEBSITE_UNAVAILABLE error

  Announcement Coach Aldair 31 views 0 comments 1 point Started by Coach Aldair September 16 Current Online Banking Issues
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  Mobile Release 6.37.0

  Announcement Closed Coach Natalie 145 views 0 comments 0 points Started by Coach Natalie September 16 Updates From the Product Team
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  NEW 9/14/26: Mobile App Slowness

  Announcement Coach Natalie 101 views 0 comments 0 points Started by Coach Natalie September 14 Known Product Issues
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  New Feature Alert: Set a Time Range for Your Watchlists!

  Announcement Closed Coach Natalie 175 views 0 comments 0 points Started by Coach Natalie September 11 Updates From the Product Team
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  What is Your Preferred Beverage in the Morning?

  Announcement Coach Kristina 114 views 5 comments 1 point Most recent by Coach Natalie September 3The Water Cooler
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  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
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 325 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  Unable to zoom or save attachments in mobile app

  SMur 30 views 1 comment 0 points Most recent by Coach Aldair 4:32PMFeedback
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  App and website very slow

  Paul3d 27 views 1 comment 0 points Most recent by Coach Natalie 2:29PMReport a Bug
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  Trump Account integration

  Vulpes 467 views 16 comments 9 points Most recent by DryHeat September 17Report Missing Financial Institution or Biller
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  Persistent Error 102 When Connecting Stash Account - Quicken Simplifi

  macanach 295 views 18 comments 0 points Most recent by Coach Natalie September 17Adding and Updating Accounts
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  Spending Dashboard: Share your feedback here!

  Announcement Coach Natalie 2.6K views 145 comments 1 point Most recent by msanders93 September 17Feedback
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  Accounting for Splitwise transactions on Simplifi

  rgonzalez 35 views 4 comments 0 points Most recent by DryHeat September 17Bills and Income
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  76
  Ability to visualize my data using a Sankey diagram (edited)

  Completed Pchamb1998 1.5K views 30 comments 76 points Most recent by FutureEye September 17Feature Requests
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  Quicken Simplifi - FDP-101 with WSECU

  rockrobster 26 views 1 comment 0 points Most recent by Coach Aldair September 17Adding and Updating Accounts
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  Ability to subscribe to Quicken Simplifi monthly instead of annually (edited)

  lynchbro 39 views 2 comments 1 point Most recent by Coach Natalie September 17Feature Requests
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  Persistent pop up to "Install Quicken Simplifi" (edited)

  Jerrod 32 views 3 comments 0 points Most recent by Coach Natalie September 17Troubleshooting
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  Community America Credit Union FDP-103

  chiphum 222 views 19 comments 0 points Most recent by millingtron September 17Adding and Updating Accounts
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  The plus/minus dollar amount shown for holdings is for a single share, not all shares owned (edited)

  LEBATO 174 views 11 comments 0 points Most recent by Coach Aldair September 16Troubleshooting
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  Unable to add Cape Ann Savings Financial Advisors account

  tsbernie 107 views 9 comments 0 points Most recent by tsbernie September 16Adding and Updating Accounts
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  RESOLVED 9/16/26: Truist Bank - Bank Option (BID) Change / FDP-102 error

  Closed Coach Natalie 494 views 3 comments 0 points Most recent by Coach Aldair September 16Current Online Banking Issues
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  UPDATED 9/16/26: HSBC Bank - Various Errors After Website Change

  Announcement Coach Natalie 137 views 1 comment 0 points Most recent by Coach Aldair September 16Current Online Banking Issues
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 123 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests
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  Mobile App: Ability to sort and filter transactions in Other Spending (edited)

  Active ds824 50 views 2 comments 2 points Most recent by Coach Natalie September 16Feature Requests
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  Mobile App: Ability to use a Profile Picture in place of the Profile Icon (edited)

  Active Flopbot 98 views 4 comments 0 points Most recent by Coach Natalie September 16Feature Requests
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 837 views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Ability to Link a Refund to Multiple Transactions (edited)

  Active ejr 446 views 18 comments 29 points Most recent by cloudquick September 16Feature Requests
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  UPDATED 9/15/26: Fidelity returns an FDP-2505 error

  Announcement Coach Natalie 53 views 1 comment 0 points Most recent by Coach Natalie September 15Current Online Banking Issues
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  Manually added holdings with no ticker have been combined into a single holdings line (edited)

  JeffCB 98 views 8 comments 0 points Most recent by JeffCB September 15Troubleshooting
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  "All accounts up to date" message with Chase, but no accounts are added

  System 61 views 4 comments 0 points Most recent by Coach Aldair September 15Adding and Updating Accounts
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  Help with splitting a maturing CD transaction (edited)

  neon45 251 views 14 comments 0 points Most recent by Coach Aldair September 15Managing Your Transactions
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  Merging CC Transactions

  Answered ✓ MWA 61 views 4 comments 0 points Most recent by MWA September 15Managing Your Transactions
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  Early Access is not working for me (edited)

  N4KHQ 188 views 14 comments 0 points Most recent by DryHeat September 15Troubleshooting
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  Stripe account doesn't show in the list of accounts when creating rules (edited)

  SmittyVA 131 views 7 comments 0 points Most recent by Coach Aldair September 15Troubleshooting
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  Fidelity bond holdings 100x too high (edited)

  vladinator 79 views 6 comments 0 points Most recent by Coach Natalie September 15Investments
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  TreasuryDirect FDP-101 after switching to ID.me for logging in (edited)

  gold3 64 views 3 comments 0 points Most recent by Coach Natalie September 15Adding and Updating Accounts
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  Capital One accounts - transactions stopped downloading (edited)

  4dusty 27 views 1 comment 0 points Most recent by Coach Natalie September 15Adding and Updating Accounts