Recent Discussions

Discussion List

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  New Feature Alert: Enhanced Transaction Search!

  Announcement Closed Coach Natalie 176 views 0 comments 4 points Started by Coach Natalie May 22 Updates From the Product Team
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  NEW 5/22/26: Apple Wallet Accounts - Inverse Balances

  Announcement Coach Natalie 263 views 0 comments 3 points Started by Coach Natalie May 22 Current Online Banking Issues
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  Web Release 6.20.0

  Announcement Closed Coach Natalie 163 views 0 comments 1 point Started by Coach Natalie May 21 Updates From the Product Team
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  NEW 5/21/26: Merrill Lynch Investments returns an FDP-105 error

  Announcement Coach Jon 20 views 0 comments 0 points Started by Coach Jon May 21 Current Online Banking Issues
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  Mobile Release 6.20.0

  Announcement Closed Coach Natalie 135 views 0 comments 1 point Started by Coach Natalie May 20 Updates From the Product Team
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  It's almost Summer! How do you plan for vacation?

  Announcement Coach Jon 36 views 3 comments 0 points Most recent by RobWilk May 20The Water Cooler
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  NEW 5/18/26: Macy's Credit Card returns an FDP-102 error

  Announcement Coach Natalie 18 views 0 comments 0 points Started by Coach Natalie May 18 Current Online Banking Issues
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  NEW 5/18/26: “Day $” & “Day %” Showing as 0 in Investments

  Announcement Coach Natalie 25 views 0 comments 0 points Started by Coach Natalie May 18 Known Product Issues
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  NEW 5/18/26: Venmo - "Unable to connect to Venmo at this time"

  Announcement Coach Natalie 25 views 0 comments 0 points Started by Coach Natalie May 18 Current Online Banking Issues
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.2K 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 311 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  Access horizontal scroll bar on bottom of transaction screen without having to scroll down (edited)

  Simpli_User_101 76 views 21 comments 2 points Most recent by EL1234 4:13AMFeature Requests
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  Some Flagstar account names changed to the username for the bank (edited)

  Flopbot 30 views 4 comments 0 points Most recent by Flopbot 4:03AMAdding and Updating Accounts
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  SEI Client Connect FDP-101 (edited)

  davidcwalls 41 views 6 comments 0 points Most recent by davidcwalls May 24Adding and Updating Accounts
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  Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

  simplify_mn 96 views 17 comments 0 points Most recent by SRC54 May 24Report a Bug
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  1:1 map a Savings Goal to an account (edited)

  Active timmyc123 178 views 11 comments 22 points Most recent by Amanza May 24Feature Requests
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 3.7K views 127 comments 91 points Most recent by Coach Kristina May 24Report Missing Financial Institution or Biller
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  Unlinking a transaction from a series should put the old reminder back

  EL1234 33 views 8 comments 0 points Most recent by EL1234 May 24Report a Bug
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  HSA Bank - Investments account not showing

  The Merg 16 views 1 comment 0 points Most recent by Coach Laura May 24Adding and Updating Accounts
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 1.1K views 60 comments 1 point Most recent by Coach Laura May 24Adding and Updating Accounts
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  Simplifi app becomes unresponsive for a time after syncing

  Answered CF1 25 views 3 comments 0 points Most recent by CF1 May 24Report a Bug
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  Bring the original Reminder back when an incorrectly linked transaction is unlinked (edited)

  Active ajbopp 54 views 3 comments 5 points Most recent by SRC54 May 24Feature Requests
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  Can not change Category with $0 Total Amount

  neon45 17 views 2 comments 0 points Most recent by SRC54 May 24Investments
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  Classification of linked accounts - increased flexibility

  Active FI-RE_Texas 16 views 1 comment 1 point Most recent by Coach Kristina May 24Feature Requests
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  Account Reconciliation Mandatory for Planning

  Ron Goldfuss 19 views 1 comment 0 points Most recent by Coach Laura May 24Feedback
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  Apple Savings showing negative

  FutureEye 54 views 8 comments 0 points Most recent by SRC54 May 24Adding and Updating Accounts
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3.2K views 86 comments 199 points Most recent by EL1234 May 24Feature Requests
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  8
  Ability to search by check # (edited)

  EL1234 91 views 8 comments 8 points Most recent by EL1234 May 24Feature Requests
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  Goal transfer

  Active CS1234 12 views 0 comments 1 point Started by CS1234 May 24 Feature Requests
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  Goal calendar feature

  Active CS1234 11 views 0 comments 1 point Started by CS1234 May 24 Feature Requests
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  1

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  Goal withdrawal over time dates

  Active CS1234 11 views 0 comments 1 point Started by CS1234 May 24 Feature Requests
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  Request to add Vestwell 401K (edited)

  newjackswing4ever 133 views 8 comments 13 points Most recent by lafloofy May 23Report Missing Financial Institution or Biller
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  How can I match transaction rules using partial words?

  bobbiesmith 122 views 25 comments 0 points Most recent by DryHeat May 23Managing Your Transactions
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  neon45 263 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Import transactions from CSV no longer triggering Rules

  Bernardo 278 views 28 comments 0 points Most recent by Randy1234 May 23Report a Bug
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  LiveOak Bank FDP-103 (edited)

  REO_Swedewagen 34 views 5 comments 1 point Most recent by REO_Swedewagen May 23Adding and Updating Accounts
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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 40 views 2 comments 5 points Most recent by AndyM! AndyM! May 23Feature Requests
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  Watchlists broken -- always show $0 -- anyone else?

  ejs 21 views 2 comments 0 points Most recent by Coach Kristina May 23Report a Bug
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  NetX Exchange (NETXInvestor.com) FDP-106 (edited)

  phlsphr 68 views 8 comments 0 points Most recent by phlsphr May 23Adding and Updating Accounts
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  Chart is not updating to reflect transactions in manual asset account (edited)

  cyberstackn 32 views 2 comments 0 points Most recent by cyberstackn May 23Troubleshooting
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 44 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests