Recent Discussions

Discussion List

• 
  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 18 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
• 
  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 2.5K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
• 
  84

  Up Down
  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.5K views 59 comments 84 points Most recent by Yankster March 8Feature Requests
• 
  6

  Up Down
  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 73 views 4 comments 6 points Most recent by Jds March 8Feature Requests
• 
  Security Service Federal Credit Union FDP-101 (edited)

  Closed Snowman2199 44 views 4 comments 0 points Most recent by Snowman2199 March 8Adding and Updating Accounts
• 
  Cannot link Navy Federal bank account

  Closed antiphon 32 views 3 comments 0 points Most recent by RobWilk March 8Adding and Updating Accounts
• 
  54

  Up Down
  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 726 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
• 
  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 28 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
• 
  Cannot get investment Performance to show anything

  Closed jbaker5400 22 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
• 
  Android App and Website Down?

  Closed Daedalus 11 views 1 comment 0 points Most recent by Coach Kristina March 7Troubleshooting
• 
  manual accounts still showing zero balance

  Closed sb87623 95 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
• 
  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 43 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
• 
  5

  Up Down
  Color-coding categories in Reports

  Active snowboardsurfer 51 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
• 
  1

  Up
  Transportation Federal Credit Union

  Active dnutt 52 views 5 comments 1 point Most recent by Bob20782 March 7Report Missing Financial Institution or Biller
• 
  Balance history incorrect after removing/adding holding

  Closed bling 21 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting
• 
  California State Teachers Retirement at this time FDP-101 error (edited)

  Closed dawsondmd 4 views 1 comment 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  2

  Up Down
  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 32 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
• 
  Tag list out of order on Web App

  Closed meoge 71 views 12 comments 1 point Most recent by Coach Jon March 6Report a Bug
• 
  [ONGOING] 2/20/26: HealthEquity returns an FDP-108 error

  Coach Natalie 351 views 1 comment 1 point Most recent by Coach Jon March 6Current Online Banking Issues
• 
  PayPal - Missing Credit Account (edited)

  Closed Monizrr 2.2K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  Incorrect $0 balance for PayPal

  Closed System 457 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  Saved Reports in Simplifi?

  Closed Kevin237 50 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
• 
  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
• 
  Members Alliance FCUGA (apcu.com) "We are unable to connect at this time" message - FDP-103 (edited)

  Closed RobWilk 22 views 2 comments 0 points Most recent by RobWilk March 6Report a Bug
• 
  Credit Score - Verification Link Failed error (edited)

  ThisIsTiresome 336 views 36 comments 0 points Most recent by jd_22622 March 6Troubleshooting
• 
  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 22 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
• 
  FDP-101 error with Optum HSA account

  Closed System 14 views 2 comments 0 points Most recent by Coach Jon March 5Adding and Updating Accounts
• 
  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 33 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
• 
  1

  Up Down
  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 11 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
• 
  Web Release 6.9.0

  Closed Coach Natalie 284 views 0 comments 1 point Most recent by Coach Natalie March 5Updates From the Product Team