Recent Discussions

Discussion List

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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 22 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Cannot get investment Performance to show anything

  Closed jbaker5400 24 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
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  Android App and Website Down?

  Closed Daedalus 14 views 1 comment 0 points Most recent by Coach Kristina March 7Troubleshooting
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  manual accounts still showing zero balance

  Closed sb87623 98 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
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  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 51 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Color-coding categories in Reports

  Active snowboardsurfer 51 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
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  Transportation Federal Credit Union

  Active dnutt 51 views 5 comments 1 point Most recent by Bob20782 March 7Report Missing Financial Institution or Biller
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  Balance history incorrect after removing/adding holding

  Closed bling 23 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting
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  California State Teachers Retirement at this time FDP-101 error (edited)

  Closed dawsondmd 3 views 1 comment 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Add a calendar view for daily amount spent (edited)

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

  Closed meoge 72 views 12 comments 1 point Most recent by Coach Jon March 6Report a Bug
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  [ONGOING] 2/20/26: HealthEquity returns an FDP-108 error

  Coach Natalie 436 views 1 comment 1 point Most recent by Coach Jon March 6Current Online Banking Issues
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  PayPal - Missing Credit Account (edited)

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

  Closed System 460 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Saved Reports in Simplifi?

  Closed Kevin237 45 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
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  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
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  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
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 23 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  FDP-101 error with Optum HSA account

  Closed System 12 views 2 comments 0 points Most recent by Coach Jon March 5Adding and Updating Accounts
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 32 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  Add a High/Low indicator in Reports (edited)

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

  Closed Coach Natalie 285 views 0 comments 1 point Most recent by Coach Natalie March 5Updates From the Product Team
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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 131 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 12 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  Save last used sort for investments portfolio (edited)

  Active disc2120 12 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
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  Specialized Loan Servicing FDP-102 error (edited)

  Closed RScott 52 views 9 comments 0 points Most recent by Coach Natalie March 5Adding and Updating Accounts
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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 21 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 80 points Most recent by ben510 March 5Feature Requests
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  new investing action suggestions (edited)

  Closed Hornet439 23 views 2 comments 0 points Most recent by neon45 March 5Investments
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  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  Closed L McGregor 21 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting