Recent Discussions

Discussion List

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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 145 views 7 comments 10 points Most recent by spamwich October 2024Feature Requests
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  HealthEquity Returning Care Code: FDP-163

  Closed idlehand 46 views 4 comments 0 points Most recent by idlehand October 2024Adding and Updating Accounts
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  Merged: Running Account Balance

  Closed rtrue983 6 views 0 comments 2 points Started by rtrue983 October 2024 Feature Requests
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  Hi I’m in Canada and can’t connect with my Meridian credit union accounts or my Capital One MC

  Closed SusannaG 26 views 3 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  End of year spending summary (edited)

  Active Courtney10 17 views 0 comments 5 points Started by Courtney10 October 2024 Feature Requests
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  Investment performance comparisons (1 Merged Vote)

  Active willya 134 views 11 comments 24 points Most recent by ebig123321 October 2024Feature Requests
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  Equitable Life Insurance FDP-102

  Closed justlen 13 views 1 comment 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  [ONGOING] 10/14/24: TIAA returns a 102 error

  Coach Natalie 66 views 1 comment 1 point Most recent by Coach Jon October 2024Current Online Banking Issues
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  Help Center

  Closed BHazeltine 19 views 2 comments 0 points Most recent by Coach Natalie October 2024Report a Bug
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  Neuberger Berman No Longer Connecting FDP-103 error (edited)

  Closed sgreenstonenj 19 views 1 comment 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Lost Connectivity to MidFlorida Credit Union Care Code: FDP-102 (edited)

  Closed KevinM 34 views 3 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Add Keyboard Shortcuts (edited)

  Active bickabah 333 views 20 comments 34 points Most recent by Coach Kristina October 2024Feature Requests
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  It's nearly Halloween! Tell us your costume ideas and Halloween plans!

  Closed Coach Jon 91 views 8 comments 1 point Most recent by UrsulaA October 2024The Water Cooler
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  I figured out how to remove a tag, but really?!!!

  Closed Ricsimps 39 views 1 comment 0 points Most recent by UrsulaA October 2024Categories and Tags
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  64

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

  Active tngzng 998 views 44 comments 64 points Most recent by amackles October 2024Feature Requests
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  Request for BMO Alto

  Active rajarajan31 386 views 16 comments 9 points Most recent by Sobie October 2024Report Missing Financial Institution
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  Canadian user wondering what's next with the transfer I just made

  Closed pointingfinger 42 views 7 comments 0 points Most recent by pointingfinger October 2024Getting Started
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  Add UMB "Card Center Direct" (edited)

  Active gmac 79 views 4 comments 1 point Most recent by Coach Kristina October 2024Report Missing Financial Institution
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  Merged: Add UMB Card Services

  Closed gmac 4 views 0 comments 1 point Started by gmac October 2024 Report Missing Financial Institution
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  Merged: Sitting here in Simplifi Limbo :(

  Closed EllieBean 8 views 0 comments 0 points Started by EllieBean October 2024 Feedback
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  My Favorite Things - Food

  Closed Flopbot 21 views 1 comment 0 points Most recent by SRC54 October 2024How do you Quicken Simplifi?
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  Introduction

  Closed Joe.Hoss 43 views 5 comments 0 points Most recent by SRC54 October 2024Introduce yourself!
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  Barclay Online CD/Savings Accounts Update

  Closed sarahhhhhhhhhhhhhh 404 views 3 comments 1 point Most recent by Coach Jon October 2024Adding and Updating Accounts
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  2-step verification

  Closed deannah27 27 views 1 comment 0 points Most recent by Coach Jon October 2024Feedback
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  Robinhood Joint Brokerage Account

  Active rks7 60 views 3 comments 2 points Most recent by kmtougas October 2024Report Missing Financial Institution
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  US Bancorp Investments Connector FDP-105

  Closed Krilun 45 views 3 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Apple Wallet Integration: Share your feedback here!

  Closed Coach Natalie 1.6K views 101 comments 3 points Most recent by Coach Natalie October 2024Feedback
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  Zillow Integration: Share your feedback here!

  Closed Coach Natalie 977 views 69 comments 2 points Most recent by Coach Natalie October 2024Feedback
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  Introducing Investment Transactions -- Share your feedback here!

  Closed Coach Nicole 1.9K views 59 comments 7 points Most recent by Coach Natalie October 2024Feedback
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  Where is customize dashboard mobile app

  Closed jccordill 13 views 1 comment 0 points Most recent by Flopbot October 2024Troubleshooting