Recent Discussions

Discussion List

• 
  Unable to link to KBB car values still $0

  whyme 43 views 7 comments 0 points Most recent by SRC54 February 3Report a Bug
• 
  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  rpulivarti 23 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
• 
  Spending Plan - How to include checking account balance?

  djp2025 11 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
• 
  How to manually add monthly investment balances?

  Answered DSJ 11 views 2 comments 0 points Most recent by DryHeat February 3Investments
• 
  Editing a Planned Spend Series Not Updating Future Months (edited)

  TwelveSilverPennies 13 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
• 
  5

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 43 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
• 
  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Started by bsmorovitz February 3 Feedback
• 
  2

  Up Down
  Ability to filter transactions by day of month (edited)

  Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
• 
  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  ogl 33 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
• 
  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Answered smking 2 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
• 
  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered dc2psguy 13 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
• 
  Milliman Benefits Not Connecting - FDP-101 (edited)

  lodenic 45 views 5 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed givehim6 4.1K views 178 comments 157 points Most recent by EL1234 February 2Feature Requests
• 
  3

  Up Down
  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 12 views 0 comments 3 points Started by tmucsu February 2 Feature Requests
• 
  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Mr_C_Kent 12 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  234

  Up Down
  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.4K views 121 comments 234 points Most recent by ClaudiaH February 2Feature Requests
• 
  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Jerristeve 1 view 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
• 
  Tag list out of order on Web App

  meoge 54 views 11 comments 1 point Most recent by Coach Jon February 2Report a Bug
• 
  FRGXX share price incorrect

  disc2120 31 views 7 comments 0 points Most recent by SRC54 February 2Report a Bug
• 
  EQ Bank Error FDP-106

  donnajean 94 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  Auto txn based alert

  jayyan 11 views 2 comments 1 point Most recent by Coach Natalie February 2Feedback
• 
  Verizon Wireless - "Activation is rejected by Biller." (edited)

  lynchbro 91 views 11 comments 1 point Most recent by Coach Natalie February 2Bills and Income
• 
  Vancity is down Care code: FDP-102

  Not a User 223 views 23 comments 1 point Most recent by Coach Jon February 2Adding and Updating Accounts
• 
  Add shareholder subdomain from Primerica

  Scotties 465 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
• 
  Accounts Info Download option

  bkbryce 24 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
• 
  11

  Up
  Add support for Investor360

  Active Ken M 666 views 35 comments 11 points Most recent by Tabbykat 403 February 2Report Missing Financial Institution
• 
  52

  Up Down
  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.2K views 33 comments 52 points Most recent by SRC54 February 2Feature Requests
• 
  Merged: Show Account in all sections of Spending Plan

  Closed jaywgraham 11 views 0 comments 2 points Started by jaywgraham February 1 Feature Requests
• 
  10

  Up Down
  Add an Account column to Bills and Income in the Spending Plan (edited)

  Active Gaberino 21 views 4 comments 10 points Most recent by jaywgraham February 1Feature Requests
• 
  Persistent Error 102 When Connecting Stash Account - Quicken Simplifi

  macanach 25 views 5 comments 0 points Most recent by Coach Kristina February 1Adding and Updating Accounts