Recent Discussions

Discussion List

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  [ONGOING] 10/29/25: FirstBank of Colorado returns FDP-6000 error

  Coach Jon 611 views 1 comment 5 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 51 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 91 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  Merged: Why was the field for check number removed?

  Closed dstockwe52 1 view 0 comments 0 points Started by dstockwe52 November 2025 Managing Your Transactions
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  Computershare FDP-192

  Closed MightyIrish 31 views 1 comment 2 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Zeal Credit Union FDP-195 error (edited)

  Closed Kelacom 71 views 12 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 172 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Number format wrong on email notifications (edited)

  Closed RobWilk 373 views 21 comments 3 points Most recent by RobWilk November 2025Report a Bug
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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 41 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  Delaware Life Connection - FDP-103 error (edited)

  Dick_Davis 161 views 39 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Mobile Releases 5.43.0 & 5.43.1

  Closed Coach Natalie 181 views 0 comments 0 points Started by Coach Natalie November 2025 Updates From the Product Team
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  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 952 views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  Web Release 4.83.0

  Closed Coach Natalie 202 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 21 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

  Coach Jon 773 views 3 comments 5 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.7K views 3 comments 9 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  CC Debt: The kind of thing i'm currently manually using Excel for (Simplifi 'could' use this)

  Closed RobWilk 32 views 0 comments 0 points Started by RobWilk November 2025 The Water Cooler
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 31 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.3K views 98 comments 52 points Most recent by Robcos November 2025Report Missing Financial Institution
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 11 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 72 views 8 comments 1 point Most recent by SRC54 November 2025Report a Bug
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  MCP Server

  Active MtnCreed 112 views 5 comments 0 points Most recent by MtnCreed November 2025Feature Requests
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  Ally Bank Connection FDP-103 (edited)

  Closed ScottD 22 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Amex HYS $0 Balance (edited)

  Closed quickdave 101 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Why no Black Friday deal for existing customers

  Closed rismeyer 61 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 31 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 181 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
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  Where to start... Here are my top four so far.

  Closed jimhoflen 31 views 1 comment 1 point Most recent by Coach Kristina November 2025Feedback
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  Planned Spending Inaccurate

  Closed viperguynaz 31 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting