Recent Discussions

Discussion List

• 
  Venmo - Care Code: QCS-0429-2 / FDP-103

  Closed belghaya 26 views 1 comment 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
• 
  [ONGOING] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Coach Jon 1.3K views 7 comments 8 points Most recent by Coach Natalie March 3Current Online Banking Issues
• 
  Watchlist monthly projection in day 2 of month is way off

  Closed RobI 11 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
• 
  1

  Up Down
  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 15 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
• 
  Bill is being skipped

  Closed Jhinkk 88 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
• 
  1

  Up
  Add bank/fintech "Current"

  norizelap 22 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
• 
  PayPal account does not show most recent posted transactions

  Closed Jrunner01 38 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
• 
  1

  Up
  Bill Connect: Eversource

  trewbux 25 views 3 comments 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
• 
  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 93 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
• 
  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 1 view 0 comments 0 points Most recent by MishaM March 2Report a Bug
• 
  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 612 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
• 
  Merged: Exit Transaction Details Resets to Top of Transaction

  Closed Simpli_User_101 11 views 0 comments 0 points Most recent by SRC54 March 1Managing Your Transactions
• 
  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  Closed DRenee 24 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts
• 
  Merged: Watchlist 12‑month average should exclude current partial month

  Closed bfoggie44 1 view 0 comments 1 point Most recent by bfoggie44 March 1Feature Requests
• 
  Connection Issue with Schools First Federal Credit Union (FDP-106)

  Closed StacyLusk 220 views 2 comments 0 points Most recent by Coach Kristina March 1Adding and Updating Accounts
• 
  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  Closed TaWa 182 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
• 
  5

  Up
  Stifel Investments

  Active Manabikc 171 views 9 comments 5 points Most recent by Sarose March 1Report Missing Financial Institution or Biller
• 
  Merged: Schools First FCU FDP-106 [Edited]

  Closed StacyLusk 1 view 0 comments 0 points Most recent by Coach Kristina March 1Report a Bug
• 
  Need an update on Vanguard (edited)

  Closed Jeff C 74 views 4 comments 0 points Most recent by Jeff C March 1Adding and Updating Accounts
• 
  16

  Up
  CTFS - Canadian Tire Financial Services

  Active Alexmalta 1.6K views 25 comments 16 points Most recent by arti10 March 1Report Missing Financial Institution or Biller
• 
  Missing Financial Institution: Accrue 401k (edited)

  Closed alexthechoi 15 views 1 comment 1 point Most recent by Coach Kristina February 28Adding and Updating Accounts
• 
  4

  Up Down
  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 16 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests
• 
  Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

  Closed Dick_Davis 26 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions
• 
  Social Security numbers visible in Simplifi SS direct deposit transactions

  Closed MSM 97 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts
• 
  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 4.7K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests
• 
  Merged: Net worth accounts.

  Closed yrabover 1 view 0 comments 0 points Most recent by yrabover February 27Adding and Updating Accounts
• 
  Merged: Reports are including transactions marked to be Excluded

  Closed System 1 view 0 comments 0 points Most recent by DryHeat February 27Using Reports
• 
  Spending Report on iPadOS 18.7.3 Not Changing Transactions List When Selecting another Category

  Closed Forteleza 33 views 3 comments 0 points Most recent by Coach Jon February 27Troubleshooting
• 
  Cant connect to M&T Direct Connect (edited)

  Closed John TL 42 views 1 comment 0 points Most recent by Coach Jon February 27Adding and Updating Accounts
• 
  Please Add Account Reconciliation (edited)

  Closed DDonnell 76 views 5 comments 0 points Most recent by SRC54 February 27Quicken Business & Personal Feedback