Recent Discussions

Discussion List

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  CIBC US New Login (Care Code: FDP-163)

  Closed myfriend 261 views 15 comments 3 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 3.5K views 126 comments 2 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 61 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  How to use completed savings goals

  Answered ✓ Closed Mike B 43 views 4 comments 0 points Most recent by Mike B November 2025Feedback
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 36 views 2 comments 15 points Most recent by RobWilk November 2025Feature Requests
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  Do "Spaces" and "datasets" mean the same thing in Simplifi?

  Answered ✓ Closed DryHeat 34 views 5 comments 0 points Most recent by DryHeat November 2025Using Space Sharing
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  Exporting a Financial Snapshot

  Closed esender 21 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Editing Transaction in Investment account

  Closed Mark54 24 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Quicken code error results in prompt being redisplayed

  Closed DavidEatough 42 views 3 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  Web Release 4.84.0

  Closed Coach Natalie 203 views 0 comments 0 points Started by Coach Natalie November 2025 Updates From the Product Team
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  Alight - Target "Something went wrong" message (edited)

  Closed Serrabr 63 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 42 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 164 views 8 comments 14 points Most recent by Coach Natalie November 2025Feature Requests
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  Ascensus - RPLink FDP-102

  Closed pcsanwald 11 views 2 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 32 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Bank Account expenses handled incorrectly?

  Answered ✓ Closed cmccord 71 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Merged: Connection to Target Red Card failing since 11/12

  Closed maxvv 1 view 0 comments 0 points Started by maxvv November 2025 Troubleshooting
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  HealthEquity FDP-108 error

  Closed System 216 views 2 comments 0 points Most recent by Coach Kristina November 2025Adding and Updating Accounts
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  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  where did comments/tagging section go?

  Closed Kartad 22 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Can I change the monthly cycle date?

  Closed cowboy57 48 views 3 comments 0 points Most recent by DannyB November 2025Bills and Income
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 12 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.7K views 58 comments 208 points Most recent by quick username November 2025Feature Requests
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 8K views 168 comments 71 points Most recent by Serrabr November 2025Report Missing Financial Institution
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  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Started by JacksonHarding November 2025 Feature Requests
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  Reimbursement Tracker

  Active ajbopp 116 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
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  American Express FDP-401 error

  Closed tpoppy 101 views 3 comments 0 points Most recent by SRC54 November 2025Adding and Updating Accounts