Recent Discussions

Discussion List

• 
  FDP-103 Error still exists with Tangerine

  Closed ratienza 226 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
• 
  Merged: More Total Spending Report Categories

  Closed 6-1blonde 1 view 0 comments 1 point Most recent by 6-1blonde December 2025Feature Requests
• 
  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 175 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  Savings Goal changed my account balance

  Closed luke.navarro 44 views 3 comments 0 points Most recent by DryHeat December 2025Troubleshooting
• 
  Unable to change the category on a linked refund (edited)

  cloudquick 176 views 25 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  iOS System Information Bar appears Black in Dark Mode (edited)

  housetr 91 views 12 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Toronto Stock Exchange Symbols Not Working

  donnajean 115 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
• 
  [ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 105 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
• 
  [ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 282 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
• 
  Known error showing Robinhood as not working.

  Closed FutureEye 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
• 
  1

  Up Down
  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 36 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
• 
  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 49 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
• 
  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 47 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller
• 
  Home bank www.home24bank.com Business Portal

  Closed tbestjr81 15 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 73 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  0

  Up Down
  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 21 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2

  Up Down
  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 23 views 0 comments 2 points Most recent by SRC54 December 2025Feature Requests
• 
  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Most recent by SCT41 December 2025Feature Requests
• 
  1

  Up Down
  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 879 views 26 comments 1 point Most recent by FutureEye December 2025Feature Requests
• 
  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 1 view 0 comments 1 point Most recent by Ruonline December 2025Feature Requests
• 
  Export to PDF is practically useless to me

  Closed SRC54 54 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Nationwide 401k FDP-106

  Closed cl134 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  1

  Up
  Please add iTrustCapital

  Active MrMcNuggets 1 view 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller
• 
  Logix issue update? (edited)

  Closed MiketheFerg 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Create rule within transaction category removed

  Closed wavehowie 51 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Wealthfront error

  Closed Rachelk 25 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 1 view 0 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 42 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
• 
  Moving a transaction to a future date disappears and does not generate a reminder

  Closed nestorbast 479 views 14 comments 1 point Most recent by bvw123 November 2025Bills and Income
• 
  Ability to "hide" portion of a transaction that is split

  Closed twinrh 41 views 2 comments 1 point Most recent by DryHeat November 2025Feedback