Recent Discussions

Discussion List

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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 33 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
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  Advanced Filters not working in the Income & Expense Report

  Closed System 46 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Improve Budgeting Feature

  Closed eteam49ers 63 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 43 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  Adding new Care Credit account FDP-103 error

  Closed brownse1019 41 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 36 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 25 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  UBS FDP-103 connection issues - any update? (edited)

  Answered ✓ Closed kash80 33 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 88 views 7 comments 11 points Most recent by RobWilk November 2025Feature Requests
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  Gobble Up Some Gratitude!

  Closed Coach Natalie 103 views 5 comments 1 point Most recent by DannyB November 2025The Water Cooler
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  Stash Invest getting 102 error

  Closed Scobee 44 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Delete Net Worth History? (edited)

  Closed lynchbro 16 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  How can a community member search for requests that are Active, Already Offered, etc?

  Closed System 21 views 2 comments 0 points Most recent by Coach Natalie November 2025Using the Community
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  Merged: Most used category list at top of web App

  Closed N4KHQ 1 view 0 comments 1 point Most recent by N4KHQ November 2025Feature Requests
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  Auto-release planned spend did not auto-release

  Closed MishaM 82 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  CIBC US New Login (Care Code: FDP-163)

  Closed myfriend 307 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 125 comments 2 points Most recent by Coach Jon 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 65 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 47 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 51 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 39 views 5 comments 0 points Most recent by DryHeat November 2025Using Space Sharing
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  Exporting a Financial Snapshot

  Closed esender 26 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Editing Transaction in Investment account

  Closed Mark54 26 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 44 views 3 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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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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  Web Release 4.84.0

  Closed Coach Natalie 204 views 0 comments 0 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  Alight - Target "Something went wrong" message (edited)

  Closed Serrabr 80 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 44 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 169 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
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  Ascensus - RPLink FDP-102

  Closed pcsanwald 12 views 2 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts