Recent Discussions

Discussion List

• 
  No Consistent TIAA Connectivity for Months - FDP-106 error (edited)

  Closed Strategos 59 views 2 comments 1 point Most recent by shinkyo20 November 2025Adding and Updating Accounts
• 
  Issues connecting to Citi Cards (edited)

  Closed Mango2024 114 views 4 comments 0 points Most recent by RobWilk November 2025Adding and Updating Accounts
• 
  Spending plan expenses disappeared (edited)

  Closed Ruonline 21 views 1 comment 0 points Most recent by SRC54 November 2025Using the Spending Plan
• 
  Investments - CVS download

  Closed neon45 42 views 2 comments 0 points Most recent by neon45 November 2025Feedback
• 
  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 31 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
• 
  Advanced Filters not working in the Income & Expense Report

  Closed System 41 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  Improve Budgeting Feature

  Closed eteam49ers 63 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
• 
  3

  Up Down
  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 42 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
• 
  Adding new Care Credit account FDP-103 error

  Closed brownse1019 42 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  2

  Up Down
  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 21 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  UBS FDP-103 connection issues - any update? (edited)

  Answered ✓ Closed kash80 35 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  12

  Up Down
  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 86 views 7 comments 12 points Most recent by RobWilk November 2025Feature Requests
• 
  Gobble Up Some Gratitude!

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

  Closed Scobee 43 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Delete Net Worth History? (edited)

  Closed lynchbro 15 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  How can a community member search for requests that are Active, Already Offered, etc?

  Closed System 23 views 2 comments 0 points Most recent by Coach Natalie November 2025Using the Community
• 
  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
• 
  Auto-release planned spend did not auto-release

  Closed MishaM 83 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
• 
  CIBC US New Login (Care Code: FDP-163)

  Closed myfriend 305 views 15 comments 3 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 3.6K views 125 comments 2 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  2

  Up Down
  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 63 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
• 
  How to use completed savings goals

  Answered ✓ Closed Mike B 44 views 4 comments 0 points Most recent by Mike B November 2025Feedback
• 
  15

  Up Down
  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
• 
  Do "Spaces" and "datasets" mean the same thing in Simplifi?

  Answered ✓ Closed DryHeat 36 views 5 comments 0 points Most recent by DryHeat November 2025Using Space Sharing
• 
  Exporting a Financial Snapshot

  Closed esender 23 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
• 
  Editing Transaction in Investment account

  Closed Mark54 22 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
• 
  Quicken code error results in prompt being redisplayed

  Closed DavidEatough 41 views 3 comments 0 points Most recent by Coach Jon November 2025Report a Bug
• 
  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
• 
  Web Release 4.84.0

  Closed Coach Natalie 201 views 0 comments 0 points Most recent by Coach Natalie November 2025Updates From the Product Team