Recent Discussions

Discussion List

• 
  Unable to turn off rollover in planned spend (edited)

  Closed shely6875 31 views 1 comment 0 points Most recent by SRC54 March 9Troubleshooting
• 
  Confusion with Planned Spending and Bank Connections (edited)

  Closed shely6875 81 views 10 comments 0 points Most recent by SRC54 March 9Feedback
• 
  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 71 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
• 
  Canadian Subscriber - can’t enter postal code?

  Closed JasonJ 81 views 3 comments 0 points Most recent by DryHeat March 9Troubleshooting
• 
  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 52 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
• 
  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 3.1K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
• 
  Security Service Federal Credit Union FDP-101 (edited)

  Closed Snowman2199 132 views 4 comments 0 points Most recent by Snowman2199 March 8Adding and Updating Accounts
• 
  Cannot link Navy Federal bank account

  Closed antiphon 81 views 3 comments 0 points Most recent by RobWilk March 8Adding and Updating Accounts
• 
  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 32 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
• 
  Cannot get investment Performance to show anything

  Closed jbaker5400 41 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
• 
  Android App and Website Down?

  Closed Daedalus 22 views 1 comment 0 points Most recent by Coach Kristina March 7Troubleshooting
• 
  manual accounts still showing zero balance

  Closed sb87623 241 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
• 
  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 121 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
• 
  5

  Up Down
  Color-coding categories in Reports

  Active snowboardsurfer 71 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
• 
  1

  Up
  Transportation Federal Credit Union

  Active dnutt 82 views 5 comments 1 point Most recent by Bob20782 March 7Report Missing Financial Institution or Biller
• 
  Balance history incorrect after removing/adding holding

  Closed bling 21 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting
• 
  California State Teachers Retirement at this time FDP-101 error (edited)

  Closed dawsondmd 2 views 1 comment 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  2

  Up Down
  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 32 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
• 
  Tag list out of order on Web App

  Closed meoge 151 views 12 comments 1 point Most recent by Coach Jon March 6Report a Bug
• 
  ONGOING 3/6/26: HealthEquity returns an FDP-108 error

  Coach Natalie 905 views 1 comment 1 point Most recent by Coach Jon March 6Current Online Banking Issues
• 
  PayPal - Missing Credit Account (edited)

  Closed Monizrr 2.8K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  Incorrect $0 balance for PayPal

  Closed System 663 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  Saved Reports in Simplifi?

  Closed Kevin237 92 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
• 
  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
• 
  Members Alliance FCUGA (apcu.com) "We are unable to connect at this time" message - FDP-103 (edited)

  Closed RobWilk 42 views 2 comments 0 points Most recent by RobWilk March 6Report a Bug
• 
  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 42 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
• 
  FDP-101 error with Optum HSA account

  Closed System 32 views 2 comments 0 points Most recent by Coach Jon March 5Adding and Updating Accounts
• 
  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 61 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
• 
  1

  Up Down
  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 11 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
• 
  Web Release 6.9.0

  Closed Coach Natalie 282 views 0 comments 1 point Most recent by Coach Natalie March 5Updates From the Product Team