Recent Discussions

Discussion List

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  Northway Bank Care Code: FDP-103

  Closed kferraro 98 views 20 comments 0 points Most recent by Coach Natalie May 6Adding and Updating Accounts
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  Request Paychex Flex for 401k

  In Review Up2theRight 512 views 21 comments 15 points Most recent by princely May 5Report Missing Financial Institution
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  Question About Importing Applecard Transactions (edited)

  Answered ✓ Closed krmjo 52 views 3 comments 0 points Most recent by krmjo May 5Managing Your Transactions
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  Alight connection needs to be addressed

  Closed 1stDukeWellington 178 views 1 comment 2 points Most recent by Coach Kristina May 5Feedback
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  TD Canada Trust Card Balance do not Match the Bank

  Closed debbeh 47 views 2 comments 0 points Most recent by debbeh May 5Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 287 views 19 comments 0 points Most recent by Coach Kristina May 5Adding and Updating Accounts
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  Looking at Transactions Instead of Projected Cash Flow

  Closed pjgoeman 48 views 2 comments 1 point Most recent by Tina5757 May 5Feedback
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  Recurring investment purchases were in bills but sometimes disappear

  Closed rmeav8er 31 views 3 comments 0 points Most recent by DannyB May 5Bills and Income
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  How is the best way to handle a CD in Simplifi

  Answered ✓ Closed N4KHQ 93 views 2 comments 0 points Most recent by N4KHQ May 5Adding and Updating Accounts
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  Poll question? mobile or web app? Which one do you use more?

  Closed FutureEye 119 views 16 comments 0 points Most recent by Coach Kristina May 4How do you Quicken Simplifi?
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  Merged: Add split capabilities to recurring transactions and bills, or entire categories.

  JCS 11 views 0 comments 2 points Started by JCS May 4 Feature Requests
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  Spending Plan not matching between mobile and web (mobile is wrong) [edited]

  Closed ArnieG 263 views 35 comments 2 points Most recent by Matt Y May 4Troubleshooting
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  Merged: Ability to edit the symbols for holdings on connected accounts [Edited]

  X. Tao 11 views 0 comments 1 point Started by X. Tao May 4 Feature Requests
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  18
  Edit ticker symbol and holdings

  Planned bobluck 154 views 11 comments 18 points Most recent by X. Tao May 4Feature Requests
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  Merged: Option to add ticker symbols manually

  Closed brian.marturana 122 views 0 comments 9 points Most recent by X. Tao May 4Feature Requests
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  Improvement (Drastic?) in bank sync time

  Closed RobWilk 34 views 2 comments 2 points Most recent by SRC54 May 4Feedback
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  Merged: Optum Financial HSA stopped connecting ( previously connecting )

  arvind 11 views 0 comments 0 points Started by arvind May 4 Report a Bug
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  US Bank not updating with Finicity (edited)

  Closed Westwise 208 views 11 comments 0 points Most recent by Westwise May 4Adding and Updating Accounts
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  Ally Bank accounts not updating on Finicity (edited)

  Closed Another Stephen 230 views 21 comments 0 points Most recent by Another Stephen May 3Adding and Updating Accounts
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  Betterment account not connecting - Stuck "securing connection"

  Closed Hugaluga 133 views 2 comments 0 points Most recent by Hugaluga May 3Adding and Updating Accounts
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  Merged: Missing Mint

  banktang 1 view 0 comments 0 points Started by banktang May 3 Feedback
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  Historical spending by category

  Closed matthawk7 43 views 2 comments 1 point Most recent by DannyB May 3Getting Started
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  OTP for MFA not automatically showing in IOS keypad

  Closed VPak 118 views 10 comments 0 points Most recent by VPak May 3Report a Bug
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  Not able to connect my RBC account

  Closed littlelittlefingers 236 views 8 comments 0 points Most recent by JonathanK May 3Adding and Updating Accounts
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  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Active Kanda 165 views 10 comments 8 points Most recent by RobWilk May 3Feature Requests
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  VOYA - NYCDCP support

  Active seabassdam 46 views 0 comments 1 point Started by seabassdam May 3 Report Missing Financial Institution
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  Cannot contribute to some goals

  Closed Max1223 29 views 2 comments 0 points Most recent by Coach Natalie May 3Troubleshooting
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  Add Interest Rates to Accounts

  Answered ✓ Closed DGuad 21 views 1 comment 0 points Most recent by Coach Natalie May 3Feedback
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  Unable to connect to Navy Federal Credit Union (edited)

  Closed RajOnTrack 950 views 29 comments 2 points Most recent by rhuntting May 3Adding and Updating Accounts
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  Accounts not refreshing on Finicity (edited)

  Closed A Deutscher 1.1K views 63 comments 3 points Most recent by Coach Natalie May 2Troubleshooting