Recent Discussions

Discussion List

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  Cannot get investment Performance to show anything

  Closed jbaker5400 60 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
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  Android App and Website Down?

  Closed Daedalus 34 views 1 comment 0 points Most recent by Coach Kristina March 7Troubleshooting
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  manual accounts still showing zero balance

  Closed sb87623 284 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
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  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 144 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Color-coding categories in Reports

  Active snowboardsurfer 84 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
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  Transportation Federal Credit Union

  Active dnutt 105 views 5 comments 1 point Most recent by Bob20782 March 7Report Missing Financial Institution or Biller
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  Balance history incorrect after removing/adding holding

  Closed bling 27 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting
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  California State Teachers Retirement at this time FDP-101 error (edited)

  Closed dawsondmd 7 views 1 comment 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  2

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  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 44 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
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  Tag list out of order on Web App

  Closed meoge 180 views 12 comments 1 point Most recent by Coach Jon March 6Report a Bug
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  ONGOING 3/6/26: HealthEquity returns an FDP-108 error

  Coach Natalie 959 views 1 comment 1 point Most recent by Coach Jon March 6Current Online Banking Issues
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  PayPal - Missing Credit Account (edited)

  Closed Monizrr 3.1K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  Closed System 780 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Saved Reports in Simplifi?

  Closed Kevin237 111 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
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  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
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  Members Alliance FCUGA (apcu.com) "We are unable to connect at this time" message - FDP-103 (edited)

  Closed RobWilk 49 views 2 comments 0 points Most recent by RobWilk March 6Report a Bug
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 50 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  FDP-101 error with Optum HSA account

  Closed System 41 views 2 comments 0 points Most recent by Coach Jon March 5Adding and Updating Accounts
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 79 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 15 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
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  Web Release 6.9.0

  Closed Coach Natalie 283 views 0 comments 1 point Most recent by Coach Natalie March 5Updates From the Product Team
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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 240 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  Mobile App: Ability to scroll, zoom, and view multiple pages in attachments (edited)

  Active newuser482 69 views 1 comment 3 points Most recent by Coach Natalie March 5Feature Requests
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  2

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  Save last used sort for investments portfolio (edited)

  Active disc2120 13 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
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  Specialized Loan Servicing FDP-102 error (edited)

  Closed RScott 171 views 9 comments 0 points Most recent by Coach Natalie March 5Adding and Updating Accounts
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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 54 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  new investing action suggestions (edited)

  Closed Hornet439 40 views 2 comments 0 points Most recent by neon45 March 5Investments
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  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  Closed L McGregor 72 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting
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  2
  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed Closed simplify39393 178 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 41 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started