Recent Discussions

Discussion List

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  UBS Wealth Management - FDP-103 (edited)

  Closed kash80 45 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Is deleting transaction history permanent? (edited)

  Closed lynchbro 53 views 4 comments 0 points Most recent by Coach Jon October 2025Managing Your Transactions
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  Human Interest FDP-105 Constantly happening

  Closed Jester169 42 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  "Oops! Something went wrong error" when viewing transactions with new register (edited)

  Closed RobWilk 62 views 6 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Can I pay bills with Simplifi?

  Answered ✓ Closed dhdurgee 89 views 1 comment 0 points Most recent by SRC54 October 2025Bills and Income
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  Automatically delete $0 reminders that are "past due" [Edited]

  Active EL1234 21 views 1 comment 4 points Most recent by MishaM October 2025Feature Requests
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  13

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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 262 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Bill Connect for Credit Card: Statement Amount Is Not Counting Some Transactions

  Closed System 151 views 11 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Stripe Payment not matching Invoice due to processing fee (edited)

  Closed GuerillaTime68 184 views 14 comments 0 points Most recent by GuerillaTime68 October 2025General Troubleshooting
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  American Express Care Code: 324

  Closed halletts 97 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  17

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  Planned Spending Expense Series - Allow $0.00 Amount

  Active molehill6804 194 views 11 comments 17 points Most recent by DannyB October 2025Feature Requests
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  Future payment series show up as client credits

  Closed sidewalkboots 42 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 61 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 51 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Simplify - Ally Bank no longer connecting (request-body-field-unsupported)

  Closed mint_to_ 45 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Credit Union of Colorado - FDP-106 error (edited)

  Closed Knogeo 72 views 5 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  NMBT transition to UMB Bank

  Closed dont 21 views 2 comments 0 points Most recent by dont October 2025Adding and Updating Accounts
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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 68 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  Amex 401 error

  Closed jason2 41 views 3 comments 0 points Most recent by jason2 October 2025Adding and Updating Accounts
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  Zillow Integration: Share your feedback here!

  Closed Coach Natalie 1.2K views 71 comments 2 points Most recent by Coach Natalie October 2025Feedback
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  Zillow address not found

  Closed kwillg 156 views 11 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Zillow address not found

  Closed gtseamus 82 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Web Release 4.79.0

  Closed Coach Natalie 341 views 0 comments 2 points Most recent by Coach Natalie October 2025Updates From the Product Team
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 101 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
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  Add J. Crew card managed by Synchrony Financial

  Active JCG2042 11 views 0 comments 2 points Most recent by JCG2042 October 2025Report Missing Financial Institution or Biller
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  Mobile Release 5.41.0

  Closed Coach Natalie 291 views 0 comments 1 point Most recent by Coach Natalie October 2025Updates From the Product Team
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  When will Health Equity issue not syncing investment account be fixed?

  Answered ✓ Closed ZeeBo22 101 views 5 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 52 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Can't delete a tag

  Closed WB1742 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Troubleshooting
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  Editing Transactions for Previous Months is Insanely Frustrating

  Closed SirCharles 22 views 1 comment 0 points Most recent by RobWilk October 2025Troubleshooting