Recent Discussions

Discussion List

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  Colonial Savings - Cannot Connect - New Mortgage Servicing Platform

  Closed ladlenits 187 views 17 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  FDP-103 error connecting to Pershing LLC

  Closed johnl 41 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Spending Plan: Transfers and Credit Card Payments - How do you use it?

  Answered ✓ Closed JoshIAllen 168 views 1 comment 0 points Most recent by DannyB May 2024Using the Spending Plan
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  New to Simplifi: Unable to Access Merrill Lynch FDP-103 error

  Closed cuitcny 145 views 5 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Issues With Wells Fargo Credit Card

  Closed JayBlank 358 views 6 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Mobile App: Ability to create "Subscriptions" from existing transactions [edited] (1 Merged Vote)

  Completed Closed tapierce 112 views 10 comments 6 points Most recent by Coach Natalie May 2024Feature Requests
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  Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

  Active SimplyB33 259 views 4 comments 10 points Most recent by Proche May 2024Feature Requests
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  Merged: Sofi Vaults

  Proche 1 view 0 comments 1 point Started by Proche May 2024 Feature Requests
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  Ameritas Retirement Care Code: FDP-101

  Closed Ant-Money 106 views 12 comments 0 points Most recent by Ant-Money May 2024Adding and Updating Accounts
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  Rollover enabled yet?

  Closed thaJack 23 views 1 comment 0 points Most recent by DannyB May 2024Using the Spending Plan
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  Missing Transaction from Fidelity 401k contributions.

  Closed Another Stephen 90 views 6 comments 0 points Most recent by Another Stephen May 2024Adding and Updating Accounts
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  Cannot connect to Morgan Stanley stock plan connect (error FDP-196)

  Closed RayBen 2K views 45 comments 7 points Most recent by mark95tt May 2024Adding and Updating Accounts
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  FDP-101 error from Midwest Loan Services

  Closed christpherr 122 views 11 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Setting up split categories for recurring Bills

  Answered ✓ Closed bbauernf 75 views 1 comment 1 point Most recent by RobWilk May 2024Bills and Income
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  What happens to extra income, or when I overspend on my budget?

  Answered ✓ Closed spal255 323 views 4 comments 0 points Most recent by EL1234 May 2024Using the Spending Plan
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  Add Zia Credit Union

  Active MomtheManager 5 views 0 comments 1 point Started by MomtheManager May 2024 Report Missing Financial Institution
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  Link a reminder to a transaction in a manual account

  Answered ✓ Closed Ant-Money 52 views 2 comments 0 points Most recent by Ant-Money May 2024Managing Your Transactions
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  Web Release 4.9.0

  Closed Coach Natalie 657 views 0 comments 2 points Started by Coach Natalie May 2024 Updates From the Product Team
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  Sort "Accounts" in filter selection.

  Closed QuantumWest 60 views 2 comments 1 point Most recent by Coach Jon May 2024Report a Bug
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  Merged: Add "Sort" function to Spending Plan for Displayed Expenses

  Kgo 1 view 0 comments 1 point Started by Kgo May 2024 Feature Requests
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  Refund tracker only shows account that transaction was originally made in

  Closed onlyme 55 views 7 comments 0 points Most recent by Coach Natalie May 2024Report a Bug
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  Wells Fargo Credit Cards Not Connecting

  Closed nomoneynomore 27 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Fidelity Visa Credit Card hasn't pulled in any of my transactions (edited)

  Closed sca1178 63 views 2 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Incorrect account balances when transferring between bank accounts

  Closed Bernardo 44 views 3 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 370 views 25 comments 56 points Most recent by Jerrod May 2024Feature Requests
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  How do I identify a credit card payment on a manual account?

  Answered ✓ Closed Lee123 56 views 4 comments 0 points Most recent by DannyB May 2024Adding and Updating Accounts
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  Missing Income Transaction

  Closed dhpeter 108 views 13 comments 0 points Most recent by RJ_ May 2024Troubleshooting
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  Quicken login page says "It looks like you're offline".

  Closed cjean 84 views 1 comment 0 points Most recent by Coach Jon May 2024Report a Bug
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  Mobile Releases 5.4.0 & 5.4.1

  Closed Coach Natalie 347 views 0 comments 1 point Started by Coach Natalie May 2024 Updates From the Product Team
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  American Express Canada FDP-103 error (edited)

  Closed BigK75 49 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts