Recent Discussions

Discussion List

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  CC Balance Transfer

  Answered ✓ Closed oreddie1 28 views 4 comments 0 points Most recent by UrsulaA May 2024Troubleshooting
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  Blue Federal Credit Union Error 105

  Closed mghubb 37 views 7 comments 0 points Most recent by mghubb May 2024Adding and Updating Accounts
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  Mohela Connection Issues (FDP102)

  Closed Pchamb1998 672 views 11 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  We're having trouble retrieving your dataset

  Closed JDLR80 62 views 9 comments 0 points Most recent by JDLR80 May 2024Troubleshooting
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  East Texas professional credit union 102 error

  Closed Wlmartin 16 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Income blocked from reports

  Closed JXXS 57 views 4 comments 0 points Most recent by JXXS May 2024Investments
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  Corebridge Financial - Financial institution name needs to be changed

  Closed Moving 2wards FIRE 60 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
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  Changing category of pending transaction creates duplicates?

  Closed Aranel 59 views 3 comments 0 points Most recent by Coach Natalie May 2024Managing Your Transactions
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  Daily spending report

  Closed TtTtTt 38 views 1 comment 1 point Most recent by Coach Natalie May 2024Feedback
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  Delete Account

  Closed jbar 81 views 3 comments 0 points Most recent by Coach Natalie May 2024Troubleshooting
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  Could you please help me connect to Coinbase?

  Closed Vijay V 1.8K views 4 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Merged: Bug in creating a Spending Plan/Planned Spending section

  Max1223 21 views 0 comments 0 points Started by Max1223 May 2024 Using the Spending Plan
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  Northway Bank Care Code: FDP-103

  Closed kferraro 98 views 20 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  15

  Up
  Request Paychex Flex for 401k

  In Review Up2theRight 544 views 21 comments 15 points Most recent by princely May 2024Report 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 2024Managing Your Transactions
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  Alight connection needs to be addressed

  Closed 1stDukeWellington 224 views 1 comment 2 points Most recent by Coach Kristina May 2024Feedback
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  TD Canada Trust Card Balance do not Match the Bank

  Closed debbeh 54 views 2 comments 0 points Most recent by debbeh May 2024Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 298 views 19 comments 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  Looking at Transactions Instead of Projected Cash Flow

  Closed pjgoeman 55 views 2 comments 1 point Most recent by Tina5757 May 2024Feedback
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  Recurring investment purchases were in bills but sometimes disappear

  Closed rmeav8er 33 views 3 comments 0 points Most recent by DannyB May 2024Bills and Income
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  How is the best way to handle a CD in Simplifi

  Answered ✓ Closed N4KHQ 104 views 2 comments 0 points Most recent by N4KHQ May 2024Adding and Updating Accounts
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  Poll question? mobile or web app? Which one do you use more?

  Closed FutureEye 124 views 16 comments 0 points Most recent by Coach Kristina May 2024How 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 2024 Feature Requests
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  Spending Plan not matching between mobile and web (mobile is wrong) [edited]

  Closed ArnieG 276 views 35 comments 2 points Most recent by Matt Y May 2024Troubleshooting
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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 2024 Feature 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 2024Feature Requests
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  18
  Edit ticker symbol and holdings

  Planned bobluck 166 views 11 comments 18 points Most recent by X. Tao May 2024Feature Requests
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  Improvement (Drastic?) in bank sync time

  Closed RobWilk 34 views 2 comments 2 points Most recent by SRC54 May 2024Feedback
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  Merged: Optum Financial HSA stopped connecting ( previously connecting )

  arvind 11 views 0 comments 0 points Started by arvind May 2024 Report a Bug
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  US Bank not updating with Finicity (edited)

  Closed Westwise 216 views 11 comments 0 points Most recent by Westwise May 2024Adding and Updating Accounts