Recent Discussions

Discussion List

• 
  Pending vs. Cleared transactions

  Closed tim40 97 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
• 
  Navy FCU : FDP-105

  Closed RobWilk 16 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  TD Canada Trust connection issue

  Closed System 28 views 2 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Trying to login to Raymond James returns a multi-authentication error (Care Code: FDP-187 & FDP-103)

  Closed MJSJ 216 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Merged: United Wholesale Mortgage Servicing

  Closed blazyt 1 view 0 comments 1 point Most recent by blazyt November 2025Report Missing Financial Institution or Biller
• 
  Connection error for Prudential FDP-102 (edited)

  Closed ctanenbaum 214 views 21 comments 0 points Most recent by ctanenbaum November 2025Adding and Updating Accounts
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 132 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 209 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
• 
  2

  Up Down
  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 80 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Merged: Over time breakdown by subcategory

  Closed jdreddaway 1 view 0 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  Gemini account not linking credit card

  Closed GF-2025 1.2K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
• 
  Investments Performance tab not displaying correctly.

  Closed jgo 105 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.6K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: Ability to create rules based on multiple keys

  Closed ferrulli 1 view 0 comments 1 point Most recent by ferrulli November 2025Feature Requests
• 
  Imprint - new credit card servicing Crate and Barrel (edited)

  Closed LW2000 682 views 14 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  9

  Up Down
  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 43 views 5 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Freedom Mortgage Technical Error 11000

  Closed KTercha 131 views 9 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
• 
  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 233 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
• 
  Merged: Alight Nightwing

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
• 
  Merged: Alight RTX

  Closed michaeljcampbell 1 view 0 comments 1 point Most recent by michaeljcampbell November 2025Report Missing Financial Institution or Biller
• 
  1

  Up
  Kades Margolis

  Active Jason Csanyi 1 view 0 comments 1 point Most recent by Jason Csanyi November 2025Report Missing Financial Institution or Biller
• 
  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 70 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 173 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  Link Reminders to manual transaction entries

  Closed mlemon 20 views 2 comments 1 point Most recent by RobWilk November 2025Feedback
• 
  Citi Shop Your Way Migration Broken

  Closed Mike472782 179 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Broken Connection: Coastal Federal Credit Union (FDP-163)

  Closed pmoeller 13 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  17

  Up
  Questrade Brokerage - Canada

  Active bytingbitnoodles 384 views 13 comments 17 points Most recent by ryanflemington November 2025Report Missing Financial Institution or Biller
• 
  New Synchrony Login 11/3/2025

  Closed Antoun 76 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts