Recent Discussions

Discussion List

• 
  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 218 views 10 comments 0 points Most recent by DryHeat September 2025Using Savings Goals
• 
  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 82 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
• 
  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 673 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
• 
  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 44 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
• 
  FDP-109: Macy’s Connection Not Working, Reset Not Helping

  Closed nmnmnmnmn 67 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  I'm unable to connect my Progressive car insurance bill (edited)

  Closed rajarajan31 115 views 4 comments 0 points Most recent by Coach Natalie September 2025Bills and Income
• 
  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 18 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
• 
  Recent Update Unlinked Bills from Bill Connect (edited)

  Closed BigDogg 122 views 10 comments 1 point Most recent by Coach Jon September 2025Bills and Income
• 
  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 449 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  [ONGOING] 9/12/25: Sallie Mae Bank & Sallie Mae Loan return an FDP-105 error

  Coach Natalie 310 views 1 comment 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
• 
  Brand Spanking New

  Closed Melon_Collie 33 views 3 comments 2 points Most recent by SRC54 September 2025Introduce yourself!
• 
  Merged: Dashboard and Menu Configuration (Allow me to hide what I don't use or share)

  Closed dmherm 1 view 0 comments 1 point Most recent by dmherm September 2025Feature Requests
• 
  Merged: Maryland 529

  Closed JustinK 1 view 0 comments 1 point Most recent by JustinK September 2025Report Missing Financial Institution or Biller
• 
  Merrill Edge Returning FDP-105 (edited)

  Closed Dave L 23 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  OnePay CashRewards Card Support

  Answered ✓ Closed Nicabobolas 412 views 2 comments 1 point Most recent by Nicabobolas September 2025Adding and Updating Accounts
• 
  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 117 views 8 comments 0 points Most recent by SRC54 September 2025Introduce yourself!
• 
  Please update my username to wilbertseoane

  Closed wilbertseoane 33 views 2 comments 0 points Most recent by wilbertseoane September 2025Using the Community
• 
  Setting up fund accounts

  Answered ✓ Closed Julie V 57 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
• 
  Apple Card/Cash/Savings Not Syncing

  Closed AG1491 88 views 2 comments 0 points Most recent by AG1491 September 2025Adding and Updating Accounts
• 
  Merged: Filter by only the parent category

  Closed wilbertseoane 1 view 0 comments 1 point Most recent by wilbertseoane September 2025Feature Requests
• 
  Planned spend rollover amounts mysteriously changed (edited)

  Closed Banshee 14 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
• 
  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 27 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Citi Costco credit card shows slashed cloud (unavailable) even though updating. Why?

  Answered ✓ Closed DryHeat 92 views 5 comments 0 points Most recent by DannyB September 2025Feedback
• 
  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 15 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
• 
  [ONGOING] 9/10/25: Computershare returns an FDP-192 error

  Coach Natalie 234 views 1 comment -1 point Most recent by Coach Natalie September 2025Current Online Banking Issues
• 
  More functionality to Savings Goals

  Closed Jessica A 24 views 2 comments 2 points Most recent by DannyB September 2025Feedback
• 
  Aidvantage not supported

  Closed QuanYin4 65 views 2 comments 0 points Most recent by QuanYin4 September 2025Adding and Updating Accounts
• 
  3

  Up Down
  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 330 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
• 
  4

  Up Down
  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 48 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
• 
  Summer is almost over! Share your stories!

  Closed Coach Jon 116 views 8 comments 0 points Most recent by TheReal702 September 2025The Water Cooler