Recent Discussions

Discussion List

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  Target Red Card - FDP-163 error (edited)

  Closed Lemfatale 102 views 6 comments 1 point Most recent by Lemfatale November 2025Adding and Updating Accounts
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  Matthews Asian Funds FDP-102 for 70 days (edited)

  Closed ericharrison83 21 views 4 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  No Consistent TIAA Connectivity for Months - FDP-106 error (edited)

  Closed Strategos 62 views 2 comments 1 point Most recent by shinkyo20 November 2025Adding and Updating Accounts
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  Issues connecting to Citi Cards (edited)

  Closed Mango2024 182 views 4 comments 0 points Most recent by RobWilk November 2025Adding and Updating Accounts
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  Spending plan expenses disappeared (edited)

  Closed Ruonline 21 views 1 comment 0 points Most recent by SRC54 November 2025Using the Spending Plan
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  Investments - CVS download

  Closed neon45 41 views 2 comments 0 points Most recent by neon45 November 2025Feedback
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 35 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
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  Advanced Filters not working in the Income & Expense Report

  Closed System 61 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Improve Budgeting Feature

  Closed eteam49ers 71 views 1 comment 3 points Most recent by Coach Jon November 2025Using the Spending Plan
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  Other Spend: Ability to select multiple categories for a total (edited)

  Active MikeZ 61 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  Adding new Care Credit account FDP-103 error

  Closed brownse1019 41 views 1 comment 1 point Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 41 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  UBS FDP-103 connection issues - any update? (edited)

  Answered ✓ Closed kash80 32 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 141 views 7 comments 12 points Most recent by RobWilk November 2025Feature Requests
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  Gobble Up Some Gratitude!

  Closed Coach Natalie 132 views 5 comments 1 point Most recent by DannyB November 2025The Water Cooler
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  Stash Invest getting 102 error

  Closed Scobee 41 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Delete Net Worth History? (edited)

  Closed lynchbro 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  How can a community member search for requests that are Active, Already Offered, etc?

  Closed System 21 views 2 comments 0 points Most recent by Coach Natalie November 2025Using the Community
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  Merged: Most used category list at top of web App

  Closed N4KHQ 1 view 0 comments 1 point Most recent by N4KHQ November 2025Feature Requests
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  Auto-release planned spend did not auto-release

  Closed MishaM 131 views 7 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  CIBC US New Login (Care Code: FDP-163)

  Closed myfriend 453 views 15 comments 3 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 5.3K views 125 comments 2 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  Active ChefKeith 81 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  How to use completed savings goals

  Answered ✓ Closed Mike B 71 views 4 comments 0 points Most recent by Mike B November 2025Feedback
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 62 views 2 comments 17 points Most recent by RobWilk November 2025Feature Requests
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  Do "Spaces" and "datasets" mean the same thing in Simplifi?

  Answered ✓ Closed DryHeat 41 views 5 comments 0 points Most recent by DryHeat November 2025Using Space Sharing
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  Exporting a Financial Snapshot

  Closed esender 82 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Editing Transaction in Investment account

  Closed Mark54 21 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Quicken code error results in prompt being redisplayed

  Closed DavidEatough 41 views 3 comments 0 points Most recent by Coach Jon November 2025Report a Bug