Recent Discussions

Discussion List

• 
  2

  Up Down
  Add a "Marked as Paid" indicator (edited)

  Active BadgerHat 15 views 1 comment 2 points Most recent by TwelveSilverPennies May 6Feature Requests
• 
  Raymond James FDP-102 (edited)

  michael_popovich 88 views 4 comments 0 points Most recent by Coach Jon May 6Adding and Updating Accounts
• 
  8

  Up Down
  Functionality to track Insurance Policies

  Active Skyfox675 165 views 4 comments 8 points Most recent by Jerristeve May 6Feature Requests
• 
  [ONGOING] 4/22/26: Freedom Mortgage - Loan Balance Positive Instead of Negative

  Coach Natalie 62 views 1 comment 3 points Most recent by Coach Natalie May 6Current Online Banking Issues
• 
  Synchrony Credit Cards FDP-103 error (edited)

  KDC1996 32 views 3 comments 0 points Most recent by KDC1996 May 6Report a Bug
• 
  How do I switch Venmo account from manual?

  Clarity!sGoal1 12 views 2 comments 0 points Most recent by DryHeat May 6Adding and Updating Accounts
• 
  68

  Up
  Please add OpenBank by Santander

  Active StephenB 1.5K views 62 comments 68 points Most recent by Dan23 May 6Report Missing Financial Institution or Biller
• 
  11

  Up
  Please Add Wise.com (aka Transferwise)

  In Review TonyT 517 views 19 comments 11 points Most recent by ScottMS May 6Report Missing Financial Institution or Biller
• 
  55

  Up Down
  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.7K views 41 comments 55 points Most recent by Simpli_User_101 May 5Feature Requests
• 
  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  annikalily 135 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
• 
  Apple Card not bringing in correct “appears on your Apple Card statement as”

  n2it 66 views 11 comments 0 points Most recent by n2it May 5Adding and Updating Accounts
• 
  Net Worth report showing zero on random day (edited)

  DryHeat 24 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting
• 
  15

  Up Down
  Ability to Archive Tags

  Active Mergim 111 views 10 comments 15 points Most recent by MishaM May 5Feature Requests
• 
  16

  Up Down
  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 151 views 15 comments 16 points Most recent by MishaM May 5Feature Requests
• 
  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Nate Simons 211 views 21 comments 0 points Most recent by Coach Jon May 5Adding and Updating Accounts
• 
  Missing Transactions (edited)

  cloud 1.8K views 149 comments 6 points Most recent by H Folk May 5Report a Bug
• 
  4

  Up Down
  Mobile App: Ability to customize the swipe actions (edited)

  Active kidd 35 views 2 comments 4 points Most recent by MishaM May 5Feature Requests
• 
  Merged: Bug Report

  Closed Pat H. 7 views 0 comments 0 points Started by Pat H. May 5 Report a Bug
• 
  Merged: Chat bot use (flaw) feedback

  Closed Tea Man Ken 6 views 0 comments 0 points Started by Tea Man Ken May 5 Report a Bug
• 
  Spending Plan information reset and disappearing

  jonathanstarward 23 views 1 comment 0 points Most recent by Coach Jon May 5Report a Bug
• 
  Manually entered transactions are not being matched to downloaded ones (edited)

  shely6875 99 views 13 comments 0 points Most recent by Coach Jon May 5Troubleshooting
• 
  [ONGOING] 4/21/26: Olympia Credit Union returns FDP-2102 error

  Coach Jon 19 views 1 comment 0 points Most recent by Coach Jon May 5Current Online Banking Issues
• 
  Cash flow usabilty improvement suggestions

  RobI 27 views 2 comments 0 points Most recent by Coach Natalie May 5Feedback
• 
  Only 2 of 10+ cleared transactions downloaded this morning (edited)

  Dan83 25 views 2 comments 1 point Most recent by Coach Natalie May 5Adding and Updating Accounts
• 
  Wealthsimple Account Linking Method Update

  Joccob 19 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
• 
  Forever Pending Transaction ?

  Answered ✓ neon45 28 views 3 comments 0 points Most recent by neon45 May 5Managing Your Transactions
• 
  Total Spending report data pre-filtered (edited)

  JSE 34 views 4 comments 0 points Most recent by JSE May 4Troubleshooting
• 
  Bank connection for my.vanguardplan.com (edited)

  jaredk821 17 views 1 comment 1 point Most recent by Coach Natalie May 4Adding and Updating Accounts
• 
  Amex Rewards Checking accounts: mapping of Payee field to Simplifi not correct

  skyblade42 33 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts
• 
  Error FDP-390/OAuth 2.0 Authorization Server with Discover (edited)

  Jeco 28 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts