Recent Discussions

Discussion List

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  Merged: Add Industry Standard MFA Options

  Closed colearseneault3 11 views 0 comments 0 points Most recent by colearseneault3 October 2025Feature Requests
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  Unable to view Web App Version from mobile web browser

  Closed System 271 views 17 comments 0 points Most recent by RobWilk October 2025Report a Bug
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 401 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Auto Loan Shows as a Positive Value (edited)

  Closed MikeZ 304 views 10 comments 0 points Most recent by MikeZ October 2025Troubleshooting
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  Simplifi has the worst customer service

  Closed BrandonG 321 views 16 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Dodge & Cox Funds FDP-108 error (edited)

  Closed Matt Anfang 21 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 44 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
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  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 211 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 182 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 41 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 161 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 452 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  15
  Bill Connect: Chase Credit Cards (edited)

  Completed Closed Jaydam 291 views 7 comments 15 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
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  4

  Up Down
  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 62 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  6

  Up Down
  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 131 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Quicken AI - What is the benefit?

  Closed DannyB 332 views 6 comments 0 points Most recent by SRC54 October 2025Feedback
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  Merged: Can’t connect HealthEquity

  Closed JTubb 1 view 0 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
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  Web Releases 4.78.0 & 4.78.1

  Closed Coach Natalie 251 views 0 comments 1 point Most recent by Coach Natalie October 2025Updates From the Product Team
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  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 41 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  "Notes" cannot be updated from Transactions page

  Closed ag123 41 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  American Express Connection Acting Up But Working

  Closed SRC54 22 views 1 comment 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Year over year Monthly Reports

  Closed DCDaveC 11 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
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  Stripe is not updating at all, if I disconnect the account make a new connection everything downloa

  Closed Drummer Boy Condo 32 views 1 comment 0 points Most recent by Coach Natalie October 2025General Troubleshooting
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  "Saved for goals" shows $0

  Closed System 21 views 3 comments 0 points Most recent by Etch44 October 2025Report a Bug
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  Lost connection to Bank of America Card

  Closed N4KHQ 11 views 0 comments 1 point Most recent by N4KHQ October 2025Adding and Updating Accounts
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  Foreign share market share price updates

  Closed Mining Limey 21 views 1 comment 2 points Most recent by SRC54 October 2025Feedback
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  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 121 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Can we link 2 separate people's accounts under the same Bank?

  Closed ag123 52 views 2 comments 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Another issue with Wex (/Discovery) FDP-106 error (edited)

  Closed mdcooper88 12 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  TD Canada Trust - FDP-105 Error - Unable to Connect

  Closed DK777 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts