Recent Discussions

Discussion List

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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 347 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts
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  Deleting completed Savings Goal corrupts previous months' Spending Plans

  Closed DryHeat 250 views 10 comments 0 points Most recent by DryHeat September 2025Using Savings Goals
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 88 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 686 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 60 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
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  FDP-109: Macy’s Connection Not Working, Reset Not Helping

  Closed nmnmnmnmn 85 views 6 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  I'm unable to connect my Progressive car insurance bill (edited)

  Closed rajarajan31 138 views 4 comments 0 points Most recent by Coach Natalie September 2025Bills and Income
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  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 24 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
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  Recent Update Unlinked Bills from Bill Connect (edited)

  Closed BigDogg 145 views 10 comments 1 point Most recent by Coach Jon September 2025Bills and Income
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 515 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  ONGOING 9/26/25: Sallie Mae Bank & Sallie Mae Loan return an FDP-105 error

  Coach Natalie 356 views 1 comment 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
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  Brand Spanking New

  Closed Melon_Collie 37 views 3 comments 2 points Most recent by SRC54 September 2025Introduce yourself!
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  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
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  Merged: Maryland 529

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

  Closed Dave L 25 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  OnePay CashRewards Card Support

  Answered ✓ Closed Nicabobolas 450 views 2 comments 1 point Most recent by Nicabobolas September 2025Adding and Updating Accounts
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  Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

  Closed mikehd 139 views 8 comments 0 points Most recent by SRC54 September 2025Introduce yourself!
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  Please update my username to wilbertseoane

  Closed wilbertseoane 37 views 2 comments 0 points Most recent by wilbertseoane September 2025Using the Community
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  Setting up fund accounts

  Answered ✓ Closed Julie V 53 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
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  Apple Card/Cash/Savings Not Syncing

  Closed AG1491 116 views 2 comments 0 points Most recent by AG1491 September 2025Adding and Updating Accounts
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  Merged: Filter by only the parent category

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

  Closed Banshee 16 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 25 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Citi Costco credit card shows slashed cloud (unavailable) even though updating. Why?

  Answered ✓ Closed DryHeat 100 views 5 comments 0 points Most recent by DannyB September 2025Feedback
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 13 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  ONGOING 9/24/25: Computershare returns an FDP-192 error

  Coach Natalie 275 views 1 comment -1 point Most recent by Coach Natalie September 2025Current Online Banking Issues
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  More functionality to Savings Goals

  Closed Jessica A 27 views 2 comments 2 points Most recent by DannyB September 2025Feedback
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  Aidvantage not supported

  Closed QuanYin4 85 views 2 comments 0 points Most recent by QuanYin4 September 2025Adding and Updating Accounts
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 388 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 42 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests