Online Banking

Discussion List

• 
  1

  Up
  Smart-Choice Accounts HSA/FSA

  In Review Skyfox675 59 views 1 comment 1 point Most recent by WEH38618 August 2022Report Missing Financial Institution
• 
  Wells Fargo connection doesn't stick

  Closed Loucas Morgan 39 views 14 comments 0 points Most recent by Loucas Morgan August 2022Adding and Updating Accounts
• 
  Projected Cash Flow / Balance with Pending Wrong with BOA Synced Accounts

  Closed captbunzo 28 views 2 comments 0 points Most recent by Coach Natalie August 2022Troubleshooting
• 
  Discover Card still not working

  Closed JimJulie 30 views 1 comment 0 points Most recent by Coach Natalie August 2022Adding and Updating Accounts
• 
  3

  Up
  Need Petal Credit Card

  In Review cconrado90 101 views 6 comments 3 points Most recent by Douten August 2022Report Missing Financial Institution
• 
  Dovenmuehle Mortgage No Longer Connecting

  Closed Havensd74 21 views 2 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  Optum Financial 2FA doesn't seem to be working for me

  Closed Havensd74 63 views 22 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  Venmo issues!

  Closed Sydsef 65 views 3 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  On Simplifi Dashboard, show time since last refresh per account and provide ability to initiate sync

  Answered ✓ Closed Startfish 12 views 1 comment 2 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  All My Accounts are now supported by Simplifi!

  Closed RobWilk 30 views 2 comments 2 points Most recent by Coach Natalie July 2022Share your Success!
• 
  Amazon Prime Store Card not getting pending transactions to appear

  Closed jsebagh 23 views 1 comment 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  23

  Up Down
  Avoid MFA every single time, by using “remember this device” feature

  Active Kalkrish 133 views 5 comments 23 points Most recent by RobWilk July 2022Feature Requests
• 
  When will Simplifi use Bank of America's more secure and convenient OAuth API?

  Answered ✓ Closed khad 100 views 5 comments 0 points Most recent by SeattleGuy July 2022Adding and Updating Accounts
• 
  Why are my Discover credit card transactions appearing as both expenses and income?

  Closed clawrimore 63 views 9 comments 0 points Most recent by clawrimore July 2022Adding and Updating Accounts
• 
  Pershing, LLC 2FA

  Closed DannyB 37 views 7 comments 0 points Most recent by DannyB July 2022Adding and Updating Accounts
• 
  Why does my daily transactions from Chime not show at all?

  Answered ✓ Closed pfwelch 27 views 1 comment 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  Venmo transaction names don't include the payee

  Closed randominseattle 54 views 9 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  CrossCountry Mortgage connection

  Answered ✓ Closed TheNigerianPrince 12 views 1 comment 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  How to link my bank

  Answered ✓ Closed vivianroser02 18 views 2 comments 0 points Most recent by Flopbot July 2022Adding and Updating Accounts
• 
  CENTRA Credit Union has Upgraded their Online Tools -- can Simplifi ensure it works?

  Closed Mike T 11 views 5 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  Transactions Not Matching Bank

  Closed PatchKNO 25 views 5 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  American express additional accounts only show pending transactions

  Closed randominseattle 13 views 2 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts