Online Banking

Discussion List

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  Importing History

  Answered ✓ Closed lynchbro 162 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 24 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 75 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 37 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  No PayPal transactions have downloaded since October

  Closed System 53 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 14 views 0 comments 3 points Most recent by Bob2763 February 5Feature Requests
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 40 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 54 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  New York State Deferred Compensati "You have already added all your accounts at this bank."

  Closed System 23 views 3 comments 0 points Most recent by Coach Natalie February 5Adding and Updating Accounts
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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 239 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 113 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 37 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 57 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 51 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  American Education Services - Care Code: FDP-530

  Closed atantillo 38 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 28 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 30 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 175 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 36 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 421 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 83 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 122 views 2 comments 2 points Most recent by EL1234 February 3Adding and Updating Accounts
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  NY529 now getting FDP-102 error (for about 1 week as of 1/29/2026)

  Closed ogl 108 views 4 comments 0 points Most recent by bleen February 3Adding and Updating Accounts
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  I'm getting error FDP-163 trying to connect to BMO Nesbitt Burns using Simplifi

  Closed smking 18 views 2 comments 0 points Most recent by smking February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 25 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 12 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  EQ Bank Error FDP-106

  Closed donnajean 208 views 14 comments 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Alerus connection STILL doesn’t work (FDP-103)

  Closed aariana 38 views 2 comments 0 points Most recent by aariana February 1Adding and Updating Accounts