Online Banking

Discussion List

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  Wells Fargo connection doesn't stick

  Closed Loucas Morgan 87 views 14 comments 0 points Most recent by Loucas Morgan August 2022Adding and Updating Accounts
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  Projected Cash Flow / Balance with Pending Wrong with BOA Synced Accounts

  Closed captbunzo 65 views 2 comments 0 points Most recent by Coach Natalie August 2022Troubleshooting
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  Discover Card still not working

  Closed JimJulie 55 views 1 comment 0 points Most recent by Coach Natalie August 2022Adding and Updating Accounts
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  Dovenmuehle Mortgage No Longer Connecting

  Closed Havensd74 22 views 2 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  Optum Financial 2FA doesn't seem to be working for me

  Closed Havensd74 89 views 22 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  Venmo issues!

  Closed Sydsef 92 views 3 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  On Simplifi Dashboard, show time since last refresh per account and provide ability to initiate sync

  Answered ✓ Closed Startfish 22 views 1 comment 2 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  All My Accounts are now supported by Simplifi!

  Closed RobWilk 62 views 2 comments 2 points Most recent by Coach Natalie July 2022Share your Success!
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  Amazon Prime Store Card not getting pending transactions to appear

  Closed jsebagh 95 views 1 comment 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  When will Simplifi use Bank of America's more secure and convenient OAuth API?

  Answered ✓ Closed khad 184 views 5 comments 0 points Most recent by SeattleGuy July 2022Adding and Updating Accounts
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  Why are my Discover credit card transactions appearing as both expenses and income?

  Closed clawrimore 75 views 9 comments 0 points Most recent by clawrimore July 2022Adding and Updating Accounts
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  Pershing, LLC 2FA

  Closed DannyB 42 views 7 comments 0 points Most recent by DannyB July 2022Adding and Updating Accounts
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  Why does my daily transactions from Chime not show at all?

  Answered ✓ Closed pfwelch 115 views 1 comment 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  Venmo transaction names don't include the payee

  Closed randominseattle 183 views 9 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  CrossCountry Mortgage connection

  Answered ✓ Closed TheNigerianPrince 40 views 1 comment 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  How to link my bank

  Answered ✓ Closed vivianroser02 11 views 2 comments 0 points Most recent by Flopbot July 2022Adding and Updating Accounts
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  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
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  Transactions Not Matching Bank

  Closed PatchKNO 22 views 5 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
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  American express additional accounts only show pending transactions

  Closed randominseattle 11 views 2 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts
• 
  Duplicate Transactions. Anyone else?

  Answered ✓ Closed LtDan1912 115 views 4 comments 0 points Most recent by LtDan1912 July 2022Adding and Updating Accounts
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  Pending transactions being double-counted in balance (edited)

  Closed RobWilk 75 views 2 comments 0 points Most recent by RobWilk July 2022Adding and Updating Accounts
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  AMEX Pending Transactions Not Clearing?

  Answered ✓ Closed AutoJunkie 34 views 3 comments 0 points Most recent by Coach Natalie July 2022Adding and Updating Accounts