Recent Discussions

Web Release 6.34.0

Announcement Closed Coach Natalie 74 views 0 comments 0 points Started by Coach Natalie 9:35PM Updates From the Product Team

Mobile Release 6.34.0

Announcement Closed Coach Natalie 61 views 0 comments 0 points Started by Coach Natalie 9:25PM Updates From the Product Team

NEW 8/24/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors

Announcement Coach Natalie 128 views 0 comments 0 points Started by Coach Natalie August 24 Current Online Banking Issues

NEW 8/21/26: America First Credit Union returns an FDP-102 error/No longer searchable

Announcement Coach Natalie 349 views 0 comments 0 points Started by Coach Natalie August 21 Current Online Banking Issues

New Feature Alert: Spending Dashboard

Announcement Closed Coach Natalie 488 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team

NEW 8/20/26: Bank of America - Health Accounts returns an FDP-192 error

Announcement Coach Natalie 39 views 0 comments 0 points Started by Coach Natalie August 20 Current Online Banking Issues

New Feature Alert: Transaction Review

Announcement Closed Coach Natalie 459 views 1 comment 0 points Most recent by Coach Natalie August 18Updates From the Product Team

August Bucket List

Announcement Coach Natalie 144 views 7 comments 1 point Most recent by Coach Kristina August 16The Water Cooler

How to post to the Community

Announcement Closed Coach Kathryn 1.3K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 318 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

New Feature Alert: Transaction Details

Announcement Coach Janean 53 views 0 comments 0 points Started by Coach Janean 11:10PM Updates From the Product Team

I have not been able to connect my American Funds IRA account for over 6 weeks - FDP-103 (edited)

kimjady 38 views 2 comments 0 points Most recent by kimjady 9:40PMAdding and Updating Accounts

How to Apply a Global Change of Payees? (edited)

Answered Dick_Davis 41 views 5 comments 0 points Most recent by EL1234 8:47PMManaging Your Transactions

Paypal Credit MasterCard Not Syncing/Adding (edited)

Jrunner01 103 views 11 comments 0 points Most recent by Coach Natalie 8:20PMAdding and Updating Accounts

Credit card reminder for Elan is not being updated with the payment due amount (edited)

RobI 39 views 3 comments 0 points Most recent by Coach Natalie 7:42PMBills and Income

2

Mobile App: Don't cut off Category Names when searching the Categories list on transactions

Active Flopbot 236 views 10 comments 2 points Most recent by Flopbot 3:38PMFeature Requests

Indigo Mastercard FDP-102 (edited)

RobWilk 24 views 2 comments 1 point Most recent by RobWilk 3:01PMAdding and Updating Accounts

Empower Accounts - Not finding my 3 IRA's or HYS (edited)

joda2021 36 views 6 comments 0 points Most recent by Coach Natalie 2:45PMAdding and Updating Accounts

6

Mobile App: Dashboard Card Options - Small/Medium/Large (edited)

Active bobluck 57 views 2 comments 6 points Most recent by Coach Natalie 2:42PMFeature Requests

3

Mobile App: Open keyboard automatically to search for Payee when clicking on Payee field (edited)

Completed yippinyahoo 38 views 1 comment 3 points Most recent by Coach Natalie 2:36PMFeature Requests

ONGOING 8/26/26: Apple Savings - Inverse Balance

Coach Natalie 267 views 2 comments 0 points Most recent by Coach Natalie 2:07PMCurrent Online Banking Issues

BMO Bank of Montreal returns FDP-102 error (edited)

awfulhak 67 views 8 comments 0 points Most recent by Coach Natalie 2:00PMAdding and Updating Accounts

Add my.vanguardplan.com

sgreenstonenj 43 views 11 comments 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts

add X Money integration

Steve618 55 views 4 comments 2 points Most recent by Coach Natalie August 25Adding and Updating Accounts

More Banks added to sync, like PC Financial and MBNA (edited)

Bjnorthup98 17 views 1 comment 1 point Most recent by Coach Natalie August 25Adding and Updating Accounts

4

Keep recurring name separate from payee name (edited)

Active Stranger0715 36 views 2 comments 4 points Most recent by SRC54 August 25Feature Requests

Verizon Visa Card and Robinhood - Error icon and no transactions (edited)

Vijay V 17 views 1 comment 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts

When creating transaction Rules, account dropdown is blank

Max Lin 80 views 10 comments 0 points Most recent by SRC54 August 25Report a Bug

Fidelity connection has not updated in 4 days (Care: 2505)

disc2120 45 views 3 comments 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts

1

Allow a Credit Score for non-US users (edited)

Active Bjnorthup98 10 views 0 comments 1 point Started by Bjnorthup98 August 25 Feature Requests

Principal Financial Group - balances not updating unless a reset is performed (edited)

rjg5060 133 views 13 comments 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts

HSA Bank - HSA Invest account is missing/no holdings data (edited)

The Merg 673 views 59 comments 1 point Most recent by The Merg August 25Adding and Updating Accounts

Regarding the inability to get the correct information for cost basis in Fidelity Accounts

Robert345678 24 views 2 comments 0 points Most recent by Robert345678 August 25Feedback

Valon mortgage error 170 (edited)

M.B. 17 views 1 comment 0 points Most recent by Coach Natalie August 24Adding and Updating Accounts

47

Ability to sync Webull Investment Data with Simplifi

In Review millerdj94 1.9K views 37 comments 47 points Most recent by Eeesa August 24Report Missing Financial Institution or Biller

Manual Account not updating after transactions

mamerica 76 views 12 comments 0 points Most recent by mamerica August 24Adding and Updating Accounts

Calm and in Control Achievement Doesn't Seem To Count Mobile Use (edited)

Snipes 162 views 13 comments 0 points Most recent by Coach Natalie August 24Troubleshooting

Bank of America - Health Accounts FDP-192 error (edited)

Snipes 115 views 6 comments 1 point Most recent by Snipes August 24Adding and Updating Accounts

2

Please add FNB of Milaca

Active Laurieonmll 30 views 2 comments 2 points Most recent by Coach Natalie August 24Report Missing Financial Institution or Biller

Merged: Please add First National Bank of Milaca

Closed cmurney 5 views 0 comments 1 point Started by cmurney August 24 Report Missing Financial Institution or Biller

Recent Discussions

Discussion List

Categories

Popular Tags