Recent Discussions

Discussion List

• 
  New Feature Alert: Source Column for Transactions!

  Announcement Closed Coach Natalie 235 views 0 comments 0 points Started by Coach Natalie September 18 Updates From the Product Team
• 
  Web Release 6.37.0

  Announcement Closed Coach Natalie 156 views 0 comments 0 points Started by Coach Natalie September 17 Updates From the Product Team
• 
  NEW 9/16/26: US Bank returns an FDP-105 / FI_WEBSITE_UNAVAILABLE error

  Announcement Coach Aldair 74 views 0 comments 1 point Started by Coach Aldair September 16 Current Online Banking Issues
• 
  Mobile Release 6.37.0

  Announcement Closed Coach Natalie 164 views 0 comments 0 points Started by Coach Natalie September 16 Updates From the Product Team
• 
  New Feature Alert: Set a Time Range for Your Watchlists!

  Announcement Closed Coach Natalie 178 views 0 comments 0 points Started by Coach Natalie September 11 Updates From the Product Team
• 
  What is Your Preferred Beverage in the Morning?

  Announcement Coach Kristina 116 views 5 comments 1 point Most recent by Coach Natalie September 3The 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 325 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
• 
  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 424 views 24 comments 1 point Most recent by Coach Natalie 4:50PMAdding and Updating Accounts
• 
  Merrill Lynch FDP-105 Error

  MightyIrish 9 views 1 comment 0 points Most recent by Coach Natalie 3:08PMAdding and Updating Accounts
• 
  TastyTrade - TastyWorks - Care code: FDP-185

  AsyncC 8 views 0 comments 0 points Started by AsyncC 2:29PM Adding and Updating Accounts
• 
  California Coast credit card balance showing as positive number

  ihavehissyfits 16 views 1 comment 0 points Most recent by Coach Natalie 2:10PMAdding and Updating Accounts
• 
  1

  Up
  Please add SCE to available billers

  ihavehissyfits 16 views 1 comment 1 point Most recent by Coach Natalie 2:08PMReport Missing Financial Institution or Biller
• 
  Rules Feature Still Not working Reliably?

  Eric D 131 views 7 comments 0 points Most recent by SRC54 1:37PMTroubleshooting
• 
  Duplicate credit card account and blank transactions (edited)

  Randy17485 17 views 0 comments 0 points Started by Randy17485 1:06PM Troubleshooting
• 
  Accounting for Splitwise transactions on Simplifi

  rgonzalez 54 views 5 comments 0 points Most recent by rgonzalez 12:00PMBills and Income
• 
  updates to transaction not saving photo attachments

  SMur 10 views 0 comments 0 points Started by SMur 9:27AM Troubleshooting
• 
  141

  Up Down
  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.9K views 54 comments 141 points Most recent by defiantsnack000 4:26AMFeature Requests
• 
  272

  Up Down
  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.7K views 72 comments 272 points Most recent by DryHeat 1:55AMFeature Requests
• 
  16

  Up Down
  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 203 views 13 comments 16 points Most recent by mythdirection September 21Feature Requests
• 
  4

  Up Down
  Web App: Ability to see just the amounts in the Projected Cash Flow (like Mobile) [edited]

  Active wmurph011 21 views 2 comments 4 points Most recent by Coach Natalie September 21Feature Requests
• 
  Merged: Show projected cash flow balance in Web as done on mobile

  Closed BrandonH 2 views 0 comments 1 point Started by BrandonH September 21 Feature Requests
• 
  New Feature Alert: Transaction Review

  Announcement Closed Coach Natalie 565 views 2 comments 0 points Most recent by Coach Natalie September 21Updates From the Product Team
• 
  102

  Up
  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 5.1K views 153 comments 102 points Most recent by MightyIrish September 21Report Missing Financial Institution or Biller
• 
  Quicken Simplifi - FDP-101 with WSECU

  rockrobster 46 views 3 comments 1 point Most recent by Coach Natalie September 21Adding and Updating Accounts
• 
  Accessibility failures in Simplifi (flashing, motion, keyboard navigation)

  soupontherocks 29 views 2 comments 0 points Most recent by Coach Natalie September 21Feedback
• 
  Persistent Error 102 When Connecting Stash Account - Quicken Simplifi

  macanach 326 views 19 comments 0 points Most recent by Coach Natalie September 21Adding and Updating Accounts
• 
  UPDATED 9/21/26: Mobile App Slowness

  Announcement Coach Natalie 211 views 1 comment 0 points Most recent by Coach Natalie September 21Known Product Issues
• 
  2

  Up Down
  Integrate with ChatGPT (edited)

  Active hokuto 115 views 3 comments 2 points Most recent by Coach Natalie September 21Feature Requests
• 
  Add a feature to hide just the meta totals, not every account total [Edited]

  FabianW 30 views 1 comment 1 point Most recent by Coach Natalie September 21Feedback
• 
  Need the option for quarterly budgeting notifications

  hyoussef7471 19 views 1 comment 0 points Most recent by SRC54 September 21Using the Spending Plan
• 
  Merged: ChatGPT Integration / Plugin for Quicken Simplifi

  Closed SkierJerry 17 views 0 comments 1 point Started by SkierJerry September 20 Feature Requests
• 
  Mobile App is slow and buggy (edited)

  Bosco 29 views 1 comment 0 points Most recent by Coach Kristina September 20Troubleshooting
• 
  Spending Dashboard: Share your feedback here!

  Announcement Coach Natalie 2.7K views 146 comments 1 point Most recent by PJLmoney September 20Feedback
• 
  72

  Up Down
  Ability to remove tags during bulk edit

  Active Norm6257 1.4K views 50 comments 72 points Most recent by spamwich September 20Feature Requests
• 
  7

  Up Down
  Add the 'Flag' filter option back to reports (edited)

  Active julietvictor 65 views 2 comments 7 points Most recent by Coach Kristina September 20Feature Requests
• 
  3
  Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)

  In Progress khad 7.5K views 119 comments 3 points Most recent by dhoydic September 20Feature Requests
• 
  Mobile: When a pending transaction is moved to cleared, a blank field is left behind. (Edited)

  Aconserv 61 views 1 comment 0 points Most recent by Coach Aldair September 19Troubleshooting