Recent Discussions

Discussion List

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

  Announcement Coach Natalie 26 views 0 comments 0 points Started by Coach Natalie 4:30PM Current Online Banking Issues
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  NEW 8/21/26: America First Credit Union returns an FDP-102 error/No longer searchable

  Announcement Coach Natalie 220 views 0 comments 0 points Started by Coach Natalie August 21 Current Online Banking Issues
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  New Feature Alert: Spending Dashboard

  Announcement Closed Coach Natalie 424 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team
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  NEW 8/20/26: Bank of America - Health Accounts returns an FDP-192 error

  Announcement Coach Natalie 33 views 0 comments 0 points Started by Coach Natalie August 20 Current Online Banking Issues
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  Web Release 6.33.0

  Announcement Closed Coach Natalie 166 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team
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  Mobile Release 6.33.0

  Announcement Closed Coach Natalie 147 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team
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  New Feature Alert: Transaction Review

  Announcement Closed Coach Natalie 433 views 1 comment 0 points Most recent by Coach Natalie August 18Updates From the Product Team
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  August Bucket List

  Announcement Coach Natalie 137 views 7 comments 1 point Most recent by Coach Kristina August 16The Water Cooler
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  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
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  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
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  Valon mortgage error 170 (edited)

  M.B. 11 views 1 comment 0 points Most recent by Coach Natalie 8:25PMAdding and Updating Accounts
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  BMO Bank of Montreal returns FDP-102 error (edited)

  awfulhak 31 views 4 comments 0 points Most recent by awfulhak 8:16PMAdding and Updating Accounts
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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.9K views 37 comments 47 points Most recent by Eeesa 7:18PMReport Missing Financial Institution or Biller
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  Fidelity connection has not updated in 4 days (Care: 2505)

  disc2120 16 views 1 comment 0 points Most recent by Coach Natalie 7:17PMAdding and Updating Accounts
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  How to Apply a Global Change of Payees? (edited)

  Answered Dick_Davis 14 views 1 comment 0 points Most recent by Coach Natalie 7:07PMManaging Your Transactions
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  Manual Account not updating after transactions

  mamerica 69 views 12 comments 0 points Most recent by mamerica 5:56PMAdding and Updating Accounts
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  Calm and in Control Achievement Doesn't Seem To Count Mobile Use (edited)

  Snipes 148 views 13 comments 0 points Most recent by Coach Natalie 5:06PMTroubleshooting
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 99 views 6 comments 1 point Most recent by Snipes 4:47PMAdding and Updating Accounts
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  Please add FNB of Milaca

  Active Laurieonmll 28 views 2 comments 2 points Most recent by Coach Natalie 4:38PMReport Missing Financial Institution or Biller
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  Merged: Please add First National Bank of Milaca

  Closed cmurney 5 views 0 comments 1 point Started by cmurney 4:31PM Report Missing Financial Institution or Biller
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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  The Merg 655 views 58 comments 1 point Most recent by The Merg 3:28PMAdding and Updating Accounts
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  RESOLVED 8/24/26: Partners FCU returns code 401/"invalid_client"

  Closed Coach Jon 224 views 2 comments 0 points Most recent by Coach Natalie 2:25PMCurrent Online Banking Issues
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  RESOLVED 8/24/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR

  Closed Coach Jon 371 views 3 comments 0 points Most recent by Coach Natalie 2:25PMCurrent Online Banking Issues
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  UPDATED 8/24/26: Community America Credit Union FDP-103

  Announcement Coach Kristina 63 views 1 comment 0 points Most recent by Coach Natalie 2:16PMCurrent Online Banking Issues
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  When creating transaction Rules, account dropdown is blank

  Max Lin 60 views 7 comments 0 points Most recent by Coach Natalie 2:06PMReport a Bug
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 67 views 3 comments 8 points Most recent by EL1234 3:50AMFeature Requests
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  Annual Budget Plan

  MDZ 25 views 1 comment 0 points Most recent by SRC54 August 23Using the Spending Plan
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 209 views 22 comments 0 points Most recent by AJ Bryan August 23Adding and Updating Accounts
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  Target Circle Card: Category continuously resets to "Shopping" & half of transactions missing

  msl2424 28 views 2 comments 0 points Most recent by msl2424 August 22Adding and Updating Accounts
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  Please add PC Financial

  Active kangman 76 views 4 comments 5 points Most recent by thejustin2000 August 22Report Missing Financial Institution or Biller
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  Public API (edited)

  Active jlkweb12 5.6K views 76 comments 183 points Most recent by bandy August 22Feature Requests
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  Oklahoma 529 New Login URL

  jadam75 13 views 1 comment 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Total Cost for synced accounts is not editable anymore and doesn't get updated automatically

  mariafed 88 views 7 comments 0 points Most recent by Coach Kristina August 22Troubleshooting
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  Unable to add Cit Bank to Simplifi (edited)

  iflyhg 38 views 1 comment 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 125 views 11 comments 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Return basic functionality of loan tracking for offline loans.

  Nautical Lion 18 views 1 comment 1 point Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 4.7K views 151 comments 101 points Most recent by freyal12 August 22Report Missing Financial Institution or Biller
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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 5.8K views 121 comments 311 points Most recent by matt_quickin August 22Feature Requests
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  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 149 views 7 comments 17 points Most recent by matt_quickin August 22Feature Requests
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  Implement Passkeys (edited)

  Active AzMurph 896 views 32 comments 38 points Most recent by matt_quickin August 22Feature Requests