Recent Discussions

Discussion List

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

  Announcement Coach Natalie 66 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 277 views 0 comments 0 points Started by Coach Natalie August 21 Current Online Banking Issues
• 
  New Feature Alert: Spending Dashboard

  Announcement Closed Coach Natalie 449 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 34 views 0 comments 0 points Started by Coach Natalie August 20 Current Online Banking Issues
• 
  Web Release 6.33.0

  Announcement Closed Coach Natalie 168 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team
• 
  Mobile Release 6.33.0

  Announcement Closed Coach Natalie 150 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team
• 
  New Feature Alert: Transaction Review

  Announcement Closed Coach Natalie 437 views 1 comment 0 points Most recent by Coach Natalie August 18Updates From the Product Team
• 
  August Bucket List

  Announcement Coach Natalie 139 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
• 
  Credit card final statement amount not being updated in payment due balance

  Question RobI 1 view 0 comments 0 points Started by RobI 6:09PM General Troubleshooting
• 
  Empower Accounts - Not finding my 3 IRA's or HYS (edited)

  joda2021 21 views 3 comments 0 points Most recent by joda2021 5:52PMAdding and Updating Accounts
• 
  Add my.vanguardplan.com

  sgreenstonenj 20 views 4 comments 0 points Most recent by sgreenstonenj 5:28PMAdding and Updating Accounts
• 
  Paypal Credit MasterCard Not Syncing/Adding (edited)

  Jrunner01 51 views 5 comments 0 points Most recent by Coach Natalie 4:41PMAdding and Updating Accounts
• 
  add X Money integration

  Steve618 52 views 4 comments 2 points Most recent by Coach Natalie 4:26PMAdding and Updating Accounts
• 
  BMO Bank of Montreal returns FDP-102 error (edited)

  awfulhak 47 views 5 comments 0 points Most recent by donnajean 3:33PMAdding and Updating Accounts
• 
  More Banks added to sync, like PC Financial and MBNA (edited)

  Bjnorthup98 14 views 1 comment 1 point Most recent by Coach Natalie 3:19PMAdding and Updating Accounts
• 
  3

  Up Down
  Keep recurring name separate from payee name (edited)

  Active Stranger0715 31 views 2 comments 3 points Most recent by SRC54 2:52PMFeature Requests
• 
  Verizon Visa Card and Robinhood - Error icon and no transactions (edited)

  Vijay V 15 views 1 comment 0 points Most recent by Coach Natalie 2:51PMAdding and Updating Accounts
• 
  When creating transaction Rules, account dropdown is blank

  Max Lin 74 views 10 comments 0 points Most recent by SRC54 2:49PMReport a Bug
• 
  Fidelity connection has not updated in 4 days (Care: 2505)

  disc2120 40 views 3 comments 0 points Most recent by Coach Natalie 2:00PMAdding and Updating Accounts
• 
  1

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

  Active Bjnorthup98 9 views 0 comments 1 point Started by Bjnorthup98 1:58PM 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 1:57PMAdding and Updating Accounts
• 
  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  The Merg 667 views 59 comments 1 point Most recent by The Merg 2:41AMAdding and Updating Accounts
• 
  Regarding the inability to get the correct information for cost basis in Fidelity Accounts

  Robert345678 23 views 2 comments 0 points Most recent by Robert345678 2:39AMFeedback
• 
  How to Apply a Global Change of Payees? (edited)

  Answered Dick_Davis 25 views 3 comments 0 points Most recent by DryHeat August 24Managing Your Transactions
• 
  Valon mortgage error 170 (edited)

  M.B. 14 views 1 comment 0 points Most recent by Coach Natalie August 24Adding and Updating Accounts
• 
  47

  Up
  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 72 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 154 views 13 comments 0 points Most recent by Coach Natalie August 24Troubleshooting
• 
  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 105 views 6 comments 1 point Most recent by Snipes August 24Adding and Updating Accounts
• 
  2

  Up
  Please add FNB of Milaca

  Active Laurieonmll 28 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
• 
  RESOLVED 8/24/26: Partners FCU returns code 401/"invalid_client"

  Closed Coach Jon 228 views 2 comments 0 points Most recent by Coach Natalie August 24Current Online Banking Issues
• 
  RESOLVED 8/24/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR

  Closed Coach Jon 374 views 3 comments 0 points Most recent by Coach Natalie August 24Current Online Banking Issues
• 
  UPDATED 8/24/26: Community America Credit Union FDP-103

  Announcement Coach Kristina 72 views 1 comment 0 points Most recent by Coach Natalie August 24Current Online Banking Issues
• 
  9

  Up Down
  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 68 views 3 comments 9 points Most recent by EL1234 August 24Feature Requests
• 
  Annual Budget Plan

  MDZ 27 views 1 comment 0 points Most recent by SRC54 August 23Using the Spending Plan
• 
  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
• 
  Target Circle Card: Category continuously resets to "Shopping" & half of transactions missing

  msl2424 30 views 2 comments 0 points Most recent by msl2424 August 22Adding and Updating Accounts