Recent Discussions

Discussion List

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  NEW 9/22/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error

  Announcement Coach Aldair 36 views 0 comments 0 points Started by Coach Aldair September 22 Current Online Banking Issues
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  New Feature Alert: Source Column for Transactions!

  Announcement Closed Coach Natalie 245 views 0 comments 0 points Started by Coach Natalie September 18 Updates From the Product Team
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  Web Release 6.37.0

  Announcement Closed Coach Natalie 160 views 0 comments 0 points Started by Coach Natalie September 17 Updates From the Product Team
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  NEW 9/16/26: US Bank returns an FDP-105 / FI_WEBSITE_UNAVAILABLE error

  Announcement Coach Aldair 76 views 0 comments 1 point Started by Coach Aldair September 16 Current Online Banking Issues
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  Mobile Release 6.37.0

  Announcement Closed Coach Natalie 167 views 0 comments 0 points Started by Coach Natalie September 16 Updates From the Product Team
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  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
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  What is Your Preferred Beverage in the Morning?

  Announcement Coach Kristina 117 views 5 comments 1 point Most recent by Coach Natalie September 3The 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 325 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  MFA code required at every login

  rcortez 4 views 0 comments 0 points Started by rcortez 1:46AM Troubleshooting
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  Edward Jones Sync Issue

  Question sgreenstonenj 2 views 0 comments 0 points Started by sgreenstonenj 1:39AM Adding and Updating Accounts
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  Duplicate credit card account and blank transactions (edited)

  Randy17485 50 views 5 comments 0 points Most recent by Coach Aldair September 22Troubleshooting
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  Web App: Ability to scroll the Transactions page from the Projected Cash Flow section (edited)

  Flopbot 139 views 10 comments 0 points Most recent by EL1234 September 22Feature Requests
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  TastyTrade - TastyWorks - Care code: FDP-185

  AsyncC 20 views 1 comment 0 points Most recent by Coach Aldair September 22Adding and Updating Accounts
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  Kemba FCU getting FDP-390

  bassislife 18 views 1 comment 0 points Most recent by Coach Aldair September 22Adding and Updating Accounts
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  Valon mortgage error 170 (edited)

  M.B. 95 views 5 comments 0 points Most recent by Coach Natalie September 22Adding and Updating Accounts
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  Merrill Lynch FDP-105 Error

  MightyIrish 21 views 3 comments 0 points Most recent by Coach Natalie September 22Adding and Updating Accounts
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  ONGOING 9/22/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error

  Coach Natalie 705 views 2 comments 0 points Most recent by Coach Aldair September 22Current Online Banking Issues
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  ONGOING 9/22/26: Fidelity returns an FDP-2505 error

  Coach Natalie 76 views 2 comments 0 points Most recent by Coach Aldair September 22Current Online Banking Issues
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  updates to transaction not saving photo attachments

  SMur 14 views 1 comment 0 points Most recent by Coach Natalie September 22Troubleshooting
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 431 views 24 comments 1 point Most recent by Coach Natalie September 22Adding and Updating Accounts
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  California Coast credit card balance showing as positive number

  ihavehissyfits 17 views 1 comment 0 points Most recent by Coach Natalie September 22Adding and Updating Accounts
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  Please add SCE to available billers

  ihavehissyfits 17 views 1 comment 1 point Most recent by Coach Natalie September 22Report Missing Financial Institution or Biller
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  Rules Feature Still Not working Reliably?

  Eric D 132 views 7 comments 0 points Most recent by SRC54 September 22Troubleshooting
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  Accounting for Splitwise transactions on Simplifi

  rgonzalez 57 views 5 comments 0 points Most recent by rgonzalez September 22Bills and Income
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  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 September 22Feature Requests
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  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 September 22Feature Requests
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 204 views 13 comments 16 points Most recent by mythdirection September 21Feature Requests
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  Web App: Ability to see just the amounts in the Projected Cash Flow (like Mobile) [edited]

  Active wmurph011 23 views 2 comments 4 points Most recent by Coach Natalie September 21Feature Requests
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  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
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  New Feature Alert: Transaction Review

  Announcement Closed Coach Natalie 568 views 2 comments 0 points Most recent by Coach Natalie September 21Updates From the Product Team
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 5.2K views 153 comments 102 points Most recent by MightyIrish September 21Report Missing Financial Institution or Biller
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  Quicken Simplifi - FDP-101 with WSECU

  rockrobster 47 views 3 comments 1 point Most recent by Coach Natalie September 21Adding and Updating Accounts
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  Accessibility failures in Simplifi (flashing, motion, keyboard navigation)

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

  macanach 327 views 19 comments 0 points Most recent by Coach Natalie September 21Adding and Updating Accounts
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  UPDATED 9/21/26: Mobile App Slowness

  Announcement Coach Natalie 226 views 1 comment 0 points Most recent by Coach Natalie September 21Known Product Issues
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  Integrate with ChatGPT (edited)

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

  FabianW 35 views 1 comment 1 point Most recent by Coach Natalie September 21Feedback
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  Need the option for quarterly budgeting notifications

  hyoussef7471 20 views 1 comment 0 points Most recent by SRC54 September 21Using the Spending Plan