Recent Discussions

Discussion List

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  Web Release 6.15.0

  Announcement Closed Coach Natalie 79 views 0 comments 1 point Started by Coach Natalie April 16 Updates From the Product Team
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  NEW 4/15/26: Grand Bank-Tulsa OK - "invalid_client" error

  Announcement Coach Natalie 8 views 0 comments 0 points Started by Coach Natalie April 15 Current Online Banking Issues
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  NEW 4/15/26: Voya Financial- "No eligible accounts"/"You have already added all your accounts"

  Announcement Coach Natalie 82 views 0 comments 2 points Started by Coach Natalie April 15 Current Online Banking Issues
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  NEW 4/15/25: Valor Bank returns an FDP-2102 error

  Announcement Coach Natalie 9 views 0 comments 0 points Started by Coach Natalie April 15 Current Online Banking Issues
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Announcement Closed Coach Natalie 247 views 1 comment 6 points Most recent by Coach Natalie April 14Updates From the Product Team
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  Tell us about the lies you tell... your budget!

  Announcement Coach Jon 75 views 9 comments 1 point Most recent by EL1234 April 13The Water Cooler
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  New Feature Alert: Saved Reports!

  Announcement Closed Coach Natalie 142 views 0 comments 3 points Started by Coach Natalie April 10 Updates From the Product Team
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  How to post to the Community

  Announcement Closed Coach Kathryn 1.2K 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 311 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community
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  First Bank - CA,IL,MO FDP-106

  abcdef 103 views 17 comments 0 points Most recent by Coach Natalie 2:23PMAdding and Updating Accounts
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  Merged: Have there been any updates to the Barclay connection issue?

  Closed GyuriMoney 164 views 0 comments 0 points Most recent by GyuriMoney 1:40PMAdding and Updating Accounts
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  Barclays Credit Card Account Loaded but No Transactions

  2bluwings 215 views 30 comments 1 point Most recent by GyuriMoney 1:40PMAdding and Updating Accounts
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  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  savvvvy 11 views 1 comment 0 points Most recent by SRC54 1:15PMUsing the Spending Plan
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  leogibson 28 views 3 comments 0 points Most recent by EL1234 12:20AMFeedback
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  SmittyVA 27 views 2 comments 0 points Most recent by SmittyVA April 20Troubleshooting
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  Merged: Include Transfers in Reports OR Create Recurring Manual Transactions Automatically

  Closed ewd_20834756 3 views 0 comments 1 point Started by ewd_20834756 April 20 Feature Requests
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  3
  Ability to include Transfers in Reports (edited)

  In Progress jgold1996 489 views 10 comments 3 points Most recent by ewd_20834756 April 20Feature Requests
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  Net Worth Feature: Share your feedback here!

  Announcement Coach Natalie 3K views 130 comments 1 point Most recent by MishaM April 20Feedback
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  Fix past balance on loan account?

  Answered trewbux 34 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 897 views 37 comments 118 points Most recent by MishaM April 20Feature Requests
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  Merged: Planned Spend Summary

  Closed asifgahmad 5 views 0 comments 1 point Started by asifgahmad April 20 Feature Requests
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  Ability to see a Total/Summary for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 888 views 60 comments 82 points Most recent by asifgahmad April 20Feature Requests
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  Adding new CD account with E*Trade Bank - "You have already added all your accounts at this bank."

  neon45 120 views 21 comments 0 points Most recent by Coach Jon April 20Adding and Updating Accounts
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  Voya Financial won't reconnect - "No eligible accounts found"/"You have already added all accounts"

  sburley 123 views 20 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
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  SEI Client Connect FDP-101 (edited)

  davidcwalls 43 views 5 comments 0 points Most recent by Coach Natalie April 20Adding and Updating Accounts
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 697 views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  Erroneous notification for low balance

  strwrsdbz 25 views 4 comments 0 points Most recent by SRC54 April 20Report a Bug
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 9 views 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Deletion Security Prompts

  Simpli_User_101 27 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Onity Mortgage

  Active Duke0486 23 views 2 comments 2 points Most recent by Coach Kristina April 19Report Missing Financial Institution or Biller
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  Hide Max Update Interval Icon in "Accounts" list?

  Answered Stu B 12 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Some posted transactions not downloading from Wells Fargo (edited)

  Alexem 27 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Recurring History Missing with Bill Connect On (edited)

  tvlkidd 26 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
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  Chase Bank Checking classified as Investment Account

  JAXmultiplat 16 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Apple Card not bringing in correct “appears on your Apple Card statement as”

  n2it 14 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 18 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Sort Watchlists by "Current Spending" [Edited]

  Active Couldever 244 views 0 comments 1 point Started by Couldever April 19 Feature Requests
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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 1.2K views 24 comments 68 points Most recent by eliot.choi April 19Feature Requests
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  Merged: Add a "Transfers" category to Spending Plan

  Closed cyberstackn 12 views 0 comments 2 points Most recent by EL1234 April 19Feature Requests