Recent Discussions

NEW 12/18/25: TD Bank - Issue connecting multiple logins

Announcement Coach Natalie 6 views 0 comments 0 points Started by Coach Natalie 7:38PM Current Online Banking Issues

NEW 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

Announcement Coach Jon 10 views 0 comments 0 points Started by Coach Jon 6:15PM Current Online Banking Issues

Announcement Closed Coach Natalie 174 views 0 comments 1 point Started by Coach Natalie December 15 Updates From the Product Team

NEW 12/15/25: Synchrony Bank & Synchrony Store-Branded Cards returning an FDP-103 error

Announcement Coach Natalie 21 views 0 comments 0 points Started by Coach Natalie December 15 Current Online Banking Issues

NEW 12/15/25: New York State Deferred Compensation returns an FDP-102 error

Announcement Coach Natalie 8 views 0 comments 0 points Started by Coach Natalie December 15 Current Online Banking Issues

NEW 12/12/25: Nationwide Retirement Solutions returns FDP-102 error

Announcement Coach Jon 32 views 0 comments 0 points Started by Coach Jon December 12 Current Online Banking Issues

What is your favorite holiday movie?

Announcement Coach Kristina 72 views 8 comments 0 points Most recent by DannyB December 12The Water Cooler

How to post to the Community

Announcement Closed Coach Kathryn 995 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 304 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community

5

Missing Financial Institution: Inspira Financial (formerly PayFlex)

Active jmille22 105 views 4 comments 5 points Most recent by Buckstar 8:50PMReport Missing Financial Institution

Any update on the FDP-105 error received when trying to connect a Human Interest account?

Answered bransena7 8 views 1 comment 0 points Most recent by Coach Jon 8:38PMAdding and Updating Accounts

Cannot connect to TIAA Brokerage Account - error FDP 155

adamskijl 8 views 1 comment 0 points Most recent by Coach Jon 8:35PMAdding and Updating Accounts

1

Ability to hide Categories in each Space (edited)

Active DryHeat 4 views 0 comments 1 point Started by DryHeat 7:55PM Quicken Business & Personal Feature Requests

7

QBP: Ability to delete ALL business categories (edited)

Active Flopbot 53 views 3 comments 7 points Most recent by DryHeat 7:44PMQuicken Business & Personal Feature Requests

Accounts at TD Bank with separate login credentials being lumped together

ejs 364 views 34 comments 0 points Most recent by Coach Natalie 7:41PMAdding and Updating Accounts

Running Balance Column in Account Registers

Ames.Vannah 35 views 5 comments 1 point Most recent by SRC54 7:15PMFeedback

Robinhood - Savings accounts don't show up (edited)

simplira 106 views 17 comments 0 points Most recent by Coach Jon 6:50PMAdding and Updating Accounts

Nationwide Retirement Login giving error FDP 102

FutureEye 83 views 14 comments 0 points Most recent by Coach Natalie 6:05PMAdding and Updating Accounts

Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

Truthsayer 32 views 5 comments 0 points Most recent by Coach Jon 5:56PMGeneral Troubleshooting

Robinhood Spending checking acct balance shows as zero

jhsjh342613 144 views 22 comments 0 points Most recent by Coach Jon 5:32PMAdding and Updating Accounts

Florida Prepaid College Plan no longer connecting (FDP-101)

rp343 680 views 51 comments 1 point Most recent by Coach Jon 5:09PMAdding and Updating Accounts

Dashboard customizations are not sticking on iPad

System 42 views 9 comments 0 points Most recent by Coach Jon 4:53PMTroubleshooting

10

Allow users to specify the order in which Transaction Rules are applied (edited)

Active DryHeat 29 views 3 comments 10 points Most recent by EL1234 4:12PMFeature Requests

Missing Fidelity HSA Transactions

Mortimer Duke 28 views 4 comments 0 points Most recent by Mortimer Duke December 17Adding and Updating Accounts

Baxter Credit Union Showing Debits as Credits while Pending (edited)

cvwest 93 views 14 comments 0 points Most recent by Coach Jon December 17Adding and Updating Accounts

529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

rosachin21k 106 views 18 comments 0 points Most recent by rosachin21k December 17Report a Bug

9

Add Projected Cash Flow Graph to Mobile

Active TCEnt 104 views 6 comments 9 points Most recent by penalty3fiber December 17Feature Requests

80

Add OneFinance/OnePay to Supported Banks (edited)

In Review docpurple1961 2.4K views 96 comments 80 points Most recent by jondehen December 17Report Missing Financial Institution

Projected Cash Flow Does Not Account for Pending Transactions

Ames.Vannah 46 views 4 comments 0 points Most recent by Ames.Vannah December 17Projected Cash Flow

Customize Dashboard: Share your feedback here!

Announcement Coach Natalie 220 views 30 comments 0 points Most recent by Coach Natalie December 17Feedback

Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

Dick_Davis 336 views 38 comments 2 points Most recent by Coach Jon December 17Adding and Updating Accounts

1

Ability to hide cents for accounts in the Accounts List (edited)

Donnie S 13 views 1 comment 1 point Most recent by Coach Jon December 17Feature Requests

5

Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

Active jgrede 84 views 6 comments 5 points Most recent by Coach Natalie December 17Feature Requests

1

Web App Accounts List: Don't shift the numbers left when the scrollbar is presented (edited)

Active micky 35 views 1 comment 1 point Most recent by Coach Natalie December 17Feature Requests

2

Better Connection Stability

Completed HSC 271 views 7 comments 2 points Most recent by Coach Natalie December 17Feature Requests

T Rowe Price (FDP-105)

lwyman 17 views 3 comments 0 points Most recent by Coach Natalie December 17Adding and Updating Accounts

[RESOLVED] 11/21/25: Matthews Asian Funds returns an FDP-102 error

Closed Coach Natalie 16 views 2 comments 0 points Most recent by Coach Natalie December 17Current Online Banking Issues

[RESOLVED] 9/2/25: Tangerine - Personal Banking returns an FDP-103 error

Closed Coach Natalie 795 views 5 comments -1 point Most recent by Coach Natalie December 17Current Online Banking Issues

Investment Transaction Will Not Update Manually on Mobile (edited)

Forteleza 66 views 9 comments 0 points Most recent by Coach Natalie December 17Report a Bug

Recent Discussions

Discussion List

Categories

Popular Tags