Best Of
Re: [ONGOING] 07/09/25: Fidelity Inv & Retirement - Persistent 324 Reconnect Error
ONGOING 07/23/25
This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
Re: When editing transactions, don't automatically mark them as 'Reviewed' (edited)
This request has been implemented! Bulk editing, editing inline, or editing from the Transaction Detail view no longer marks the transactions as "reviewed".
Re: Spending Plan Redesign: Share your feedback here!
I rarely use the Per Day number, but I see it as a potential useful number tool because it quantifies the magnitude of spend that could throw off your plan and push you to negative if you spent that each day for the rest of the month. For example, if running a tight budget one month with only a small amount in the left available then your Per Day allowance may only be $1-$5 per day which means the decision to grab a snack or coffee on way to/from work actually matters in the context of that month’s spending plan and needs to be more closely considered than if you have more flex in your plan with a $10-$50 per day allowance.
Have you heard of Nick Magguilli’s new book “Wealth Ladder”? He has a heuristic (the 0.01% rule) where you divide your net worth by 10,000 and that gives you a sense of the daily discretionary spend that you could probably spend without messing up your overall financial picture. For example, he says the Level 2 net worth ($10,000 to $100,000) as when you get “grocery freedom” in sense of if you want eggs and ice cream that week then you can buy them if you want. By the 0.01% rule says, an extra $10 per day of discretionary spend isn’t going to make a big difference on your wealth at Level 2 net worth.
Those are the kind of thinking frameworks where I can see value in the Per Day number because it helps you focus on the magnitude of expense that actually needs scrutiny and frees you to worry less or not at all on smaller expenses (unless they add up which would be reflected by an erosion of that Per Day number until you are clued in to pay attention to those small spend decisions).
Re: When editing transactions, don't automatically mark them as 'Reviewed' (edited)
Thanks @Coach Natalie !
Re: Income & Expense Report: Share your feedback here!
@JeffCB, thanks for following up!
It appears that they removed the fix version from the ticket, which means it was not included in the release. I don't see a new fix version yet, but it seems like this bug may be a little harder to nail down than they anticipated. I will post back as soon as I see a new fix version!
Re: Banco Popular Puerto Rico FDP-103 error (edited)
working for me too.. now includes step to add 2FA verification code
Re: Annual Spending Plan
I don't know the terms to search for, but I am sure this idea has already been suggested and has votes, I would suggest looking for it via search and having it merged with this.
I am on vacation, and have to leave for lunch in 4 minutes, so I don't have the time to search right now.
I will be back from vacation by Monday.
[removed - off-topic]
RobWilk
Re: Annual Spending Plan
I think that's a great idea. Maybe simplifi could suggest what the goal might be based on the recurring expenses that exist that are less than monthly. Obviously we'd want to be able to override it. And it should let us assign the recurring items to that savings goal so they are automatically subtracted from it. (It could even suggest the series that would be a good fit for this - the ones that are less often than every month.)


