Best Of
Re: Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)
This issue should now be fixed!
Re: What is your favorite holiday movie?
"The Adventures of Buckaroo Banzai Across the 8th Dimension" — 1984
I watch it every year around this time.
I can't get enough of John Lithgow (as Dr. Lizardo/Lord Whorfin) giving his "pep talk" in the style of Mussolini.
(It's not "holiday themed" — but, hey, it's my holiday.)
DryHeat
Re: Enhanced Reports: Share your feedback here!
There was an update today, after I applied it, the issue I reported (with respect to 'negative spending') was corrected, awesome. I like the new reports a lot better so far. I realize a lot of work may remain.
RobWilk
SoFi Brokerage & IRA Account Balances
This is more of an info post for any future tickets or issues. And this may well affect some or many other brokerages.
I posted a ticket back on Oct 21st about Simplifi balances for SoFi not matching with SoFi.
I think I found the issue: SoFi balances use pre and post market share prices for most of the holdings. The extended hour prices are often 0.5% or more higher or lower than closing.
Anyway, I just wanted to pass this along to you.
Re: What is your favorite holiday movie?
"Favorite" in this case means the one that's on TV the most in my house…
That's a Split
- Christmas Vacation
- It's a Wonderful Life
We watch both many times between November and December each year.
RobWilk
Re: Customize Dashboard: Share your feedback here!
I like the way you made it possible to organize the top cards on the Dashboard, but I hate the waving hand emoji that says "Hello, Name." Unnecessary and takes up screen space. Remove it entirely or make a setting to hide it.
Re: Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)
+1 to add a quick button to easily filter out unreviewed transactions!! PLEASE!!
Now, switching accounts would reset filters and I have to repeat so many clicks to get unreviewed items. :(


