Recent Discussions

Discussion List

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  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
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  Merged: Limitations in Spending Report

  Closed lwyman 1 view 0 comments 0 points Most recent by SRC54 September 2025Categories and Tags
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  Nordstrom Card transactions are reversed - debits are credits and credits are debits

  Closed humby3 70 views 1 comment 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Can't add account Washington State DRS - FDP-101 (edited)

  Closed updog 39 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Slim selection of Billers to link to Bills

  Closed Sauerbrunndaa 112 views 6 comments -1 point Most recent by Coach Natalie September 2025Bills and Income
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  QBP: Ability to view Projected Income for Clients/Projects (edited)

  cloudquick 24 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
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  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 1 view 1 comment 1 point Most recent by Coach Jon September 2025Report a Bug
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  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 171 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Check number field being modified

  Closed rblevow 40 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  ONGOING 9/4/25: Mercedes-Benz Financial returning FDP-102, FDP-103, & FDP-105 errors

  Coach Jon 80 views 3 comments 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
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  I find this very hard to work with

  Closed DudeInCO 110 views 7 comments 0 points Most recent by SRC54 September 2025Feedback
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  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 153 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
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  Statement Reconciliation Work Around

  Closed Dick_Davis 182 views 3 comments 2 points Most recent by Dick_Davis September 2025Share your Success!
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  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 34 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 23 views 1 comment 0 points Most recent by Coach Jon September 2025Getting Started
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  Unable to Connect Acorns Account (11000 error)

  Closed csolutions 104 views 6 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 32 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Multiple Issues - Alerts Not Clearing, Achievements Reset Improperly

  Closed stacyvance 13 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  15

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  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 174 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  FDP-192 error with Coastal Federal Credit Union (edited)

  Closed mclaugpa 39 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Merged: Change Account Types

  Closed kst 1 view 0 comments 1 point Most recent by kst September 2025Feature Requests
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  Merged: BUG REPORT - Simplifii iPhone Mobile APP - SEARCH RESULTS INCOMPLETE

  Closed fromawayme 1 view 0 comments 0 points Most recent by fromawayme September 2025Report a Bug
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 13 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  Merged: Accounts Able to do Attachments (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
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  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 389 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution or Biller
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  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 59 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 42 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 292 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  College Savings Plan of Maryland FDP-106 error (edited)

  Closed Sinfonia2010 296 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Merged: Income & Expense Report Misalignment Issue in Data Panel

  Closed DannyB 1 view 0 comments 0 points Most recent by DannyB September 2025Report a Bug