Recent Discussions

Discussion List

• 
  http://www.netxinvestor.com/ based accounts need one time code every time

  Closed everydave 15 views 3 comments 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
• 
  26

  Up Down
  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1K views 46 comments 26 points Most recent by EL1234 February 16Feature Requests
• 
  Stop hiding Venmo by default

  Closed bobmablob 31 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
• 
  Incoming email: a new bill just arrived! But the reminder didn't update (edited)

  Closed nrp06 36 views 4 comments 0 points Most recent by Coach Natalie February 16Bills and Income
• 
  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 4.6K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
• 
  Attachments from Users sharing a space will not load for view

  pwhelan81 77 views 6 comments 0 points Most recent by Coach Natalie February 16Report a Bug
• 
  [ONGOING] 02/02/26: EQ Bank returns FDP-106 error

  Coach Jon 77 views 1 comment 0 points Most recent by Coach Natalie February 16Current Online Banking Issues
• 
  [ONGOING] 02/02/26: Vancity Credit Union returns FDP-102 error

  Coach Jon 311 views 1 comment 1 point Most recent by Coach Natalie February 16Current Online Banking Issues
• 
  Missing Spending Plan for 2027 (edited)

  Closed stacyvance 16 views 1 comment 0 points Most recent by DryHeat February 16Using the Spending Plan
• 
  Merged: Net worth history breakdown

  Closed pst 5 views 0 comments 0 points Most recent by pst February 16Feedback
• 
  1

  Up Down
  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 41 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
• 
  Merged: Viewing attachments (receipts) attached by my spouse

  Closed Justaspender 7 views 0 comments 0 points Most recent by Justaspender February 16Report a Bug
• 
  174

  Up Down
  Public API (edited)

  Active jlkweb12 4.7K views 73 comments 174 points Most recent by labrecquev February 16Feature Requests
• 
  Bills also appearing as Other Spend in Spending Plan

  Closed Mortimer Duke 32 views 5 comments 0 points Most recent by DryHeat February 15Using the Spending Plan
• 
  paycheck sync from gusto

  Answered ✓ Closed blamphcore 24 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
• 
  E*TRADE Financial Credit Card returning FDP-141 error

  Closed vladinator 30 views 3 comments 0 points Most recent by Coach Kristina February 15Adding and Updating Accounts
• 
  Problem with anything requiring internet access on DuckDuckGo (edited)

  Closed RThorp 30 views 5 comments 0 points Most recent by RThorp February 15Troubleshooting
• 
  115

  Up Down
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  In Review 2sonsjim 1.2K views 48 comments 115 points Most recent by EL1234 February 15Feature Requests
• 
  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 1.6K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
• 
  Consider adding a subcategory of expense under "Travel"

  Closed dangela4700 21 views 1 comment 0 points Most recent by SRC54 February 14Categories and Tags
• 
  Merged: Why Do Recurring Reminders Get Dropped from Checking Registry

  Closed MikeBtp 6 views 0 comments 0 points Most recent by MikeBtp February 14Troubleshooting
• 
  Fidelity investment transactions in a checking type account show incorrectly (edited)

  Closed bob303727 94 views 10 comments 0 points Most recent by SRC54 February 14Troubleshooting
• 
  NA showing for transaction categories for uncategorized transactions (edited)

  Closed ejs 26 views 2 comments 0 points Most recent by ejs February 14Report a Bug
• 
  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 20 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
• 
  Mouse scrolling while in Transaction Activity Screen

  Closed David Dorsey 15 views 1 comment 0 points Most recent by SRC54 February 14Troubleshooting
• 
  Few Billers available

  Answered ✓ Closed santoshamb 28 views 3 comments 0 points Most recent by DryHeat February 13Bills and Income
• 
  gm financial auto - FDP-106 (edited)

  Closed sgrnspan 130 views 16 comments 0 points Most recent by sgrnspan February 13Adding and Updating Accounts
• 
  How to produce a sales receipt for a paid invoice? (edited)

  Answered ✓ Closed Mortimer Duke 21 views 2 comments 0 points Most recent by Mortimer Duke February 13Invoices, Estimates, & Sales Receipts
• 
  How to change Custom Income in Spending Plan for all future months? (edited)

  Answered ✓ Closed amintzer 34 views 3 comments 0 points Most recent by Coach Natalie February 13Using the Spending Plan
• 
  Web Release 6.6.0

  Closed Coach Natalie 242 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team