Recent Discussions

Discussion List

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  Cost basis not updating

  Closed krmjo 33 views 4 comments 0 points Most recent by krmjo October 15Report a Bug
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  "You have already added all your accounts" message with Capital One (edited)

  Closed BrianFannin 603 views 31 comments 2 points Most recent by switch35 October 14Adding and Updating Accounts
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  FDP-103, 106 Errors connecting to EQ Bank (Canada)

  Closed Loselbs1959 146 views 9 comments 0 points Most recent by Coach Natalie October 14Adding and Updating Accounts
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  Merged: Sort Savings Goals based on Name or Priority

  Closed Almt12skyu 3 views 0 comments 1 point Started by Almt12skyu October 14 Feature Requests
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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 392 views 22 comments 50 points Most recent by Almt12skyu October 14Feature Requests
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  Citi is having a problem on their end... apparently

  Closed DannyB 47 views 2 comments 0 points Most recent by DannyB October 14Adding and Updating Accounts
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  [ONGOING] 9/30/24: FNBO Direct returns a 106 error

  Coach Natalie 125 views 1 comment 1 point Most recent by Coach Natalie October 14Current Online Banking Issues
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  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.1K views 18 comments 15 points Most recent by jskup October 13Report Missing Financial Institution
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  iPad app just crashes

  Closed kevindwhite 14 views 2 comments 0 points Most recent by RobWilk October 13Report a Bug
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  First Citizens Federal Credit Union FDP-530 (edited)

  Closed trekkie24 23 views 1 comment 0 points Most recent by Coach Kristina October 13Adding and Updating Accounts
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  Unable to Connect to Vanguard - FDP-102

  Closed System 78 views 12 comments 0 points Most recent by lwyman October 13Adding and Updating Accounts
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  Release unspent categories into rollover categories

  Closed Sheepers 18 views 1 comment 0 points Most recent by DannyB October 13Using the Spending Plan
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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Active RSKadish 515 views 28 comments 50 points Most recent by G3Tech October 12Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 13 views 2 comments 1 point Most recent by pst October 12Feature Requests
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  Washington State DRS connectivity issues FDP-102 (edited)

  Closed Sstrico 52 views 9 comments 0 points Most recent by Coach Kristina October 12Adding and Updating Accounts
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  Recording Venmo Transaction

  Closed VermillionSands 31 views 2 comments 0 points Most recent by VermillionSands October 12Troubleshooting
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 389 views 9 comments 21 points Most recent by PS CFO October 12Feature Requests
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  Pool Savings Accounts for Savings Goals Contributions (edited)

  Active abresh 225 views 18 comments 38 points Most recent by DannyB October 12Feature Requests
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  Missing Utah Educational Savings Plan (aka my529)

  In Review LAMD 1.5K views 51 comments 46 points Most recent by JaredJohansen October 12Report Missing Financial Institution
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  New American Funding

  Active rtuckr 30 views 1 comment 2 points Most recent by vis81 October 11Report Missing Financial Institution
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  New user…assigning categories

  Answered ✓ Closed GregP 40 views 2 comments 0 points Most recent by GregP October 11Getting Started
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  "Cost Basis Feedback" Banner steals focus from search field on Investment Page

  Closed RockLee 30 views 5 comments 0 points Most recent by DannyB October 11Report a Bug
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 43 views 5 comments 1 point Most recent by DannyB October 11Investments
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  Ability to turn scroll bars on and off (edited)

  Active corrier3 7 views 0 comments 1 point Started by corrier3 October 11 Feature Requests
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 48 views 5 comments 3 points Most recent by Coach Jon October 11Feature Requests
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  [ONGOING] 9/27/24: Merrill Edge & Merrill Lynch returning a 105 error

  Coach Natalie 1.8K views 1 comment -7 points Most recent by Coach Natalie October 11Current Online Banking Issues
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  Using a Savings Goal to Track "Left at end of month"

  Closed DannyB 36 views 2 comments 2 points Most recent by DannyB October 11How do you Quicken Simplifi?
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  Merged: Smart Connections, Aware of Availability Windows

  Closed Dave L 5 views 0 comments 2 points Most recent by RobWilk October 11Feature Requests
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  Implement Passkeys (edited)

  Active AzMurph 237 views 17 comments 14 points Most recent by RobWilk October 11Feature Requests
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  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 55 views 4 comments 8 points Most recent by neon45 October 11Feature Requests