Recent Discussions

Discussion List

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  12
  Logos for recurring WITHOUT bill connect

  Completed Closed Arun 177 views 9 comments 12 points Most recent by Coach Natalie July 27Feature Requests
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  Projected Cash Flow needs to allow you to identify a Brokerage Account

  Closed tstirsman 55 views 2 comments 0 points Most recent by RobI July 27Projected Cash Flow
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  New Feature Alert: Logos for Recurring Series!

  Announcement Closed Coach Natalie 381 views 0 comments 0 points Started by Coach Natalie July 27 Updates From the Product Team
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  Editing linked transfer deletes one side of transaction

  Closed ejs 175 views 7 comments 1 point Most recent by Coach Natalie July 27Report a Bug
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  View Unusual and Optional Spending

  Closed Kseniya 56 views 2 comments 1 point Most recent by SRC54 July 27Feedback
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  Webull support

  Answered ✓ Closed aMoistMuffin 46 views 1 comment 0 points Most recent by Coach Kristina July 26Adding and Updating Accounts
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  Net Worth Percentile Comparison with Demographic Filters

  Active Another Stephen 117 views 8 comments 3 points Most recent by DryHeat July 26Feature Requests
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  Zombie Reminders won't delete in savings account

  Closed TXAggiePM 30 views 1 comment 0 points Most recent by DryHeat July 26Troubleshooting
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  Bank is sending in a positive balance instead of negative balance for mortgage account (edited)

  Closed dthibode 205 views 12 comments 1 point Most recent by Coach Kristina July 25Adding and Updating Accounts
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  Is there a way to shut off the exclude feature? (edited)

  Closed Kim Wilhelmson 66 views 1 comment 1 point Most recent by DryHeat July 25Managing Your Transactions
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  Custom ordering/grouping of the Accounts List

  Closed ainsliejohn 47 views 2 comments 0 points Most recent by ainsliejohn July 25Feedback
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  Suggestion: store Credit Card details like phone & benefits

  Closed CT Saver 23 views 1 comment 0 points Most recent by DryHeat July 25Feedback
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  error message when setting up a business account

  Closed System 38 views 2 comments 0 points Most recent by Coach Jon July 24General Troubleshooting
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  Closed System 74 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Persistent "An error occurred. Please try again." message (edited)

  Closed Simpli_User_101 660 views 49 comments 1 point Most recent by Quicken Kirby July 24Troubleshooting
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  Golden 1 Credit Union - Connection Error (FDP-105)

  Closed MrSacras 1.4K views 33 comments 1 point Most recent by MrSacras July 23Adding and Updating Accounts
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  How can I write a Rule which matches part of a Statement Name?

  Answered ✓ Closed kaltorak 85 views 4 comments 0 points Most recent by kaltorak July 23Managing Your Transactions
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  Let Transaction Rules match substrings in a Statement Name (edited)

  Active kaltorak 35 views 1 comment 4 points Most recent by kaltorak July 23Feature Requests
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 221 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  21

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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2.6K views 92 comments 21 points Most recent by cfricker July 23Report Missing Financial Institution or Biller
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  Web Release 6.29.0

  Closed Coach Natalie 218 views 0 comments 0 points Started by Coach Natalie July 23 Updates From the Product Team
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  Unable to connect to Alerus (FDP-106)

  Closed rcortez 173 views 10 comments 0 points Most recent by rcortez July 23Adding and Updating Accounts
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  11

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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 624 views 20 comments 11 points Most recent by richmc July 23Report Missing Financial Institution or Biller
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  74

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.7K views 39 comments 74 points Most recent by hangingchad July 23Feature Requests
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  Net Worth chart excludes a manual investment account although all accounts are selected (edited)

  Closed oliverdavid 109 views 9 comments 0 points Most recent by Coach Jon July 22Using the Net Worth Feature
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  Mobile Release 6.29.0

  Closed Coach Natalie 176 views 0 comments 0 points Started by Coach Natalie July 22 Updates From the Product Team
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  PayPal Credit, MasterCard and Crypto missing transactions (edited)

  Closed ReedD 218 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts
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  Net Worth: Add a toggle to "include all accounts" in the View Included Accounts screen (edited)

  Active Oleksander 22 views 1 comment 5 points Most recent by Paul3d July 22Feature Requests
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  8

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  Net Worth Forecast

  Active ricklamb0810 125 views 3 comments 8 points Most recent by Coach Natalie July 22Feature Requests
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  6

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  Favorites Group at the top of the Accounts List (edited)

  Active Philk 246 views 14 comments 6 points Most recent by RobI July 21Feature Requests