Recent Discussions

Discussion List

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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 39 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 53 views 4 comments 6 points Most recent by SRC54 December 2025Feature Requests
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  8

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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 82 views 6 comments 8 points Most recent by SRC54 December 2025Feature Requests
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  Bill Connect: Costco Not Connecting

  Closed TiggerTrainer 130 views 18 comments 0 points Most recent by Coach Jon December 2025Bills and Income
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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 542 views 20 comments 61 points Most recent by patate1684 December 2025Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.9K views 64 comments 216 points Most recent by santoshamb December 2025Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 34 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  19

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 348 views 15 comments 19 points Most recent by SRC54 December 2025Feature Requests
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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 273 views 11 comments 18 points Most recent by DryHeat December 2025Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 191 views 9 comments 9 points Most recent by TiggerTrainer December 2025Feature Requests
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  Projected Spending Logic in Watchlists (edited)

  Closed jwphillips 33 views 3 comments 0 points Most recent by SRC54 December 2025Using Watchlists
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  Check # field is missing on the mobile app

  Closed System 128 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  [ONGOING] 11/20/25: HealthEquity returns an FDP-102 error

  Coach Natalie 232 views 1 comment 0 points Most recent by Coach Jon December 2025Current Online Banking Issues
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 26 views 4 comments 6 points Most recent by TiggerTrainer December 2025Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 37 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  CIT Bank N.A request-body-field error

  Closed Marquette42 149 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 25 views 2 comments 5 points Most recent by DannyB December 2025Feature Requests
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  Add State Nebraska Bank and Trust

  Closed Krick 22 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 7 views 0 comments 0 points Most recent by Iva December 2025Feedback
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 161 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback
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  2
  Flourish

  Completed Closed Duke0486 23 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 52 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Investment Transaction Duplications (edited)

  Closed neon45 1.2K views 117 comments 0 points Most recent by neon45 December 2025Investments
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  CIT account showing wrong balance (edited)

  Closed Marquette42 48 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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  Merged: Dashboard emoji

  Closed woodsman 8 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  Support multiple currencies

  Active robert 2K views 42 comments 59 points Most recent by Wayne December 2025Feature Requests
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 33 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 7 views 0 comments 0 points Started by nmnmnmnmn December 2025 Troubleshooting
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  Add Rocket Loans

  Active Krick 34 views 0 comments 1 point Started by Krick December 2025 Report Missing Financial Institution