Recent Discussions

Discussion List

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  33

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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 343 views 17 comments 33 points Most recent by Jenny T December 2024Feature Requests
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  NOT REALLY NEW: Chase bank balance includes pending transactions

  Closed RobWilk 194 views 25 comments 0 points Most recent by EL1234 December 2024Feedback
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  Additional Real Estate Assets

  Closed TheReal702 17 views 1 comment 1 point Most recent by TheReal702 December 2024Adding and Updating Accounts
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  43

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  Support multiple currencies

  Active robert 1.6K views 30 comments 43 points Most recent by Huemul December 2024Feature Requests
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  Trouble with Quicken 7.10.1 : can't turn off syncing...

  Closed apagnillo 20 views 1 comment 0 points Most recent by UrsulaA December 2024Troubleshooting
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  PNC Bank - Internal Server Error

  Closed marineoif 21 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Investing Holdings Data

  Closed Huemul 18 views 1 comment 0 points Most recent by UrsulaA December 2024Feedback
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  Having major trust issues with Simplifi

  Closed Randy17485 103 views 11 comments 1 point Most recent by Randy17485 December 2024Feedback
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  NewRez - Mortgage

  Closed Whizbangreed 28 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  139
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  In Progress HSC 1.2K views 43 comments 139 points Most recent by Randy17485 December 2024Feature Requests
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  19

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  Spending Plan: Option to forward 'Left at End of Month/Available' to the following month (edited)

  Active DannyB 424 views 33 comments 19 points Most recent by SRC54 December 2024Feature Requests
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  Merged: Over a month for LPL

  Closed justlen 10 views 0 comments 0 points Started by justlen December 2024 Adding and Updating Accounts
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  Constant Problems with Simplifi

  Closed TheReal702 238 views 37 comments 2 points Most recent by EL1234 December 2024Feedback
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  65

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  Add "Last 12 Months" To Reports

  Active mike128 295 views 16 comments 65 points Most recent by brad08 December 2024Feature Requests
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  Merged: Option to not automatically exclude Transfers (edited)

  Closed Randy17485 38 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests
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  6

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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 44 views 6 comments 6 points Most recent by UrsulaA December 2024Feature Requests
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  28

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  Watchlist should allow for combinations of categories, tags, accounts, etc [edited] (3 Merged Votes)

  Active TGP 244 views 17 comments 28 points Most recent by Max1223 December 2024Feature Requests
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  9

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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 61 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
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  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 26 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
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  Split out housing costs as a top-level category in the Spending Plan

  Active tylermdunn 15 views 2 comments 0 points Most recent by SRC54 December 2024Feature Requests
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  Historical Balance .csv Import

  Closed brianperry263 32 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting
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  APMEX FDP-105 error (edited)

  Closed brianperry263 23 views 5 comments 1 point Most recent by brianperry263 December 2024Adding and Updating Accounts
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  10

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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 267 views 3 comments 10 points Most recent by RobWilk December 2024Feature Requests
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  Schwab Retirement Technologies

  Active chrisnre 167 views 6 comments 3 points Most recent by mbaylor December 2024Report Missing Financial Institution
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  Web Release 4.36.0

  Closed Coach Natalie 362 views 0 comments 1 point Started by Coach Natalie December 2024 Updates From the Product Team
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  Planned spending “Release for spending” bug

  Closed Bgz 78 views 13 comments 0 points Most recent by Coach Natalie December 2024Report a Bug
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  1

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  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 10 views 1 comment 1 point Most recent by Coach Natalie December 2024Feature Requests
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  Bank link option needed for servicing.mohela.com

  Closed Altdata 14 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Problems with linking to MassMutual.com

  Closed Altdata 10 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Merged: What can I do to get cost basis information from Schwab Equity Awards?

  Closed tylermdunn 3 views 0 comments 0 points Started by tylermdunn December 2024 Troubleshooting