Recent Discussions

Discussion List

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  11

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  Planned Spending - Add One-Time Expense that crosses Multiple Months

  Active Flopbot 113 views 8 comments 11 points Most recent by EL1234 April 17Feature Requests
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  Merged: Raymond James Error Care code: FDP-102/FDP-155 (edited)

  Closed D-Rock 11 views 0 comments 0 points Most recent by EL1234 April 17Adding and Updating Accounts
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  Merged: Percentages in reports (edited)

  Closed rhebock2 1 view 0 comments 1 point Started by rhebock2 April 16 Feature Requests
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  60

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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 319 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
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  How do I add a flag field to transactions?

  Answered ✓ Closed rwales10 14 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
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  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 9.2K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
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  3

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  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 51 views 2 comments 3 points Most recent by Coach Natalie April 16Feature Requests
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  24
  Ability to remove 'Related News' from Investments Portfolio

  Completed Closed mcnbmcnb 285 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests
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  Web Release 6.15.0

  Closed Coach Natalie 104 views 0 comments 1 point Started by Coach Natalie April 16 Updates From the Product Team
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 1.5K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  create rule based on transaction action

  Closed dcohen92 12 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
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  14

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  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 199 views 17 comments 14 points Most recent by Roux April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 45 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  2

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  Retirement Planner: Allow for a change in circumstances at a certain future time (edited)

  BHazeltine 3 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Closed Jodi Birston 14 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  American Funds (capitalgroup.com) 103 error with Finicity [edited]

  Closed AdkinsDebtDiet 68 views 7 comments 1 point Most recent by Coach Jon April 15Adding and Updating Accounts
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  Lake Trust Credit Union Personal is no longer available to connect to (edited)

  Closed Colonel Snafu 188 views 20 comments 1 point Most recent by JC. April 15Adding and Updating Accounts
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  Pending transaction disappears

  Closed KB2014 74 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
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  Unable to link Merrill Lynch Benefits Online - FDP-5002 (edited)

  Closed Supply3588 19 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
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  2

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  Recurring Transactions with programmable variables (edited)

  Active avihawver 104 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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  When splitting a transaction with filters set, my sort order gets reset

  Closed System 24 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
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  Kelley Blue Book Integration: Share your feedback here!

  Closed Coach Natalie 617 views 34 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Privacy Mode: Share your feedback here!

  Closed Coach Natalie 175 views 19 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 173 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 1K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 32 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  Merged: New Saved Reports Feature

  Closed lwyman 1 view 0 comments 0 points Started by lwyman April 14 Using Reports
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  Scheduled website maintenance on 4/15/26

  Closed Coach Janean 33 views 0 comments 1 point Started by Coach Janean April 14 Announcements
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  iOS transaction rules - ability to create a rule from a transaction (edited)

  Closed MrCash55 24 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Report not showing data even though I removed exclude from reports checkbox

  Closed JBGtheboss 34 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting