Recent Discussions

Discussion List

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  Alerus is still not fixed. (FDP-103)

  Closed subiemat 172 views 13 comments 0 points Most recent by LH13 February 5Adding and Updating Accounts
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  Unable to connect to Elevations - FDP-102 (edited)

  Closed freirich 56 views 7 comments 0 points Most recent by badbread February 4Adding and Updating Accounts
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  Need account support for Beacon Bank & Trust (Berkshire Bank FDP-101)

  Closed sdmoore59 21 views 1 comment 0 points Most recent by Coach Natalie February 4Adding and Updating Accounts
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  Invoice Feedback: Need "Enter/Return" key to be effective

  Closed jonathanstarward 14 views 1 comment 0 points Most recent by Coach Jon February 4Invoices, Estimates, & Sales Receipts
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  Savings Goals show wrong completion percentages and other incorrect info (edited)

  Closed MattS 50 views 4 comments 0 points Most recent by Coach Jon February 4Report a Bug
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 38 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 28 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  Merged: Allow deletion of all business categories (edited)

  Closed Midwest867 13 views 0 comments 1 point Most recent by Midwest867 February 4Feature Requests
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  Savings Goal Not Adding Back to Spending Plan with Withdrawn

  Closed TiggerTrainer 23 views 3 comments 0 points Most recent by TiggerTrainer February 4Report a Bug
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  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 24 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  American Education Services - Care Code: FDP-530

  Closed atantillo 22 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 88 views 7 comments 12 points Most recent by EL1234 February 3Feature Requests
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  Merged: Transaction Filter

  Closed wck_austin 1 view 0 comments 1 point Most recent by wck_austin February 3Feature Requests
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  Support for Cinefi

  Active fortitood 13 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Merged: Edit splits dialog does not display categories correctly

  Closed blaporte 1 view 0 comments 0 points Most recent by blaporte February 3Report a Bug
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 17 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 22 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 65 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Add Financial Institution - M&T Bank (edited)

  Closed Riding Rob 22 views 1 comment 1 point Most recent by Coach Natalie February 3Adding and Updating Accounts
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  Define Your 2026 Finances in Just One Word

  Closed Coach Jon 201 views 10 comments 0 points Most recent by Riding Rob February 3The Water Cooler
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  Merged: Savings Goals still doubled

  Closed jms1005 1 view 0 comments 0 points Most recent by jms1005 February 3Report a Bug
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  Issue Syncing Interactive Brokers (IBKR) Account – Error After Account Selection

  Closed tsananiu 203 views 12 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 51 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Walmart OnePay card holders: does the card work with Simplifi?

  Answered ✓ Closed EL1234 51 views 2 comments 1 point Most recent by EL1234 February 3Adding and Updating Accounts
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  Contributing to a goal doesn't update the "This Month" amount or the Spending Plan (edited)

  Closed rpulivarti 35 views 3 comments 0 points Most recent by DryHeat February 3Report a Bug
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  Merged: KBB - $0 balance (edited)

  Closed eddiemartinez2 11 views 0 comments 0 points Most recent by SRC54 February 3Report a Bug
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  Spending Plan - How to include checking account balance?

  Closed djp2025 25 views 2 comments 0 points Most recent by DryHeat February 3Using the Spending Plan
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  Editing a Planned Spend Series Not Updating Future Months (edited)

  Closed TwelveSilverPennies 19 views 2 comments 0 points Most recent by TwelveSilverPennies February 3Troubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 73 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  Merged: Net Worth Report

  Closed bsmorovitz 1 view 0 comments 0 points Most recent by bsmorovitz February 3Feedback