Recent Discussions

Discussion List

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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 29 views 0 comments 1 point Started by UrsulaA August 30 FAQ Section
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  Option to Automatically Hide Zero Balance Accounts from the Accounts List (edited)

  Active alkaboy 52 views 9 comments 7 points Most recent by EL1234 August 30Feature Requests
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  Top 10 Spending Plan Feature Requests

  Closed UrsulaA 47 views 0 comments 7 points Started by UrsulaA August 29 FAQ Section
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  #TipTuesday! Creating assets for loans

  Closed Coach Blake 670 views 5 comments 1 point Most recent by Coach Jon August 29FAQ Section
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  Ability to invite more than one person to Space Sharing (edited)

  Active Flopbot 189 views 11 comments 9 points Most recent by KP_9 August 29Feature Requests
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  Top Dashboard Features/Ideas

  Closed UrsulaA 23 views 0 comments 7 points Started by UrsulaA August 29 FAQ Section
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  Unable to connect to IRK American Funds Account

  Closed zeeshan 117 views 8 comments 1 point Most recent by Mr.Tee1985 August 29Adding and Updating Accounts
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  Import from Mint Support Article Gone (edited)

  Closed UrsulaA 28 views 4 comments 0 points Most recent by UrsulaA August 29Using the Community
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  Loaning money

  Closed L McGregor 19 views 2 comments 0 points Most recent by L McGregor August 29Bills and Income
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  Fidelity Stock Purchase and RSU accounts not syncing after API change

  Closed Elvin 94 views 14 comments 0 points Most recent by danielkeisling August 29Adding and Updating Accounts
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  Merged: Share space with multiple people

  ferndot 3 views 0 comments 1 point Started by ferndot August 29 Feature Requests
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  4
  Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

  Completed Closed Flopbot 62 views 2 comments 4 points Most recent by Flopbot August 29Feature Requests
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  Concerns About Wealthsimple Connection & Missing Mac Features

  Closed Leya.V 155 views 2 comments 0 points Most recent by Leya.V August 28Feedback
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  Web Release 4.22.0

  Closed Coach Natalie 593 views 0 comments 1 point Started by Coach Natalie August 28 Updates From the Product Team
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  Merged: Apple Card/Cash in Wallet NOW WORKING! (Aug '24)

  dougylucky 4 views 0 comments 0 points Started by dougylucky August 28 Feedback
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  Johnson Financial Group FDP-103

  Closed Fred Volkman 40 views 6 comments 0 points Most recent by Fred Volkman August 28Adding and Updating Accounts
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  5

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 67 views 2 comments 5 points Most recent by UrsulaA August 28Feature Requests
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  Add Support for Upgrade.com

  In Review brandon 343 views 19 comments 14 points Most recent by CericRushmore August 28Report Missing Financial Institution
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  Rethinking Rollover "vs" Savings Goal for non-monthly recurring expenses

  Closed DannyB 36 views 0 comments 4 points Started by DannyB August 28 How do you Quicken Simplifi?
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  Merged: Option to Include Future Transactions in Reports

  Kseniya 4 views 0 comments 1 point Started by Kseniya August 27 Feature Requests
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  Import Transactions Issue (edited)

  Closed johnyc 41 views 1 comment 0 points Most recent by Coach Jon August 27Managing Your Transactions
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  Automatic recommendations for sending money to Savings Goals or Planned Spending (edited)

  Active eMoneyBagz 14 views 0 comments 2 points Started by eMoneyBagz August 27 Feature Requests
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  FDP-101 error with Colonial Savings Mortgage

  Closed System 41 views 10 comments 0 points Most recent by Coach Natalie August 27Adding and Updating Accounts
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  Spending Plan Income dissappearing

  Closed Max1223 251 views 33 comments 1 point Most recent by Coach Natalie August 27Report a Bug
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  Android App fails to load

  Closed Kseniya 145 views 20 comments 1 point Most recent by smitp111 August 27Report a Bug
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  Rollover Holdings?

  Answered ✓ Closed Ephemery 45 views 2 comments 0 points Most recent by Ephemery August 26Using the Spending Plan
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  Merged: Option: Recurring transactions auto entered into an account on the due date

  smitp111 6 views 0 comments 1 point Started by smitp111 August 26 Feature Requests
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  Merged: Ability to change status from Cleared to Pending

  KB2014 4 views 0 comments 1 point Started by KB2014 August 26 Feature Requests
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  How do you budget? (A just for fun post)

  Closed DannyB 86 views 8 comments 3 points Most recent by DannyB August 26How do you Quicken Simplifi?
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  TIAA switch to Everbank

  Closed JCL 254 views 9 comments 1 point Most recent by JCL August 26Adding and Updating Accounts