Recent Discussions

Discussion List

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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 8.6K views 171 comments 72 points Most recent by Mudge March 25Report Missing Financial Institution or Biller
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  Merged: Alight 401k - Morgan Stanley

  Closed Mudge 1 view 0 comments 1 point Started by Mudge March 25 Report Missing Financial Institution or Biller
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  Home bank www.home24bank.com - Business Portal

  Closed tbestjr81 14 views 1 comment 0 points Most recent by Coach Jon March 25Adding and Updating Accounts
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  "You have already added all your accounts" message with Voya Financial

  Closed System 352 views 26 comments 0 points Most recent by samsonite March 25Adding and Updating Accounts
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

  Closed KB2014 52 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
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  "Authentication failed" with Voya Financial

  Closed System 67 views 2 comments 0 points Most recent by Coach Jon March 25Adding and Updating Accounts
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  Merged: Seperate kids accounts from Personal Net worth totals.

  Closed NumberOne 1 view 0 comments 1 point Most recent by RobWilk March 25Feature Requests
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  Is there a report for projected cash flow? (edited)

  Answered ✓ Closed albuds 63 views 1 comment 0 points Most recent by Coach Jon March 25Projected Cash Flow
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  credit card payment amount changes every time I restart Simplifi (edited)

  Closed vad 13 views 1 comment 1 point Most recent by DryHeat March 25Troubleshooting
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  Vancity FDP-101

  Closed System 12 views 4 comments 0 points Most recent by Not a User March 25Adding and Updating Accounts
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  Stop changing column displays and column names in reports (edited)

  Closed quick username 35 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 21 views 1 comment 8 points Most recent by sbennet1 March 24Feature Requests
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  Ability to Bulk Merge/Edit/Delete Payee & Category Rules (edited)

  Active jsy42 52 views 1 comment 5 points Most recent by Micky1701 March 24Feature Requests
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  REI Mastercard (Capital One) not showing credit limit, available credit

  Closed DryHeat 54 views 7 comments 0 points Most recent by Coach Matthew March 24Feedback
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  Deleting multiple tags, rules, etc.

  Closed Micky1701 21 views 1 comment 1 point Most recent by Coach Jon March 24Feedback
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  CareCredit/Synchrony: Credit limit not properly reflected

  Closed RobWilk 22 views 4 comments 0 points Most recent by RobWilk March 24Troubleshooting
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  Merged: studentaid.gov

  Closed was 1 view 0 comments 1 point Started by was March 23 Report Missing Financial Institution or Biller
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  Missing Federal Student Aid (FSA)

  In Review matt00 22 views 5 comments 2 points Most recent by was March 23Report Missing Financial Institution or Biller
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  "Looking for something on Discover's site?" message (edited)

  Closed System 14 views 2 comments 0 points Most recent by Coach Natalie March 23Adding and Updating Accounts
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  Merged: Report Export to CSV: negative numbers showing as positives

  Closed RobI 21 views 0 comments 0 points Most recent by jmach March 23Troubleshooting
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  Projected Cash Flow - Set an alternative baseline other than $0 (edited)

  Active Flopbot 24 views 3 comments 3 points Most recent by EL1234 March 23Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  Closed jonoruss 459 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
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  Boeing Employees' Credit Union FDP-106 error [Edited]

  Closed ZeadHead 113 views 9 comments 1 point Most recent by Coach Natalie March 23Adding and Updating Accounts
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  Do not ask again for life hub

  Closed Steve86 24 views 2 comments 4 points Most recent by Coach Natalie March 23Feedback
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  How do you budget for your favorite hobbies? 🎲🎮

  Closed Coach Jon 64 views 2 comments 1 point Most recent by RobWilk March 23The Water Cooler
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  Merged: Apple Card "Excluded" from Net Worth : Can that change?

  Closed RobWilk 1 view 0 comments 0 points Started by RobWilk March 23 Feedback
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  Sallie Mae Banking Issue (FDP-105)

  Closed craigtimey 34 views 3 comments 0 points Most recent by MikeT March 23Adding and Updating Accounts
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  Merged: Bank Of America Processing/Pending Transactions

  Closed LukeNM 21 views 0 comments 0 points Most recent by DryHeat March 23Adding and Updating Accounts
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  Ability to deactivate or hide a category that is no longer in use

  Active nylhsa3 74 views 5 comments 16 points Most recent by Flopbot March 23Feature Requests
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  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Closed Andre Cheply 36 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions