Recent Discussions

Discussion List

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  Merged: New Spending dashboard - how to I see just the expenses?

  Closed bobthemoneyguy 3 views 0 comments 0 points Started by bobthemoneyguy October 28 Using the Spending Dashboard
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  Unable to edit a reminder amount with splits on mobile (edited)

  Closed JCG2042 212 views 5 comments 0 points Most recent by Coach Aldair October 28Report a Bug
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  CFNA credit card balance shows $0 (edited)

  ctanenbaum 68 views 3 comments 0 points Most recent by Coach Aldair October 28Adding and Updating Accounts
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  2
  Mobile App/Tablet, iPad App: Add formatting/support for external monitors (edited)

  Completed Myles 75 views 2 comments 2 points Most recent by Myles October 28Feature Requests
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  Net Worth vs. Market Value in Portfolio Balances

  Answered juddmd31 39 views 1 comment 0 points Most recent by Coach Aldair October 28Using the Net Worth Feature
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 389 views 25 comments 0 points Most recent by rjg5060 October 28Adding and Updating Accounts
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  UPDATED 10/28/26: Nuvision Credit Union - Missing Transactions

  Announcement Coach Aldair 79 views 1 comment 0 points Most recent by Coach Aldair October 28Current Online Banking Issues
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  UPDATED 10/28/26: Pelican Credit Union - FDP-2505 / EWC+ Authentication Redirect Failure

  Announcement Coach Natalie 56 views 1 comment 0 points Most recent by Coach Aldair October 28Current Online Banking Issues
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  ONGOING 10/28/26: Keys Federal Credit Union returning FDP-102 and FDP-103 errors

  Coach Natalie 100 views 2 comments 0 points Most recent by Coach Aldair October 28Current Online Banking Issues
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  Status of CIT Bank connection issue FDP-102 error (edited)

  TS5150 1.1K views 29 comments 0 points Most recent by CEJ October 28Adding and Updating Accounts
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  RESOLVED 10/28/26: Mercedes-Benz Financial returning FDP-102, FDP-103, & FDP-105 errors

  Closed Coach Jon 178 views 4 comments 0 points Most recent by Coach Natalie October 28Current Online Banking Issues
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  1

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  Make the Bills & Income section design like the Spending Plan (edited)

  Active pawebb 75 views 3 comments 1 point Most recent by Coach Natalie October 28Feature Requests
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  1

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  Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

  Active pawebb 47 views 1 comment 1 point Most recent by Coach Natalie October 28Feature Requests
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  Investments no longer show daily gains and bond total price is incorrect (edited)

  HMagh 175 views 11 comments 0 points Most recent by HMagh October 28Troubleshooting
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  1

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  Ability to edit cost basis for connected investment accounts (edited)

  Active johnsanc 82 views 1 comment 1 point Most recent by johnsanc October 28Feature Requests
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  Don't like having to re-login now on the desktop

  rayb2001 40 views 1 comment 0 points Most recent by Coach Aldair October 27Feedback
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  72

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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 1K views 42 comments 72 points Most recent by Hover2mach October 27Feature Requests
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  11

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  Ability to set a default Account for Savings Goal contributions (edited)

  Active Flopbot 252 views 11 comments 11 points Most recent by Hover2mach October 27Feature Requests
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  1

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  Savings Goals should stop counting in the Spending Plan upon expected completion (edited)

  Active Hover2mach 40 views 0 comments 1 point Started by Hover2mach October 27 Feature Requests
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  Can't add American Express account to Simplifi in Canada

  Shianderson 80 views 1 comment 0 points Most recent by Coach Aldair October 27Adding and Updating Accounts
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  How to delete manually added securities? (edited)

  Answered Bergen 31 views 1 comment 0 points Most recent by Coach Natalie October 27Investments
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  RESOLVED 10/27/26: Multiple FIs - CP_Server_Error

  Closed Coach Natalie 520 views 2 comments 0 points Most recent by Coach Natalie October 27Current Online Banking Issues
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  Merged: CIT Bank

  Closed DomB 2 views 0 comments 0 points Started by DomB October 27 Using the Community
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  2

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  Manually Add Real Time Prices for Crypto

  Active Rokets34 202 views 5 comments 2 points Most recent by Coach Natalie October 27Feature Requests
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  UPDATED 10/27/26: Marcus by Goldman Sachs returns an INTERNAL_SERVER_ERROR

  Announcement Coach Aldair 92 views 1 comment 0 points Most recent by Coach Natalie October 27Current Online Banking Issues
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  ONGOING 10/27/26: Bank of America - Missing Transactions

  Coach Natalie 185 views 2 comments 0 points Most recent by Coach Natalie October 27Current Online Banking Issues
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  315

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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 5.4K views 99 comments 315 points Most recent by SRC54 October 27Feature Requests
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  1

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  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Active Travis H 61 views 3 comments 1 point Most recent by johnsanc October 26Feature Requests
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  7

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  Allow Bulk Editing of Category & Tags for Split Transactions (edited)

  Active DannyM 196 views 4 comments 7 points Most recent by AKswirz October 26Feature Requests
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  The list of "Most Used Categories" should be the categories you manually select the most (edited)

  Active murribu 201 views 8 comments 10 points Most recent by SRC54 October 26Feature Requests