Recent Discussions

Discussion List

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  Web Release 4.29.0

  Closed Coach Natalie 334 views 0 comments 2 points Started by Coach Natalie October 2024 Updates From the Product Team
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  Amount sign reversal on transactions With Interactive Brokers

  RockLee 84 views 14 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  [ONGOING] 10/1/24: VyStar Credit Union returning a 106 error

  Coach Natalie 129 views 1 comment 0 points Most recent by Coach Natalie October 2024Current Online Banking Issues
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 8 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug
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  Cost basis not updating

  Closed krmjo 39 views 4 comments 0 points Most recent by krmjo October 2024Report a Bug
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  "You have already added all your accounts" message with Capital One (edited)

  Closed BrianFannin 750 views 31 comments 2 points Most recent by switch35 October 2024Adding and Updating Accounts
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  FDP-103, 106 Errors connecting to EQ Bank (Canada)

  Closed Loselbs1959 195 views 9 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Merged: Sort Savings Goals based on Name or Priority

  Closed Almt12skyu 3 views 0 comments 1 point Started by Almt12skyu October 2024 Feature Requests
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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 401 views 22 comments 50 points Most recent by Almt12skyu October 2024Feature Requests
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  Citi is having a problem on their end... apparently

  Closed DannyB 52 views 2 comments 0 points Most recent by DannyB October 2024Adding and Updating Accounts
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  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.2K views 18 comments 15 points Most recent by jskup October 2024Report Missing Financial Institution
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  iPad app just crashes

  Closed kevindwhite 16 views 2 comments 0 points Most recent by RobWilk October 2024Report a Bug
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  First Citizens Federal Credit Union FDP-530 (edited)

  Closed trekkie24 24 views 1 comment 0 points Most recent by Coach Kristina October 2024Adding and Updating Accounts
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  Unable to Connect to Vanguard - FDP-102

  Closed System 110 views 12 comments 0 points Most recent by lwyman October 2024Adding and Updating Accounts
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  Release unspent categories into rollover categories

  Closed Sheepers 22 views 1 comment 0 points Most recent by DannyB October 2024Using the Spending Plan
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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Active RSKadish 525 views 28 comments 51 points Most recent by G3Tech October 2024Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 13 views 2 comments 1 point Most recent by pst October 2024Feature Requests
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  Washington State DRS connectivity issues FDP-102 (edited)

  Closed Sstrico 56 views 9 comments 0 points Most recent by Coach Kristina October 2024Adding and Updating Accounts
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  Recording Venmo Transaction

  Closed VermillionSands 46 views 2 comments 0 points Most recent by VermillionSands October 2024Troubleshooting
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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 415 views 9 comments 22 points Most recent by PS CFO October 2024Feature Requests
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  Pool Savings Accounts for Savings Goals Contributions (edited)

  Active abresh 236 views 18 comments 39 points Most recent by DannyB October 2024Feature Requests
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  Missing Utah Educational Savings Plan (aka my529)

  In Review LAMD 1.6K views 51 comments 46 points Most recent by JaredJohansen October 2024Report Missing Financial Institution
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  New American Funding

  Active rtuckr 33 views 1 comment 2 points Most recent by vis81 October 2024Report Missing Financial Institution
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  New user…assigning categories

  Answered ✓ Closed GregP 48 views 2 comments 0 points Most recent by GregP October 2024Getting Started
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  "Cost Basis Feedback" Banner steals focus from search field on Investment Page

  Closed RockLee 30 views 5 comments 0 points Most recent by DannyB October 2024Report a Bug
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 58 views 5 comments 1 point Most recent by DannyB October 2024Investments
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  Ability to turn scroll bars on and off (edited)

  Active corrier3 7 views 0 comments 1 point Started by corrier3 October 2024 Feature Requests
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 51 views 5 comments 3 points Most recent by Coach Jon October 2024Feature Requests
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  [ONGOING] 9/27/24: Merrill Edge & Merrill Lynch returning a 105 error

  Coach Natalie 3.7K views 1 comment -18 points Most recent by Coach Natalie October 2024Current Online Banking Issues
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  Using a Savings Goal to Track "Left at end of month"

  Closed DannyB 59 views 2 comments 2 points Most recent by DannyB October 2024How do you Quicken Simplifi?