Recent Discussions

Discussion List

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  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 2 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests
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  Nelnet Student Loans

  Closed Gmoney 18 views 1 comment 0 points Most recent by Coach Natalie March 9Adding and Updating Accounts
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  [ONGOING] 2/23/26: Forum Credit Union - Bus returns an FDP-2102 error

  Coach Natalie 13 views 1 comment 0 points Most recent by Coach Natalie March 9Current Online Banking Issues
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  Unable to turn off rollover in planned spend (edited)

  Closed shely6875 14 views 1 comment 0 points Most recent by SRC54 March 9Troubleshooting
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  Confusion with Planned Spending and Bank Connections (edited)

  Closed shely6875 42 views 10 comments 0 points Most recent by SRC54 March 9Feedback
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  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 42 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  Canadian Subscriber - can’t enter postal code?

  Closed JasonJ 24 views 3 comments 0 points Most recent by DryHeat March 9Troubleshooting
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  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 16 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
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  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 2.6K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.6K views 59 comments 84 points Most recent by Yankster March 8Feature Requests
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 72 views 4 comments 7 points Most recent by Jds March 8Feature Requests
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  Security Service Federal Credit Union FDP-101 (edited)

  Closed Snowman2199 45 views 4 comments 0 points Most recent by Snowman2199 March 8Adding and Updating Accounts
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  Cannot link Navy Federal bank account

  Closed antiphon 38 views 3 comments 0 points Most recent by RobWilk March 8Adding and Updating Accounts
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 26 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Cannot get investment Performance to show anything

  Closed jbaker5400 27 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
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  Android App and Website Down?

  Closed Daedalus 21 views 1 comment 0 points Most recent by Coach Kristina March 7Troubleshooting
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  manual accounts still showing zero balance

  Closed sb87623 100 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
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  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 52 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Color-coding categories in Reports

  Active snowboardsurfer 53 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
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  Transportation Federal Credit Union

  Active dnutt 52 views 5 comments 1 point Most recent by Bob20782 March 7Report Missing Financial Institution or Biller
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  Balance history incorrect after removing/adding holding

  Closed bling 23 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting
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  California State Teachers Retirement at this time FDP-101 error (edited)

  Closed dawsondmd 4 views 1 comment 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 34 views 0 comments 2 points Most recent by Thaddeous March 6Feature Requests
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  Tag list out of order on Web App

  Closed meoge 71 views 12 comments 1 point Most recent by Coach Jon March 6Report a Bug
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  [ONGOING] 2/20/26: HealthEquity returns an FDP-108 error

  Coach Natalie 528 views 1 comment 1 point Most recent by Coach Jon March 6Current Online Banking Issues
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  PayPal - Missing Credit Account (edited)

  Closed Monizrr 2.2K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  Closed System 455 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Saved Reports in Simplifi?

  Closed Kevin237 44 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
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  Members Alliance FCUGA (apcu.com) "We are unable to connect at this time" message - FDP-103 (edited)

  Closed RobWilk 23 views 2 comments 0 points Most recent by RobWilk March 6Report a Bug