Recent Discussions

Discussion List

• 
  60

  Up Down
  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 553 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
• 
  Merged: Percentages in reports (edited)

  Closed rhebock2 1 view 0 comments 1 point Started by rhebock2 April 16 Feature Requests
• 
  How do I add a flag field to transactions?

  Answered ✓ Closed rwales10 31 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
• 
  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 10.7K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
• 
  3

  Up Down
  Link to Bill Payer Website w/Login Credentials

  Active BobJohnia 61 views 2 comments 3 points Most recent by Coach Natalie April 16Feature Requests
• 
  24
  Ability to remove 'Related News' from Investments Portfolio

  Completed Closed mcnbmcnb 391 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests
• 
  Web Release 6.15.0

  Closed Coach Natalie 101 views 0 comments 1 point Started by Coach Natalie April 16 Updates From the Product Team
• 
  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 2K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
• 
  create rule based on transaction action

  Closed dcohen92 21 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
• 
  14

  Up Down
  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 433 views 17 comments 14 points Most recent by Roux April 16Feature Requests
• 
  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 71 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
• 
  2

  Up Down
  Retirement Planner: Allow for a change in circumstances at a certain future time (edited)

  Active BHazeltine 11 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
• 
  Splitting Transactions between 2 companies and personal via rules? (edited)

  Closed Jodi Birston 61 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
• 
  American Funds (capitalgroup.com) 103 error with Finicity [edited]

  Closed AdkinsDebtDiet 273 views 7 comments 1 point Most recent by Coach Jon April 15Adding and Updating Accounts
• 
  Lake Trust Credit Union Personal is no longer available to connect to (edited)

  Closed Colonel Snafu 391 views 20 comments 1 point Most recent by JC. April 15Adding and Updating Accounts
• 
  Pending transaction disappears

  Closed KB2014 173 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
• 
  Unable to link Merrill Lynch Benefits Online - FDP-5002 (edited)

  Closed Supply3588 132 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
• 
  2

  Up Down
  Recurring Transactions with programmable variables (edited)

  Active avihawver 132 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
• 
  When splitting a transaction with filters set, my sort order gets reset

  Closed System 61 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
• 
  Kelley Blue Book Integration: Share your feedback here!

  Closed Coach Natalie 842 views 34 comments 0 points Most recent by Coach Natalie April 15Feedback
• 
  Privacy Mode: Share your feedback here!

  Closed Coach Natalie 313 views 19 comments 0 points Most recent by Coach Natalie April 15Feedback
• 
  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 252 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
• 
  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 1.9K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
• 
  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 81 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
• 
  Merged: New Saved Reports Feature

  Closed lwyman 1 view 0 comments 0 points Started by lwyman April 14 Using Reports
• 
  iOS transaction rules - ability to create a rule from a transaction (edited)

  Closed MrCash55 61 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
• 
  Report not showing data even though I removed exclude from reports checkbox

  Closed JBGtheboss 82 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting
• 
  Merged: Raymond James Financial not connecting

  Closed MWA 1 view 0 comments 0 points Started by MWA April 14 Adding and Updating Accounts
• 
  Transaction List scroll jumps back to the top of the list (edited)

  Closed budgetj75 141 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
• 
  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 1 view 0 comments 1 point Started by SL888 April 13 Feature Requests