Recent Discussions

Discussion List

• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.7K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
• 
  Merged: Bring back the old reports!

  Closed autumnlee816 1 view 0 comments 0 points Started by autumnlee816 April 10 Feedback
• 
  1

  Up
  Please add Brinker Capital

  Active mizra78 21 views 1 comment 1 point Most recent by maprime12 April 9Report Missing Financial Institution or Biller
• 
  Mobile Releases 6.14.0 - 6.14.2

  Closed Coach Natalie 101 views 0 comments 0 points Started by Coach Natalie April 9 Updates From the Product Team
• 
  Manulife Bank is still not connecting to Simplifi.

  Closed Marlun 51 views 2 comments 0 points Most recent by Marlun April 9Adding and Updating Accounts
• 
  Bill Connect reminder amount and due date don't update (edited)

  Closed Asylum 252 views 12 comments 0 points Most recent by Asylum April 9Report a Bug
• 
  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 102 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
• 
  FDP-103 message for SagePoint Financial - now Osaic eQuipt

  Closed atenkley 21 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts
• 
  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 213 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
• 
  11
  Show Splits Upon Hover in Transaction Activity (edited)

  Completed Closed AZSharps 142 views 5 comments 11 points Most recent by DryHeat April 9Feature Requests
• 
  How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited)

  Answered ✓ Closed Stu B 61 views 4 comments 0 points Most recent by DryHeat April 8Using the Spending Plan
• 
  Getting rid of "Business Setup"

  Answered ✓ Closed Stu B 51 views 2 comments 1 point Most recent by DryHeat April 8Getting Started
• 
  Can't create a category rule from a transaction (edited)

  Closed wavehowie 52 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
• 
  Fidelity Visa Card account missing transactions

  Closed John Wells 11 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
• 
  Attachments from Users sharing a space will not load for view

  Closed pwhelan81 121 views 7 comments 0 points Most recent by Coach Natalie April 8Report a Bug
• 
  Improve the look of the lines on the investment performance chart and include S&P 500 comparison

  Closed gerard143 11 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback
• 
  1

  Up Down
  Add thumbnail image icons to transactions to add some life and color (edited)

  Active gerard143 11 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
• 
  1

  Up Down
  Net Worth Dashboard Card: Add the Asset/Liability Breakdown (edited)

  Active gerard143 23 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
• 
  Citibank accounts can't be added

  Closed nrp06 234 views 18 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
• 
  Duplicate bills showing in mobile app

  Closed RobI 71 views 5 comments 0 points Most recent by Coach Jon April 7Troubleshooting
• 
  Update on Empower FDP-6000 issue (edited)

  Closed gwells1967 12 views 1 comment 0 points Most recent by Coach Natalie April 7Adding and Updating Accounts
• 
  Why not Varo?

  Closed Gay Miller 51 views 1 comment 0 points Most recent by Coach Natalie April 7Adding and Updating Accounts
• 
  Transaction List Update: Share your feedback here!

  Closed Coach Natalie 3.7K views 193 comments 1 point Most recent by Coach Natalie April 7Feedback
• 
  When scrolling transactions, the screen auto-adjusts back to the top of the screen (edited)

  Closed bclifton01 55 views 2 comments 2 points Most recent by sbennet1 April 7Report a Bug
• 
  7
  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 191 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests
• 
  What happens when you mark a bill as Paid when the payment clears the bank?

  Answered ✓ Closed mamerica 92 views 2 comments 0 points Most recent by mamerica April 6Bills and Income
• 
  Hudson Valley Credit Union transactions not loading (edited)

  Closed Charles V 201 views 12 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
• 
  Barclays: This Bank is not available right now

  Closed dbert721 179 views 7 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
• 
  Zillow Market Value Graph Scaling (Graph Zoom)

  Closed KDC1996 71 views 5 comments 0 points Most recent by EL1234 April 6Feedback
• 
  3

  Up Down
  Provide a "Do Not Match" setting for recurring transactions

  Active DryHeat 93 views 5 comments 3 points Most recent by EL1234 April 6Feature Requests