Recent Discussions

Discussion List

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  18

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 312 views 15 comments 18 points Most recent by SRC54 December 4Feature Requests
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  18

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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 257 views 11 comments 18 points Most recent by DryHeat December 4Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 170 views 9 comments 9 points Most recent by TiggerTrainer December 4Feature Requests
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  Projected Spending Logic in Watchlists (edited)

  jwphillips 28 views 3 comments 0 points Most recent by SRC54 December 4Using Watchlists
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  Check # field is missing on the mobile app

  System 97 views 16 comments 0 points Most recent by Coach Jon December 4Report a Bug
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  [ONGOING] 11/20/25: HealthEquity returns an FDP-102 error

  Coach Natalie 133 views 1 comment 0 points Most recent by Coach Jon December 4Current Online Banking Issues
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 22 views 4 comments 6 points Most recent by TiggerTrainer December 4Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  ThePi_Treasurer 30 views 4 comments 0 points Most recent by Coach Natalie December 4Report a Bug
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  CIT Bank N.A request-body-field error

  Marquette42 137 views 7 comments 2 points Most recent by Mike2023 December 4Adding and Updating Accounts
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 21 views 2 comments 5 points Most recent by DannyB December 4Feature Requests
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  NEW 12/3/25: Summit CU returns an FDP-102 error

  Announcement Coach Natalie 12 views 0 comments 0 points Started by Coach Natalie December 3 Current Online Banking Issues
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  Add State Nebraska Bank and Trust

  Krick 12 views 3 comments 1 point Most recent by Coach Natalie December 3Adding and Updating Accounts
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  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 7 views 0 comments 0 points Most recent by Iva December 3Feedback
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  NEW 12/3/25: PB&T Bank returns an FDP-181 error

  Announcement Coach Natalie 10 views 0 comments 0 points Started by Coach Natalie December 3 Current Online Banking Issues
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 120 views 23 comments 0 points Most recent by Coach Jon December 3Feedback
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  2
  Flourish

  Completed Duke0486 23 views 4 comments 2 points Most recent by Duke0486 December 3Report Missing Financial Institution
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Dick_Davis 35 views 5 comments 0 points Most recent by Dick_Davis December 3How do you Quicken Simplifi?
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  Investment Transaction Duplications (edited)

  neon45 1.1K views 117 comments 0 points Most recent by neon45 December 3Investments
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  Please add Mazda Financing

  In Review Annie 326 views 11 comments 9 points Most recent by subiemat December 3Report Missing Financial Institution
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  CIT account showing wrong balance (edited)

  Marquette42 30 views 3 comments 0 points Most recent by Marquette42 December 3Adding and Updating Accounts
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  Merged: Dashboard emoji

  Closed woodsman 8 views 0 comments 0 points Most recent by SRC54 December 3Feedback
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  59

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  Support multiple currencies

  Active robert 2K views 42 comments 59 points Most recent by Wayne December 3Feature Requests
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  SoFi Brokerage & IRA Account Balances

  MikeZ 24 views 2 comments 1 point Most recent by MikeZ December 3Adding and Updating Accounts
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 7 views 0 comments 0 points Started by nmnmnmnmn December 3 Troubleshooting
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  Add Rocket Loans

  Active Krick 18 views 0 comments 1 point Started by Krick December 3 Report Missing Financial Institution
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  Web App: Widen the Filter pop up or allow the full text to display upon hover (edited)

  Active Flopbot 65 views 2 comments 1 point Most recent by Coach Natalie December 3Feature Requests
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  IRA Distributions and Qualified Distributions to Save Income Tax

  SRC54 10 views 1 comment 1 point Most recent by SRC54 December 3The Water Cooler
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  Spending report broken down by tag, duplicates transaction totals

  edsdls 21 views 6 comments 0 points Most recent by SRC54 December 3Troubleshooting
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  Pending false Payment to Apple Card

  N4KHQ 29 views 3 comments 0 points Most recent by N4KHQ December 3Troubleshooting
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  TD Bank/First Community Bank connection has failed (edited)

  CleoZ 84 views 6 comments 0 points Most recent by andre December 3Adding and Updating Accounts