Recent Discussions

Discussion List

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  224

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  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.2K views 118 comments 224 points Most recent by SCT41 December 2Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 5 views 0 comments 1 point Started by SCT41 December 2 Feature Requests
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  Carters Credit Card (by Comenity)

  In Review fredct 424 views 3 comments 6 points Most recent by FutureEye December 1Report Missing Financial Institution
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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 838 views 26 comments 1 point Most recent by FutureEye December 1Feature Requests
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  Metlife HSA (edited)

  Active FutureEye 161 views 13 comments 6 points Most recent by FutureEye December 1Report Missing Financial Institution
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 3 views 0 comments 1 point Started by Ruonline December 1 Feature Requests
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  190

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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.8K views 74 comments 190 points Most recent by Ruonline December 1Feature Requests
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  Export to PDF is practically useless to me

  SRC54 19 views 4 comments 0 points Most recent by Coach Natalie December 1Feedback
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  Baird Account Missing Holdings (edited)

  disc2120 39 views 9 comments 0 points Most recent by Coach Natalie December 1Investments
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  Nationwide 401k FDP-106

  cl134 12 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: Multiple FIs - CP_Server_Error

  Announcement Coach Natalie 232 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 88 views 16 comments 0 points Most recent by rosachin21k December 1Report a Bug
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  Please add iTrustCapital

  Active MrMcNuggets 6 views 0 comments 1 point Started by MrMcNuggets December 1 Report Missing Financial Institution
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  87

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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 1Feature Requests
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  Logix issue update? (edited)

  MiketheFerg 20 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  Create rule within transaction category removed

  wavehowie 14 views 1 comment 0 points Most recent by Coach Natalie December 1Feedback
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  NEW 12/1/25: Ameris Bank - GA - CP_Server_Error

  Announcement Coach Natalie 21 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Wealthfront error

  Rachelk 12 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: FirstBank of Colorado - CP_Server_Error

  Announcement Coach Natalie 59 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 4 views 0 comments 0 points Started by N4KHQ December 1 Troubleshooting
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  49

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 39 comments 49 points Most recent by FinTechMan December 1Feature Requests
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  NEW 11/30/25: CIT Bank - CP_Server_Error

  Announcement Coach Kristina 283 views 0 comments 4 points Started by Coach Kristina December 1 Current Online Banking Issues
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  Can't Print Reports in Simplify?? Seriously??

  DAP 24 views 2 comments 0 points Most recent by Coach Kristina November 30Feedback
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 20 views 1 comment 1 point Most recent by SRC54 November 30Feature Requests
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 268 views 14 comments 1 point Most recent by bvw123 November 30Bills and Income
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  Add support for Investor360

  Active Ken M 405 views 29 comments 8 points Most recent by russ1910 November 30Report Missing Financial Institution
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  Use green font for positive amounts in the Bills section of the Spending Plan (edited)

  Active DryHeat 23 views 0 comments 3 points Started by DryHeat November 30 Feature Requests
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 50 views 4 comments 8 points Most recent by DryHeat November 30Feature Requests
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  Ability to "hide" portion of a transaction that is split

  twinrh 15 views 2 comments 1 point Most recent by DryHeat November 30Feedback