Recent Discussions

Discussion List

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  Wisconsin 529 (edvest-529.com) Aggregator Link [edited]

  Active Nate42 433 views 26 comments 7 points Most recent by royf August 2024Report Missing Financial Institution
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 33 views 1 comment 3 points Most recent by Coach Jon August 2024Feature Requests
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  Chase Amazon Prime card only pulls in payments (edited)

  Closed Gabe 250 views 19 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Can't add back a deleted instance of a recurring item

  Closed ajbopp 119 views 7 comments 2 points Most recent by Coach Natalie July 2024Report a Bug
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 19 views 2 comments 4 points Most recent by Coach Natalie July 2024Feature Requests
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  Care code: FDP-185 TIAA CREF and Fidelity Investments Care code: FDP-101

  Closed kernels 84 views 1 comment 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
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  Web Releases 4.18.0 & 4.18.1

  Closed Coach Natalie 183 views 0 comments 3 points Started by Coach Natalie July 2024 Updates From the Product Team
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  FDP-108 with Laurel Road (edited)

  Closed CericRushmore 123 views 15 comments 0 points Most recent by CericRushmore July 2024Adding and Updating Accounts
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  Fidelity Account via Finicity (Akoya) does not include Transaction history

  Closed djhadams 259 views 10 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Merged: Matching rules should allow one to filter or apply to a selected account

  wmanzer 5 views 0 comments 1 point Started by wmanzer July 2024 Feature Requests
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  Filter query parameters not respected on transactions page

  Closed fjosdasdfas 19 views 3 comments 0 points Most recent by Coach Jon July 2024Report a Bug
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  Spending Plan Math Not Adding Up

  Closed itsandyking 57 views 9 comments 0 points Most recent by Coach Jon July 2024Troubleshooting
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  [ONGOING] 07/16/24: Public returns a 105 error

  Coach Jon 49 views 1 comment 1 point Most recent by Coach Jon July 2024Current Online Banking Issues
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  Ability to hide account balances in the Accounts List (edited)

  Active Tbone 114 views 9 comments 9 points Most recent by UrsulaA July 2024Feature Requests
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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 16 views 1 comment 2 points Most recent by RobWilk July 2024Feature Requests
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  Credit Card Utilization Report

  Active Marcus 79 views 9 comments 19 points Most recent by UrsulaA July 2024Feature Requests
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  Merged: Ability to turn off the display of account balances in the Accounts List (edited)

  Stella 29 views 0 comments 2 points Started by Stella July 2024 Feature Requests
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  Citibank account - transaction just vanished in Quicken.

  Closed nakada 47 views 5 comments 0 points Most recent by RobWilk July 2024Report a Bug
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  Transaction History Duration

  Answered ✓ Closed Jhurley5227 42 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
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  Notification does not match reported issue.

  Closed DannyB 15 views 1 comment 0 points Most recent by Coach Natalie July 2024Report a Bug
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  Merged: Show Note field for future as well as past transactions

  KB2014 4 views 0 comments 1 point Started by KB2014 July 2024 Feature Requests
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  Add Notes Field To Upcoming Transactions

  Active Tickko 169 views 8 comments 20 points Most recent by KB2014 July 2024Feature Requests
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  Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

  Closed System 23 views 2 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Linking Financial Institutions

  Closed LJFiala 166 views 3 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  [ONGOING] 7/15/24: Longleaf Partners returns a 5209 error

  Coach Natalie 21 views 1 comment 0 points Most recent by Coach Natalie July 2024Current Online Banking Issues
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  [ONGOING] 7/15/24: AXA Enterprise Funds - 401k returns a 102 error

  Coach Natalie 25 views 1 comment 0 points Most recent by Coach Natalie July 2024Current Online Banking Issues
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  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Active simplifi39393 52 views 1 comment 1 point Most recent by fjpurcell July 2024Report Missing Financial Institution
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  No transactions before Jan 19, 2024 ?!

  Closed EllieBean 48 views 6 comments 0 points Most recent by DannyB July 2024Managing Your Transactions
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  Walgreens Credit Card

  In Review shaffer2 542 views 7 comments 5 points Most recent by rhachani July 2024Report Missing Financial Institution
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 75 views 0 comments 0 points Started by KB2014 July 2024 Investments