Recent Discussions

Discussion List

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  An Added Fidelity Account will not appear or import

  Closed stuarto 353 views 40 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  [ONGOING] 8/26/24: Citizens One Home Loan - Balance Mismatch

  Coach Natalie 57 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/26/24: TD Bank returns a 181 error

  Coach Natalie 375 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/23/24: Missing Accounts with PayPal Credit, MasterCard and Crypto

  Coach Natalie 713 views 1 comment 6 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  Way to track warranty and export warranty report

  Closed BadgerHat 15 views 2 comments 0 points Most recent by EL1234 September 2024Feedback
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  Merged: Capital One connecting Issues

  jobrosseau 13 views 0 comments 0 points Started by jobrosseau September 2024 Adding and Updating Accounts
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  Is there a way to manually enter a transaction that is listed as a reminder? (edited)

  Answered ✓ Closed rskolin 67 views 7 comments 0 points Most recent by EL1234 September 2024Using the Spending Plan
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  How do you track Medicare Part B premium?

  Answered ✓ Closed DannyB 58 views 5 comments 1 point Most recent by SRC54 September 2024Bills and Income
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  Newbie!

  Closed Ghern99 38 views 5 comments 3 points Most recent by Coach Kristina September 2024Introduce yourself!
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  Some of my upcoming bills are showing as "Paid" even though the date is in the future (edited)

  Closed rskolin 28 views 2 comments 0 points Most recent by rskolin September 2024Using the Spending Plan
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  Be able to link transactions to your goals

  Closed BrittLew 18 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  Split transaction across months

  Closed v4run9 58 views 4 comments 1 point Most recent by UrsulaA September 2024Feedback
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  Recurring Income and the Spending Plan

  Closed RobertoT 55 views 6 comments 0 points Most recent by UrsulaA September 2024Bills and Income
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  Merged: Apple Card Double Transactions

  rhayes 9 views 0 comments 0 points Started by rhayes September 2024 Report a Bug
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  Merged: ability to reactivate cancelled bills/subscriptions in bills & payments

  shandranancy 15 views 0 comments 1 point Started by shandranancy September 2024 Feature Requests
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  Sync Bills and Payments to Calendar

  Closed darren_woods 61 views 1 comment 1 point Most recent by Coach Kristina September 2024Feedback
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  Add a 'Last Business Day of the Month' Frequency Option to Recurring Transactions (edited)

  Active brianperry263 28 views 3 comments 7 points Most recent by SRC54 September 2024Feature Requests
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  Split Transactions in Reports, Watchlists, and the Spending Plan: Share your feedback here!

  Closed Coach Natalie 190 views 13 comments 1 point Most recent by SRC54 September 2024Feedback
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  Simplifi is very close but it's too cumbersome to use for me

  Closed Chrobrego 72 views 8 comments 0 points Most recent by DannyB September 2024Feedback
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 1.9K views 28 comments 47 points Most recent by am21 September 2024Feature Requests
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  A Tale of Two Checking Accounts

  Closed SRC54 36 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts
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  Exporting to csv no longer includes Notes field (edited)

  Closed FabianW 99 views 12 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  This is it...

  Closed Mike Popiel 47 views 4 comments 3 points Most recent by Flopbot September 2024Introduce yourself!
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  I had to throw the towel in on Simplifi

  Closed smitp111 86 views 3 comments 1 point Most recent by SRC54 September 2024Feedback
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 42 views 3 comments 1 point Most recent by EL1234 September 2024Managing Your Transactions
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  Bill Connect: Add Fremont Insurance

  Active Mike Popiel 9 views 0 comments 1 point Started by Mike Popiel September 2024 Report Missing Financial Institution
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  Web: Auto complete on category a little messed up

  Closed RobWilk 118 views 26 comments 0 points Most recent by RobWilk September 2024Troubleshooting
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  Error connecting to American Funds Retirement Planning Center (Care: FDP-155)

  Closed LyT 149 views 1 comment 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Manual account balance is incorrect

  Closed bost.05 123 views 19 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  If Payee is new, set Category to Uncategorized

  Active DavidB 14 views 0 comments 3 points Started by DavidB September 2024 Feature Requests