Recent Discussions

Discussion List

• 
  Alight - Target "Something went wrong" message (edited)

  Closed Serrabr 75 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Add Tags to Transactions in Spending Plan

  Closed MikeZ 46 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
• 
  14

  Up Down
  Add "Lowest Projected Balance" to Projected Cash Flow graph (edited)

  Active Jimmy Glass 163 views 8 comments 14 points Most recent by Grandude November 2025Feature Requests
• 
  Ascensus - RPLink FDP-102

  Closed pcsanwald 12 views 2 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  7

  Up Down
  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 36 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
• 
  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  Bank Account expenses handled incorrectly?

  Answered ✓ Closed cmccord 83 views 5 comments 0 points Most recent by SRC54 November 2025Using the Spending Plan
• 
  Merged: Connection to Target Red Card failing since 11/12

  Closed maxvv 1 view 0 comments 0 points Most recent by maxvv November 2025Troubleshooting
• 
  HealthEquity FDP-108 error

  Closed System 288 views 2 comments 0 points Most recent by Coach Kristina November 2025Adding and Updating Accounts
• 
  where did comments/tagging section go?

  Closed Kartad 21 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
• 
  Merged: Distribute expense across X months (+ similar options for Series)

  Closed Shkoner 21 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  Can I change the monthly cycle date?

  Closed cowboy57 53 views 3 comments 0 points Most recent by DannyB November 2025Bills and Income
• 
  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 11 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  212

  Up Down
  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.9K views 58 comments 212 points Most recent by quick username November 2025Feature Requests
• 
  Merged: Mobile App: Projected Cash Flow - Lowest Projected Date/Amount (edited)

  Closed Grandude 21 views 0 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: AI-Powered Auto-Matching for Reimbursements

  Closed JacksonHarding 1 view 0 comments 1 point Most recent by JacksonHarding November 2025Feature Requests
• 
  7

  Up Down
  Reimbursement Tracker

  Active ajbopp 146 views 6 comments 7 points Most recent by JacksonHarding November 2025Feature Requests
• 
  American Express FDP-401 error

  Closed tpoppy 104 views 3 comments 0 points Most recent by SRC54 November 2025Adding and Updating Accounts
• 
  Bill Connect: Xcel Energy Not Connecting

  TiggerTrainer 52 views 8 comments 0 points Most recent by Coach Jon November 2025Bills and Income
• 
  Honda Finance FDP-108 error [Edited]

  Closed rabate 351 views 7 comments 0 points Most recent by Jeff C November 2025Adding and Updating Accounts
• 
  1

  Up
  Bill Connect: ClickPay

  Active elbeh 11 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
• 
  Spending Plan: Planned Spend "Overspent" Not Updating

  Closed TiggerTrainer 73 views 10 comments 0 points Most recent by TiggerTrainer November 2025Report a Bug
• 
  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 299 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
• 
  1

  Up
  Bill Connect: USAA Insurance (edited)

  elbeh 71 views 5 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
• 
  1

  Up
  Bill Connect: ExtraSpace Storage

  Active elbeh 12 views 0 comments 1 point Most recent by elbeh November 2025Report Missing Financial Institution or Biller
• 
  15
  Principal Financial

  Completed Closed System 1.3K views 34 comments 15 points Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
• 
  1

  Up
  Bill Connect: Southern California Edison

  elbeh 22 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
• 
  Alerus doesn’t connect, FDP-103 (edited)

  Closed aariana 457 views 27 comments 0 points Most recent by Rwatkin1 November 2025Adding and Updating Accounts
• 
  New TIAA error FDP-175/FDP-155 (edited)

  Closed Brian Montague 75 views 5 comments 0 points Most recent by Strategos November 2025Adding and Updating Accounts
• 
  Gift Membership Subscription for Quicken Simplifi

  Answered ✓ Closed TiggerTrainer 169 views 4 comments 0 points Most recent by DryHeat November 2025Feedback