Recent Discussions

Discussion List

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  Missing Investment Account from Citibank (edited)

  Closed Bill N 103 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 451 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  Merged: Money taken out of savings goals goes back into available to spend

  Closed SMSmith96 1 view 0 comments 1 point Most recent by SMSmith96 February 18Feature Requests
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 973 views 29 comments 66 points Most recent by SMSmith96 February 18Feature Requests
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  Sales Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 26 views 2 comments 1 point Most recent by Coach Natalie February 18Quicken Business & Personal Feedback
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  New Feature Alert: Sales Receipts for Quicken Business & Personal!

  Closed Coach Natalie 216 views 1 comment 1 point Most recent by Coach Natalie February 18Updates From the Product Team
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 126 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 1.1K views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 78 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  ADP Retirement Services - Care Code: Not found / FDP-103 (edited)

  Closed jgould56 133 views 13 comments 0 points Most recent by Coach Jon February 17Adding and Updating Accounts
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  Watchlist Request - Stop displaying anticipated expenses (edited)

  Closed Mortimer Duke 37 views 1 comment 0 points Most recent by Coach Jon February 17Using Watchlists
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 137 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Screenshots not allowed on Android Pixel 10 phone and Pixel Tablet

  Closed schwoeg1? 221 views 11 comments 0 points Most recent by Coach Natalie February 17Troubleshooting
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  Merged: Estimate the recurring amount in reminders

  Closed kelly23 1 view 0 comments 1 point Most recent by kelly23 February 17Feature Requests
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ Closed schwoeg1? 164 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
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  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 98 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
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  Pending transactions not downloading from Citizens (edited)

  Closed amlafleur 46 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  http://www.netxinvestor.com/ based accounts need one time code every time

  Closed everydave 28 views 3 comments 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  Stop hiding Venmo by default

  Closed bobmablob 114 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  Incoming email: a new bill just arrived! But the reminder didn't update (edited)

  Closed nrp06 57 views 4 comments 0 points Most recent by Coach Natalie February 16Bills and Income
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  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 5.9K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  Missing Spending Plan for 2027 (edited)

  Closed stacyvance 15 views 1 comment 0 points Most recent by DryHeat February 16Using the Spending Plan
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  Merged: Net worth history breakdown

  Closed pst 1 view 0 comments 0 points Most recent by pst February 16Feedback
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  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 124 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
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  Merged: Viewing attachments (receipts) attached by my spouse

  Closed Justaspender 1 view 0 comments 0 points Most recent by Justaspender February 16Report a Bug
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  Bills also appearing as Other Spend in Spending Plan

  Closed Mortimer Duke 106 views 5 comments 0 points Most recent by DryHeat February 15Using the Spending Plan
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  paycheck sync from gusto

  Answered ✓ Closed blamphcore 60 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
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  E*TRADE Financial Credit Card returning FDP-141 error

  Closed vladinator 50 views 3 comments 0 points Most recent by Coach Kristina February 15Adding and Updating Accounts
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  Problem with anything requiring internet access on DuckDuckGo (edited)

  Closed RThorp 82 views 5 comments 0 points Most recent by RThorp February 15Troubleshooting
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 2.1K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts